Two major exits—SpaceX's $60B acquisition of Cursor and Stripe's ~$8B deal for OpenRouter—validate a16z's megafund model and infrastructure investing thesis, delivering $8B+ in returns on $320M invested. Meanwhile, OpenAI and Anthropic's IPO-bound growth figures paint a more complex picture of AI's near-term economics.
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Topics: AI (Horizontal) · Venture Capital & Startups
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