SpaceX is about to go public. If it acquires Cursor in the future, replicates Anthropic's business model, and achieves operational success, then SpaceX could potentially surpass Google, Apple, and even Nvidia in market capitalization. Because Anthropic's current success likely indicates that this kind of model will be the Apple of the future AI agent era — one that combines the operating system with terminals that directly reach must-pay users. Led by Elon Musk and loaded with the strongest matching business model in the AI space, SpaceX has a strong chance to become the market cap king of the AI agent era.