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ALPRG prologue Sa , quantum software stock at 25m
Holographic/VR/AR Industry Development Weekly Report, Week 19
SpaceX Said to Agree to Buy Cursor for More Than $50 Billion
A simple way to understand what this company is building (RWA, Valuation, Data)
How this business makes money is more interesting than most people realize
Serious question - what happens if even half of this pipeline converts?
Recent DVLT timeline is kind of wild when you line it up
Datavault’s latest numbers make this story harder to dismiss (getting closer to a full operating stack)
Small cap DVLT tied to tokenized assets trend - early or overhyped?
This only becomes real if the system actually connects from end to end
750M in Contracts Sounds Big – The Details Matter More
This is starting to look less like a story and more like a business
$750M signed in 90 days… feels like the pace is picking up fast
This is where a "story stock" quietly turns into a revenue story
+410% institutional buying in one quarter… this is the kind of accumulation phase that usually changes everything
DVLT at 7.06x sales vs 43.5x peers… this kind of valuation gap usually doesn’t stay unnoticed forever
DVLT at 7.06x sales vs 43.5x peers… this kind of valuation gap usually doesn’t stay unnoticed forever
The market moved on a Tokyo appearance alone. A real contract would be a different class of catalyst
DVLT keeps showing up in the rooms where tokenization money and policy actually meet
DVLT catalysts are stacking up in a way most microcaps don’t usually get
Short interest rises almost 60% as industry changing catalyst awaits [DRTS]
Most investors never heard of this stock, but I believe it’s the best risk/reward opportunity on the market today [DRTS]
Rare opportunity: the low hanging fruit is also the most valuable [DRTS]
This should be the main news on CNBC today, don’t miss this play just because it’s under the radar! [DRTS]
The way my father found NVIDIA back then and you could find penny stocks today!
New FDA approval and the good news keeps piling on, building up to this months upcoming catalysts [DRTS]
New FDA approval and the good news keeps piling on, building up to this months upcoming catalysts [DRTS]
Get onboard the sleeping giant before it awakens
Retail investors PLEASE READ: this is still the best risk/reward play on the market [DRTS]
FEMY - Earnings Released - Revenue Up 31% - R&D Expenses 40% lower.
$FEMY 🚀 #FDA IDE for #FemBloc trial Part B + $12M raise (up to $58M w/ warrants)! 📈 PM H $1.04, vol 13.15M
Last step before commercialization? 99.99% won’t get it, but you could be the 0.01% that does
Adial Pharmaceuticals Partners with Genomind for Precision Medicine Testing Solution
The upcoming catalysts of DRTS you don’t want to miss
The upcoming catalysts of DRTS you don’t want to miss
A stock I’m really happy I joined thanks to the community, and I’m sure many will be happy to join as well - DRTS
Posted about this one a few months ago, it’s doing great but the best has yet to come
Alpha Tau Successfully Treats First Patient in its U.S. Multi-Center Pancreatic Cancer Clinical Trial [DRTS]
Solving the number one problem of cancer
In Canada best broker / platform with IDE for custom indicators?
Aethlon Medical Appoints Medical Device and Biomedical Executive, Nicolas Gikakis, to its Board of Directors
Tipranks' "Perfect 10" list: two top-rated stocks potentially undervalued by 90%
ChatGPT is Indeed the "Iphone Moment for AI" - Some Thoughts on Microsoft, Alphabet and AI.
Hidden Gem Spectral Medical Inc. Symbol -EDT on TMX and EDTXF in US - Update
DARE valuation D/D - In depth look of clinical stage bio with newly approved product
$DARE - Dare Bioscience - Couple of Catalysts Around The Corner
$RDGL Vivos Inc A Human and Animal Cancer Treatment
RDGL Vivos Inc A Human and Animal Cancer Treatment
Vivos Inc A Human and Animal Cancer Treatment
$RDGL Vivos Inc A Human and Animal Cancer Treatment
RDGL (Vivos Inc) poised for potentially big returns
Hidden Gem Spectral Medical Inc. Symbol -EDT on TMX and EDTXF in US
I was wondering this is a good investment with IDE/USDT. A friend of mine believes this will help. She says it is on the rise. I have my doubts will like to have you opinions on the matter. Please and Thank you.
TMDI finally seeing movement prior to earnings on May 17
Hidden Gem Spectral Medical Inc. Symbol -EDT on TMX and EDTXF in US
Hidden Gem Spectral Medical Inc. Symbol -EDT on TMX and EDTXF in US
Hidden Gem Spectral Medical Inc. Medical - Announces Receipt of Health Canada License for DIMI - EDT on TMX and EDTXF in US
Hidden Gem Spectral Medical Inc. Symbol -EDT on TMX and EDTXF in US with Timeline update
Hidden Gem Spectral Medical Inc. Symbol -EDT on TMX and EDTXF in US
Hidden Gem Spectral Medical Inc. Symbol -EDT on TMX and EDTXF in US
Mentions
Cursor was never going to be more than a reseller. They were early and captured the LLM in IDE phase of this technology, that phase ended December of last year.
They just wasted 60B on a fucking IDE.
This is not suprising considering they have offered their Composer model exclusively to xAI in recent weeks, which was rather suprising since that was the main draw for their Cursor IDE.
Makes $85b in IPO, spends $60b on an IDE... galaxy brain musk!
Yes, they have their own model, data, and IDE
Claude code is light-years better than Cursor. I gave up my Cursor license and orchestrate everything with Claude code. Rarely edit code manually anymore. It’s now me giving requirements, making judgement calls and reviewing. Regardless of whether Claude code is an IDE or not (it can be), fuck IDEs.
What do you need a IDE for nowadays? Just have Claude do it bro
Cursor, which has become irrelevant as every IDE and script editor has integrated llm capabilities in the last 24 months not to mention most people using ai to code just copy and paste a bunch from chat. And even more irrelevant with the advent of Codex and Claude code
He also said they could "train on Cursor's data". Cursor isn't an LLM. It's is an IDE that *wraps* LLMs (similar to GitHub Copilot).
>Maybe they can train on Cursor’s data? You might want to do some research. Cursor isn't an LLM. It's an IDE that wraps other LLMs (like GitHub Copilot). >Maybe the revenue will fund the Dyson sphere and nobody on earth will be able to touch their compute. A Dyson sphere is a thought experiment. It's not something that can be built, at least not in the next ten thousand years. There's also zero chance that humans will live on a Mars colony in our lifetimes. We may send a mission to Mars in 20-30 years, but it will not be a profit-making venture. It will be enormously expensive and dangerous. Even space-based data centers are a pipe dream until launch costs drop by at least 50x. My point is that *none* of this is going to happen in an investable time frame. >Maybe they can train on the current winners latest models like the open source models? Competing with free providers. That will really start the money rolling in! >Or maybe they’re the world’s best at constructing terrestrial data centers and they proved the market for leasing compute? The value add isn't in building/leasing data centers (which are a solved problem), but advanced chips and software. Why do you think CoreWeave is worth less than OpenAI and Nvidia? >Were you one of the millions who would never buy SPCX? How many shares do you have?
Couldn’t figure it out in my IDE (antigravity). Got stuck in an authorization loop.
It is pretty enjoyable. I don't miss googling every error. I find if you know what you're asking for and how you want it done they can do well. My prompts tend to be short essays and include a lot of API docs. You can't really outsource all the thinking. They're great for refactoring too. I like claude the most, it seems to reliably be the least retarded. Any claude + IDE integration will do the job tbh.
I agree. The bubble is going to "pop" but what that means is AI finding its niches in places where it already performs well such as helping developers(basically enhanced IDE), prototyping, customer support, etc. We are already seeing some of this happening in places such as Microsoft's gaming division. We saw a similiar event happen during the DotCom bubble. Websites didn't dissapear, they just got more focused.
There are many competitors in the ITSM space like Salesforce, BMC Helix (Remedy), Jira, Zendesk. I don't have anything to compare it with because I haven't worked on those tools and can only speak for ServiceNow. If you've ever used ServiceNow, even a personal developer instance (free), you kinda accept that the UX is slow. Everything is done through their API, so database operations are done row by row which is painfully slow. Page loads are slow. It's especially embarrassing when you're demoing something to customers and it hangs (running transaction popup message). ServiceNow, the platform, admittedly can do a lot of things, but I don't think it excels at anyone of them. They tried to appeal non-programmers with their "Flow Designer" and tried to introduce "ServiceNow IDE" for programmers. Basically pivoting towards 2 extremes and failing to execute either well. I extend that towards their AI endeavors and don't have high hopes. They are first and foremost an IT Service Management platform, not an AI company.
Guys if you're using for coding purpose or building any products or just trying out personal project, I'll personally say use Cursor as it's an IDE with all models of Claude and GPT Guys use Cursor especially for Composer 2.5 whose benchmarks are even better and for $20 it's almost feels like unlimited usage [https://cursor.com/referral?code=K1EMONCQU7MP ](https://cursor.com/referral?code=K1EMONCQU7MP%C2%A0) Use this discounted link to get 50% off (10$ Pro, 30$ Pro+ and only $100 Ultra)
I use both and I don't really notice a difference. One's in my IDE, the other's in the Claude app.
you can one-shot nearly the exact app you want or any decently large iteration on a codebase (within reason). You sound like you've never used these agentic IDE/CLI tools at all.
Not at all my experience. I've been switching quite smoothly between Claude Code and Cursor with Claude model just fine, I prefer Cursor since I like the IDE feel, but have been running Claude Code for agents without issue.
Gives me the same vibes as Google a year ago. When OpenAI was the favourite child, and Google was a washed up corporate with "no AI", hopelessly left behind in the dust. As if sitting on billions of FCF, with top notch AI research, billions of customers using a dozen apps and tools, was somehow a bad position. But people thought for like 3 seconds - what will happen to search if people ask ChatGPT instead? And that was enough for them to sell Google. I guess they didn't notice that when they ask ChatGPT something, it "searches the web". So how can search be dead, if not only do billions of human customers use it, but soon also billions of AI customers? Anyway, Google then released an ok LLM Model and now they're the top dog. Microsoft has not just one revenue stream. They have multiple. All of them strong. In terms of AI, they run the infrastructure with Azure. With hundreds of billions in backlog, not just from AI demand, I'm not too worried about this stream. They have copilot which they can force into every single office app and IDE in their Windows ecosystem. They own GitHub, wich has what, like half of all the code? Copilot now trains on private repos by default, btw. They're gonna be fine. All it takes is for OpenAI to release the next marginally better model, which scores 4% higher on a bunch of arbitrary benchmarks. Then Anthropic will overnight become the washed up AI company, with only one questionable revenue stream, and no future. And MSFT will be seen as the good boy again in the AI race.
I still think that you're going to overhear people talking about investments as you're out walking around. I remember circa 1999 hearing the guy that was sweeping the side walk in front of a grocery talk about setting up an ISP and discussing SCSI vs IDE drives with the guy collecting the carts. Not exactly stocks, but it did seem bubbly to me at the time. Since I'm in tech my neighbors will often ask me where they should invest now to get in on the AI boom. I generally tell them to be careful, it might be getting too late, just DCA in to various ETF/mutual funds.
Makes it super easy to create, maintain and update user interface designs for short and long term projects for all team sizes. It’s like an IDE for designers which I believe will integrate with AI rather than be replaced by it.
Thank you for sharing this. I am actually a software engineer myself and was going to push my manager for budget to to get a $20 Github Copilot subscription, because currently I'm relying on Chatbots rather than software with IDE access, which is a lot less efficient. I don't think this new billing system is workable with our very limited budget... I would easily hit these new limits in just 1-2 days of coding. With how we operate, there's no way they would agree to letting me wrack up usage based billing. I agree the subsidized era of AI is ending. I don't think this will lead to a decline in usage(Most orgs will eat the costs because the productivity gains are worth the price), but I do think it will seriously hinder growth in compute demand.
The GBM readout could be anytime this quarter. The Keytruda update will be mid July at the latest, hoping for an IDE by the FDA beforehand.
So the story is: * Starlink provides global internet connectivity on ground, water, air. Has strategic military applications. * Starship will potentially provide lowest cost-to-space due to full reusability. SpaceX already serves approx. 90% all mass to orbit with Falcon 9 (which is only partly reusable). * xAI has an LLM (Grok), Colossus supercomputer, an agreement to buy Cursor (an AI coding IDE + agent with its own model called “composer”). * X the social network. * Terrafab in collaboration with Tesla. * Being the cheapest launch provider + AI also uniquely positions SpaceX for space datacenters. The option of agreeing (and buying) or disagreeing (and no buying) with the story is, of course, up to each one of us. I can’t say if this is a good investment (no one can), but what I can say is don’t pass opportunities only because of emotions (in this case: Elon hate). Think rationally and make the decision.
They’re being forced to use AI because it makes them better. It’s like spelling correct. That’s your $20/month plan. Are we going to try and claim it’s not worth spending $20/month on an engineer who is clocking $80-250/hr? Even a $40/month plan benefits an engineer. Past that, it’s up to the engineer to decide. Point is that we see value in IDE like VSCode and IntelliJ. We see value in AI as an extension to that IDE. So fuck yeah, we force thousands of engineers to use it.
I used to use Figma make. No longer need it. Its way better to have GitHub Copilot to design and wire frame directly from IDE that already have to repo, data and context of your solution.
Our designers last year when building our Microsoft’s new Launch Center were using Figma for designing. At the startup I left for we were also using Figma. That said just a few months ago we transitioned to Claude Opus desktop and it became our go to. We can implement our JSX designs in a matter of minutes with Opus 4.6 with build in test data and interactivity that works pretty seamlessly. We’re able to take our JSX designs and dump them into the IDE and get almost the entire design (75-80%) of the way there on the first prompt (after a ton of prompt design work standardized files we created for Opus to reference to stay in line with the main application themed) I just don’t see long term Figma keeping up with Opus. We’re getting modules from initial design to production in a matter of days compared to what used to take a month+ when we had a designer manually using Figma.
Once your model hits a threshold where it can self-improve, the speed of that's going to be gated by how much computing capacity you have (along with how efficient you are with it). That's probably part of it. Fortunately for all of us plebs, it's pretty clearly not winner take all. Local models that are good enough for running a lot of tasks are rapidly increasing in quality, too. With maybe $3k of hardware, you can run qwen 3.6 27b, and have roughly Claude Sonnet 4.6 level coding performance locally. It's not Opus, but it's good enough to never really need a cloud model for coding, and that's just where we are today. I think another reason they're going so hard is that there's a massive bottleneck of computing capacity for rolling this out as hard as people would like to roll this out, and it's worth a *lot* to have spare capacity. I think it's the reason SpaceX was able to snatch up Cursor recently - they're one of the few with the spare computing capacity to do what Cursor wanted. Otherwise, you're left going around to the hyperscalers begging for cycles. And for SpaceX, it's worth a shitload to them to get the training data to train up a coding model that will let them get into the ring with Anthropic on agentic coding. Cursor's IDE certainly isn't worth $60B, it's a bit of a has-been in the world where Claude Code is smart enough to just write the code without you looking at it. Anthropic is consistently hitting compute capacity limits, they have downtime a couple times a week, and they've been having to cut quality a bit to try to free up resources, which is leading a lot of people to switch to OpenAI codex. So it's a bit of a hair on fire emergency for them. But since they don't run their own DCs, they have to go begging, and the hyperscalers get a lot of leverage in their dealing from having spare capacity. And that leverage is worth $$$.
don't most people use cursor as an extension and don't give up any dqta? and if most are using the IDE, is the data worth 60b? I doubt it'll be anymore useful than it was found on github
lol cursor is an IDE not an LLM and also no developer would say openai is even good. Claude is king.
I mean there's extensions for claude code and codex on vscode IDE and that's not dissimilar. I use CC extension within cursor IDE for larger tasks then use deepseek api for small tasks because they use free credits
What does SpaceX need Cursor for? Are they buying the models? The article seem to suggest they want in on the AI IDE business, like what…? It didn’t seem aligned with their mission.
The UI is now basically as you describe, chat windows with an IDE glued on.
build a harness not IDE like a clawdbot or something
You do realize that Claude Code, Copilot, and Codex all have tens of thousands of users on both Enterprise and personal plans as well, right? “Enterprise scale repos” doesn’t even mean anything. Companies vary greatly in their code bases: monorepos, microservices, and everything in between. The majority of these ultimately leverage Git which is the more impactful technology when it comes to how nicely things play with repos. How you interact with the code between IDE solutions, CLI, etc. aren’t the differentiator in “Enterprise scale repos” as you call them (which nobody else does) besides language in some cases. My comment isn’t snarky: it’s pointing out how you are a single voice trying to discount the voice of another single voice, and it’s clear you lack the actual nuance here. Pointing to just Nvidia is meaningless. If you don’t think they using other AI solutions in the SDLC, you have a very narrow view.
> why is a satellite company buying an IDE? SpaceX includes grok and xai, which are more related to cursor than the launch portion.
Cursor needs: massive compute they can't afford,ore capital injected Spacex needs: more very smart to engineers, desktop integration both win/Linux terminal (CLI), native win/Linux (GUI), and IDE. Grok currently has zero penetration into desktops outside of support for using their models in tools like VS Code. Spacex can fill those compute and capital needs in exchange for more super nerds and cursors established desktop platform IP (even if consensus is that Cursor had fallen off). To look at this and think "Elon out of touch, nobody uses cursor anymore, hurr durr" is goofy. spaceX is well aware that cursor product fell off the map compared to codex and Claude in 2026. Believe it or not, buying assets and companies when the market thinks they are dogshit is the most fundamental way to make money next to prostitution It may fail and end up being a terrible decision, who knows, that's not the point. They believe they are getting a cheap price based on how they value Cursor as a company. For example: Claude dominates market currently with a 90+% chance to be best objective AI on prediction markets for April 2026. This would be a bad time to buy anthropic unless you are the kind of guy to go all in on BTC at 120k ATH. That's what a guy in a clown suit told me while I was looking dinner in a dumpster tonight. Verbatim. Cool guy, a bit verbose though.
bro is spacex a SPAC? why is a satellite company buying an IDE? for 60 billion no less...
I only briefly used cursor, but I would think heavy IDE integration is on its way out. I just use this codex app to chat with a couple agent sessions and then VSCode to review the files changed. A couple years ago it was all about integrating AI into the developer writing code. Code completion and stuff like that, but now you don't really need to write much code. You're mostly just orchestrating agents and reviewing code. Cursor seems to be built on the developer coding layer when everything is moving to the agent orchestration layer. I don't see the value of this product except for the customer base they've built.
They dont use their own model, it just routes access to the big ones in an IDE context. Its literally just VSCode with an agent window that you can pick the models for, and they’ll do the charging for you as a middle man
Its not one massive issue that makes it unusable, its just many small points of friction that highlight the difference between a project mostly designed by engineers and and a project that employs countless UX and design experts. I dont have it currently on any of my machines so I cant tell you in detail but even though I actually prefered Debian over other distros, it always left me a bit tired and aesthetically displeased when I had to do something besides opening the browser or working in my IDE. You can definitely improve and customize the experience but this will require quite a bit of additional time and knowledge and every couple of months something will break because the changes you made are no longer or not yet supported by the newest Linux version.
Actual copium and 0 reading comprehension reply, I literally say it's much better than it was. It still doesn't provide that much value to a base good software engineer. Acting like its anything more than StackOverflow integrated into your IDE is cope or admitting you were a shit dev to begin with. I have no issue admitting it is better now; it undeniably is. You can actually use it as a coding assistant now. I'm saying it's not doing 95% of the shit AI bros were claiming it'd be doing by now.
Essentially a lot of the palantir saas items are going to become obsolete by AI. The only growth is b2b moving slower then b2c currently once b2b catches up the same result will happen and development might turn to IDE more
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for five cancers and counting FDA PHASE 3 completion in Q1 2026 FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system PMDA approval in Japan 55+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) Patents, IP and more…
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for five cancers and counting FDA PHASE 3 completion in Q1 2026 FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system PMDA approval in Japan 55+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) Patents, IP and more…
Cursor is an IDE. You can use Codex, Claude Code and similar tools as an extension through Cursor or many other IDEs. So you can go ahead with Cursor and try whatever fit your needs
This company might take 5 years to implode, but it will. True agentic AI doesn’t need a .Net wrapper and a clumsy IDE paired with (admittedly very good) orchestration to be effective, and will be a fraction of the yearly cost, before we even begin to talk about all of the maintenance, BAs running queues, etc. A business can replace a $1M yearly UiPath licensing scenario with a developer (which you’re going to need anyway, if only for maintenance), and $20k? in tokens. If that much.
That’s a low key indictment of C++ tooling lol. The IDE really should be able to do a refactor but in reality most of them fall down at some point. I think you’d do fine without the LLM, your job would just be more tedious.
Its not AI slip anymore - especially in the software world. AI is getting scary good. For now companies (at least my 1k dev+ company is) are just paying for AI assisted IDE's for their developers. The problem is, 5 pointer tickets take 5 mins, then another 1-2 hours to review, fix security issues and test. Meaning a good dev can do 2x 5pointer tickets in a day. Normally a 5-point ticket is one that takes 1-2 weeks.
I agree with you on this statement.. I started out doing the copy paste into a chat window and got the most god awful solutions… I had to prompt specifically than correct the code.. with IDE chats.. it interprets the code base way better and returns damn good code. I still have to check it and test features properly.. but I went from few hundred lines of code a day to thousands 😭
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for five cancers and counting FDA PHASE 3 completion in H1 2026 FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system 55+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) Patents, IP and more…
90%+ software engineering work is stuff like "Ticket #1003918 - Investigate slowness in the billing report handler". You're very rarely building brand new things. The way my AI workflow using Claude models in GH Copilot IDE extension would be something like highlighting a function I suspect is the culprit, entering into the flyout chat panel in my IDE: > I think this function causes slowness during large report generation. Resource utilization (cpu seconds, memory, heap, threads) during the slowness is all normal. Do you see where the bottleneck might be? Then it think for 2 minutes and comes back with something like > This function calls another function XYZ in the data object class that has a misconfigured thread pool, because of setting ABC, during scondition DEF it processes query GHI serially instead of in parallel And then you fix the thing thats wrong. Another thing we use it for a lot is, we have some codebase with absolutely no documentation but we need to understand how it works; > Starting at main.cs crawl every function call and add a node to a mermaid chart for each function and call; annotate each node with the function's purpose A lot of our busy work is done this way now. Even using my IDE copilot chat to automatically handle the opening/transitioning/closing of ticket items as I commit work to git. MCP servers let you do a lot with the chat models from your IDE now so its kind of a nice bonus feature that it eliminates a lot of context switching.
Are you implying I wrote my last comment with AI? Because I didn’t, I write almost all my Reddit comments by hand. What makes Gemini 3.1 stand out to you so far? I just started using it an hour ago and haven’t noticed any major differences yet (but it’s still pretty early). The jump from 2.5 to 3.0 was crazy, but I’m not convinced they can keep up that level of progress consistently going forward. I am currently using Google Antigravity as an agentic IDE for coding, generally switching between Gemini Pro and Claude models. I use it as a secondary tool because I prefer Jetbrains IDEs for precision coding and like I said I don’t like having it write code for me. Aside from producing buggy code in complex use-cases, code generated via LLMs also weakens or eliminates a company’s copyright claim over the code, meaning if someone copies that code you might not have an effective legal mechanism means to stop them. It’s another barrier that complicates their usefulness — software companies have to start making the decision: “does this allow us to produce output that is better and faster enough that we are willing to offset the strength of our legal protections”?
Going to be able to fund my retirement now with all my old sata hard drives, DDR2, and my collection of IDE cables.
This is NOT the case. These two platforms attract the LOWEST tier of talent. Have you ever seen the output? It's like using a coding IDE to spit out some boiler plate code, and I literally mean the boilerplate, and passing that off as your finished product and charging like $15 for it. These platforms got reach off of VC money that's it. Any respectable pro in their respective field would never recommend looking for talent on these platforms.
I'm not so sure about that. I know many people, myself included, who have really appreciate using AI. It is super convenient and is awesome depending on the use case. The biggest thing as a non-technical person I was wow'd by was the coding IDE - being able to program your own tools in natural language was insane. Also, for work, it helps a ton when you need to solve a problem or use it to speed things up. So yeah, it is awesome and convenient honestly.
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for **five** cancers and counting **FDA PHASE 3** completion in H1 2026 FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system **55+ clinical sites worldwide** (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) Patents, IP and more…
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for **five** cancers and counting **FDA PHASE 3** completion in H1 2026 FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system **50+ clinical sites worldwide** (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) Patents, IP and more…
>That said, let's be honest, most projects out there aren't super complex or novel. Most developers write and maintain CRUD apps, and that's the exact thing the models are getting pretty good at. That's true, but largely because the CRUD industry hitched its wagon to the defective DOM. Apps that used to take 2 weeks to build in PowerBuilder, Paradox, Delphi, etc. now take like 4 months. If the pendulum swings back to CRUD-oriented-IDE's instead of general IDE's with bajillion layers, then we wouldn't need auto-bloaters like scaffolders and AI nearly as much. Simply factor long-known CRUD idioms into standard modifiable attributes. Nobody seems interested in CRUD parsimony, just buzzword collection. But you are right that if we stick with the current Bloat Industrial Complex and the evil DOM, then AI is quite useful.
How is Cursor in anyway a competition? It's a coding IDE not design creation and management software. Design is so much more than stitching together a UI.
I’ve been messing around on antigravity IDE and the agents are surprisingly good. You don’t think at the start of a project, you just prompt, go thru the details with the agent and then it just builds your first iteration. Saves me a lot of time in the planning stage
You haven't used copilot in vs code it seems , many big companies prefer that just bcuz you can access latest state of the art models right then in there in your IDE. Copilot is bigger and better structured than you think although I agree with everything else you said. Which is why I go with like VOO or VTI all of them I think will capture a specific marker with Google being at the forefront. Chatgpt will probably get acquired by msft
Someone gets it, and I agree 100% as I haven't gotten any good explanations either. And also, these are "just" the pure technical aspects of it. I don't see how AI solves the most complex aspect of all - allignment and requirements. This is what's been costly with sending stuff to contractors down south and AI won't manage it any better - what are we actually supposed to develop? What is our context? What are the dependencies? There are boatloads of external integrations, and stakeholders of all kinds with no knowledge of each other, how do we know what to interconnect? And I don't see how AI can *ever* solve this because this, and scaling an architecture, and organizing globally etc. isn't readily available information plus it's super contextual. *This* is what's costly to sort out and extremely constly when you get it wrong, the cost hasn't been about getting the for-loop down in the IDE for a very long time.
What are you talking about? Claude Code and Cursor are programming editors used by coders. Figma is a design tool used by designers. Designers make their designs in Figma, deliver them to developers, and the developers code them in their chosen IDE. The are completely different tools, for completely different professions. Although Figma is supposedly now capable of integrating with Cursor to output a design as functional code. I haven't seen that part of it work yet, but it wouldn't surprise me if it works well.
Wow what kind of nonsense are you projecting here? What about my comment even hints at insecurity? It’s a tool, I used it, saved a ton of time on boring tedious parts of code, it’s incredible. It’s that simple. Your comment is akin to someone not using an IDE because it would make your skills less sharp and the IDE would do the thinking for you! Intellisense? Compile error detection ? Why I would never!
Most of the time when I'm typing at work there is some AI constantly running queries to make suggestions for what I should type next. It's right maybe 1% of the time, so if I read every suggestion it's a time loss especially since I get derailed/distracted easily. I've learned which situations it might be useful in and try to ignore it the rest of the time, but it seems very wasteful to constantly be running queries with 2-3s inferencing times while I work. For things I specifically decide to ask an AI for because I think maybe it will work, I probably have a 1 in 10 success rate. A few times it has saved me a few hours of work because I only had to review what it did, but in those 9 out of 10 times there are a lot of hallucinations like you describe that send me looking for things which do not exist. The dead ends don't take a huge amount of time but they are annoying. I would guess that if AI was priced at what it actually costs to run plus amortized model training costs, the latter case where I ask it something specific would be worth paying for, but the thousands of prompts that are run all day while I type in an IDE or document would surely be a waste of money.
But then it's Windows 10 with a different IDE
They have 5 (!) FDA IDE’s going on, that’s 5 clinical trials in different stages. The most advanced is already in Phase 3 and **started submitting the data to the FDA for approval**, the other trials includes the most high unmet needs cancers like GBM (successfully treated the first patient), Pancreas (Successfully treated the first patient as well but should be finishing all 30 this quarter) and more. On top of the in Japan they already finished all the trials and submitted everything and passed the final committee so just awaiting the approval announcement by the PMDA.
Totally get this. I'm a security engineer and I've been leveraging an AI-assisted IDE and it's definitely accelerated my development time. I've had to do some back and forth, but overall not as much as me having to work with an engineering team that has me do the same type of requirement, design, etc,.
There’s so many variables to the effectiveness of using AI for coding at the moment. Variables like: Which model are you using? What prompts are you using? Is it an existing codebase? Which IDE are you using? Are you using the ‘plan’ modes at one step and the ‘agent’ modes for the implementation? To get good results is definitely learning curve, and devs are hesitant to try using tools that can replace their jobs. It doesn’t help that everything gets lumped into a general ‘AI‘ bucket, which isn’t very useful when models can vary wildly in performance. I’m not surprised we’re not seeing huge upswings yet because it seems we’re still in that learning and experimentation phase as devs start to integrate it into their workflows. For new tools I wouldn’t think twice about using AI to create those. I’ve had good amounts of success with getting whole new tools set up in a couple hours or so.
Google has an entire ecosystem and they have been really smart on how they are integrating Gemini in an impressive velocity and google also owns around 14% of **Anthropic** (Claude) so thats interesting because Claude still remains in general as the best AI for coding, so its like the best of both worlds and with the new Antigravity IDE, google is killing it. Here is where you can see how Microsoft is getting so far behind, because they also have a massige ecosystem with OneDrive, Excel, PPT, Word, windows and Copilot is not even close to Gemini, Claude or Chatgpt. Anyways, I see Google achieving the dominance because of their capability to offer other stuff along with Gemini, they are being smart on attracting new clients or having other to upgrade their current plan, for example they give you 2TB storage with your PRO subscription (20$), again Microsoft can offer something similar but they are like sleeping in the water. And remember, Google was like 2 years behind all of them, really impresive.
But it's just making AI slop. Like, how has it made anyone money other than NVDA. Every company I hear is losing money. I hear Cursor IDE is losing money now because of people migrating to Antigravity and Gemini. I am a bot.
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for five cancers and counting Including FDA PHASE 3 completion for one indication in H1 2026 And FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system 50+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy… and of course Japan where they are expected approval) Patents, IP and more…
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for five cancers and counting Including FDA PHASE 3 completion for one indication in H1 2026 And FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system 50+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy… and of course Japan where they are expected approval) Patents, IP and more…
Keytruda is the #1 selling drug worldwide, all that despite only 19% of patients responding and only 5% showing complete response. Although a small sample size, but a combination therapy trial using Keytruda with a DRTS treatment (which has shown the ability to activate the immune system) has shown effectively 100% patient response and 50% complete response. If this holds up it’s an industry changer in and of itself, so the this is what they are potentially looking into with a larger trial and an FDA IDE to do so
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for five cancers and counting Including FDA PHASE 3 completion for one indication in H1 2026 And FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system 50+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy…) Patents, IP and more…
I don't think many people are using self hosted deepseek as their model in their IDE to write code. In order to catch up you still need to train and even if the cost of chips crashes the cost of electricity and water won't. The difference between 80% accuracy and 85% is massive because of perception and companies are likely going to be the ones paying for the 85%. I think we're going to see free models better than self hosted deepseek disappear since they won't be able to keep running at cost to gain market share.
Agree to disagree. First of all, sadly, there are enough cancer cases for many companies to be successful (please god let’s get to the day that a company could have a cancer treatment but the competition for good treatments outweighs the need for them) Secondly, DRTS is in phase 3 of the FDA with five IDE’s going on, expecting PMDA approval any day now, have all the cash on hand etc etc, the risk is almost nonexistent while the reward could be anywhere between 10-100+ per share (with 10 coming in the next quarter and 100+ coming after)
Happy to hear you read about it, that’s the real point of the post (always DYOR, although I do believe it’s a good buy) Of course it’s NFA, and I understand the hesitancy and would never tell anyone if or when to buy, I would just note that it was sitting around 4$ and has then risen off of real good news (specifically the GBM, but that’s after the Pancreas as well, getting FDA approval for the manufacturing facility, getting an IDE for Prostate and more and more), so even if the price corrects a little, there’s no reason it shouldn’t stay around these levels (with the PMDA around the corner, not knowing when it really gets announced and then it probably has a run) I’ve been following the company for years now, accumulating along the way so my average is lower than the current price, but I ain’t selling anytime soon I’m long and truly believe in the potential
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for **five** cancers and counting **FDA PHASE 3** completion for one indication in H1 2026 FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system response **50+ clinical sites worldwide** (including USA, UK, Canada, France, Germany, Russia, Italy…) Patents, IP and more…
It’s a process, the treatment itself has proven to be effective 100% of the time (meaning there has yet to be a solid tumor that hasn’t responded, it’s basically physics). Now the “challenge” is to get access to the tumors in a safe way, to implement the treatment, which slowly (and ramping up quickly) has happened tumor type after tumor type. The company gets an approval to treat -> successfully treats (proving both safety and effectiveness) -> gets approval for larger scale trials -> success again -> and so on and so forth. They have 5 simultaneous IDE’s with one of them being phase 3 of the FDA, and that’s only in the US as they are treating in many other countries as well
DRTS has many catalysts lined up: Yesterday successfully treated 1st GBM patient (IDE will continue and results will come) PMDA approval in Japan (near term, could be as soon as before EOY) Pancreas study progress and results (first patient was successfully treated) Phase 3 recruitment completion for cSCC New FDA trials launching (most recently prostate while next could be head & neck) Commercial manufacturing facility completion (recently approved by the FDA)
They recently completed a 30-40 Pancreatic Cancer patients trial in Canada, they have 5 IDE’s going on with the cSCC being phase 3, and have 50+ clinical sites worldwide along with many years of preclinical treatments and data. The actual treatment is pretty much physics as you could see here: https://youtu.be/rLgMmDbJxJ8?si=3IiRl3pZ5v_OGHKW And there are patient testimonials there as well: https://youtu.be/3-wKoSCozA8?si=ZwTHE2JlrPTUadmY
Great points! First note is that the treatment activates the immune system as well, since the treatment doesn’t harm the healthy tissue around the tumor it allows the body to learn to detect the cancer cells and how to attack them. To address the funnel, they could pretty much treat all shapes and sizes, but more importantly (to answer the business concerns) this treatment is effective for ALL solid tumors. Skin, head and neck, pancreas, lungs, breast, prostate and more have all been treated successfully in pre clinical and some already in clinical (they have five IDE’s live in the US), so the patient population (sadly) is millions of annually new cases. And lastly to the point about other countries, they already have clinical sites in the UK, Germany, Italy, France, Russia, Canada and more…
First of all I’m 100% with you on the beat cancer front, that’s what’s really exciting about it (it just happens to be that if it is successful at saving millions of people it will then make investors millions of dollars). And on the FDA front, the FDA loves DRTS. They just granted them their FIFTH simultaneous IDE. They awarded them with Breakthrough Device Designation. Accepted them into the TAP program. Certified them with the MDSAP. And more…
The ceiling is really high, the treatment is effective for all solid tumors, with dozens successfully tested in pre clinical trials (yet to find a tumor that doesn’t respond, including breast, lungs, pancreas, prostate, skin, head and neck etc) and 5(!) currently active IDE’s If we take just pancreas for example, and only in the US, that’s 60K new annual cases that would need the DRTS treatment, with a cost basis of say 100K$ that’s billions in annual revenue from one indication alone and only in the US. With a market cap of only ~350M… price target could be 10$+ easily (in the near term say a few months from now)
They’re both early so it’s hard to directly compare without more data. I prefer the alpha radiation approach from DRTS, I think it will prove to be highly destructive to tumor cells without being impacted by the tumor’s micro environment and with no impact to surrounding healthy tissue. As an investor, taking the IDE pathway to approval versus the IND pathway is also a significant difference, although PSTV is well ahead in the development process for GBM…
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for **five** cancers and counting **FDA PHASE 3** completion for one indication in H1 2026 FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system response **50+ clinical sites worldwide** (including USA, UK, Canada, France, Germany, Russia, Italy…) Patents, IP and more…
Here’s the news about the fifth IDE: https://www.alphatau.com/single-post/alpha-tau-receives-fda-approval-to-initiate-a-trial-for-patients-with-locally-recurrent-prostate-can
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for **five** cancers and counting **FDA PHASE 3** completion for one indication in H1 2026 FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system response **50+ clinical sites worldwide** (including USA, UK, Canada, France, Germany, Russia, Italy…) Patents, IP and more…
Some seem to think that the GBM news could be a wake up call as well, and I could understand why. I don’t think the market is aware or understands that DRTS’s treatment could actually treat GBM, if that proves to be right (which it did in the earlier trials earning it the FDA Breakthrough Device Designation along with getting included in the FDA’s TAP program, and is now recruiting patients for the IDE) that could definitely get some attention as well.
Spot on, there’s so much to love about it. Ppl treat the many IDE’s as if they are ‘many shots on goal’, although that might be true, and as none of them have been completed yet that might be of comfort for those afraid it might not get approved, but the truth of the matter is what you’ve said - it’s THE SAME treatment for all solid tumors, it’s just about proving they could reach and treat in a safe way. Each of the trials just further validates the treatment as it’s basic physics and works the same for all solid tumors, therefore increasing the TAM, which in DRTS’s case means more potential lives saved which is awesome to be a part of while enjoying the gains as well.
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for **five** cancers and counting **FDA PHASE 3** completion for one indication in H1 2026 FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system response **50+ clinical sites worldwide** (including USA, UK, Canada, France, Germany, Russia, Italy…) Patents, IP and more…
**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** FDA Breakthrough Device Designation FDA TAP program inclusion FDA MDSAP certification FDA IDE’s for **five** cancers and counting **FDA PHASE 3** completion for one indication in H1 2026 FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) FDA approval for commercial factory in the US, with other factories built and more in planing 100% tumor response rate in early FDA trials Effective against all tumor types, including unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… Activates immune system response **50+ clinical sites worldwide** (including USA, UK, Canada, France, Germany, Russia, Italy…) Patents, IP and more…
They are paying cursor who does not have an AI model, it’s just an IDE that connects to existing models. Cursor is probably making money because they are not actually an AI company really, they are a customer. The existing AI models cost a shitload of energy and hardware to run, those companies are all hemorrhaging money like crazy lol
Not too much with the CLI tools. I work in test automation and do a lo more of the dev ops and what not for our pipelines on top of the test automation. Getting copilot into IDE has been great. Thing basically write code for you, but it only really works well if you have a foundation in code. Like to me, I think the days of being a JR developer is going to be way harder as companies just want to hire more experienced developers who work faster. I still think on the SaaS side of the world, you get more bottle necks from product. Like not getting good Acceptance Criteria on stories or bad designs. Being able to code faster is great, but doesn't mean you are going to ship faster, especially the larger the companies. The vibe coding stuff is cool. Kind of reminds me of like ruby on rails came out. Ruby on rails made it super easy to use a CLI and create everything you need for a web app. I just don't see a world, at least in bigger companies, where these tools are going to be more than productivity boosters. I do wonder if companies take a spin of building their own software first though.
The increase in screen understanding for Gemini 3 is such a massive game-changer for me and I don't believe the market has caught on yet. Antigravity is great as well, but screen-understanding has the potential to take agentic AI out of the IDE. This means potentially unlocking productivity benefits in back office functions outside of technology where the gains have so far been focused.
OpenAI is going to be ultra fucked by Googl The new model feedback is the exact opposite of how gpt 5 was received Apparently, they are crushing real world results and benchmarks Their new IDE has been tried by so many people that it crashed their login servers briefly I'm curious who will be dumb enough to throw money at openai in the next round
Yeah, Gemini 3 is also listed on Google's new IDE, 'Antigravity' page.
I appreciate the genuine questions! Since it is a biotech stock, I believe the clinical trials failing, not getting FDA approval, running out of cash, and a general market crash are the biggest risks. I know I’m not necessarily supposed to counter, but for me a big part of the appeal of the stock is the risk management. The trials still might fail and there’s no way to know if and when the FDA will approve, but the results up to this day are amazing, and understanding how it works it’s basically physics that have been proven to work hundreds of time on dozens of tumors (every tumor tested has responded). The FDA has granted the treatment FDA breakthrough device designation, has accepted it into the FDA TAP program, it’s got MDSAP certification, FDA IDE’s for different cancer types, FDA approved its manufacturing facility and more so safe to say things are going well and the relationship with the FDA is a positive one. From the financial side they have runway for a few years, while the PMDA in Japan is expected to approve them to go to market very soon, and the FDA could as well for skin cancer (although their real goal is the inner organs) which could both mean it will no longer be pre-revenue.