HeyJaredElsa Capital Blog
Perspectives from Elsa Capital, a thesis-driven venture firm investing in AI, with a focus on financial and professional services.
- Indexed issues, last 90 days
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- Jul 9, 2026
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- Jul 9, 2026
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Beyond Growth: What Matters for Value Creation in AI (opens the original)
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Cursor has had one of the most dramatic public consensus arcs in AI. Just 1.5 years ago, it was celebrated as the first breakout AI application company. Then Anthropic launched Claude Code, quickly gaining momentum, and later OpenAI launched Codex. Suddenly, the market narrative became: “Cursor is dead.” The argument was simple: how can an AI application startup survive when the two frontier labs — valued at ~$2Tn combined — decide to compete directly, head to head?Then SpaceX announced it would
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