Motley Fool Money - SpaceX Goes on $60 Billion AI Buying Spree

Episode Date: April 22, 2026

SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we cover Amazon’s move into GLP-1s and Meta’s new AI use case. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - SpaceX agrees to buy Cursor - Amazon gets into GLP-1s - Meta’s AI spyware Companies discussed: Amazon (AMZN), Hims & Hers (HIMS), Meta Platforms (META), Alphabet (GOOG, GOOGL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd, Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceX is making another big acquisition, this time buying cursor. Does that make sense long term? Motley Full Money starts now. Welcome back to Motley Full Money. Amazon announced this week that it's getting into the GLP1 game. The company is bringing GLP1 pills and pens as they're now known to its platform. This doesn't necessarily include the prescription, so you can just get your access to GLP1s. You can also go through the Amazon prescriptions.

But, you know, Rachel, this is interesting because Amazon keeps moving more and more into the medical field. You can get more and more of your prescriptions there. Who are they, what's the goal here and who are they ultimately going after? Yeah, this is a really interesting bit of news. I mean, it's a major shift. I think one of the things that Amazon is looking to solve here is to fix one of the messier parts of health care, which is getting the actual medication to consumers.

and Amazon's really leading into their strengths as a logistics and pharmacy powerhouse. So under this new program, if you have an existing prescription for a GLP1 medication, or you go and visit a doctor through one medical, either virtually or in person, you can get a prescription for a GLP1, and Amazon is going to help facilitate that process of getting it to you as the consumer. You know, bringing GLP1 pills and pens directly into the Amazon pharmacy ecosystem, they're really cutting out the middleman. they're focusing on the supply chains. You can see how this could be more disruptive to your

traditional pharmacy chains like CVS per se than necessarily the telehealth companies we think of, right, like Hymns and Rowe. I think the strategy here is to really leverage the trust and speed that people expect from Amazon delivery, you know, integrating these medications with existing one medical clinics and pharmacy hubs. You know, there's going to be thousands of cities where Amazon is now going to be offering same-day delivery of JLP1. I read they have plans to expand that reach to up to 4,500 cities by the end of the year. And I think the bottom line here is Amazon's betting that customers are going to choose reliability, fast shipping over maybe the niche branding of smaller telehealth startups. They have hundreds of millions of prime members. They have a

delivery network that no startup can really match. They offer lower prices. There's a level of convenience that can make some of the smaller platforms look like a hassle. So I actually think this is a good boo for them. I mean, there's always the risk that Amazon, which is doing a million different things, might struggle with some of the elements of actually getting the medication to customers. But I think that overall this is good news for Amazon. I think it's great news for its customers. Lou, the challenge here might be that this is supposed to be, Amazon's supposed to be this

customer-focused company, but don't customers love going to CVS? Yeah, do they? I mean, where else do you get those receipts, right? Yeah. Look, I get, GLP-1s are splashy, so I see why this is a big deal, but this is what Amazon has been doing for a while. It really doesn't have anything to do with health care. As Rachel said, it's disrupting the pharmaceuticals. There are a lot of people who go running out to the pharmacy, especially for, you know, maintenance drugs, like a statin or a GLP1, you know, where you don't need it this second because I have the flu and I need, you know, real quick, it could be a hassle to get, you know, there are a lot of people in parts of their life where the delivery makes sense.

I think this is good for the consumer. It doesn't really threaten the Rose of the Hymns of the world. I think Amazon is deliberately avoiding that because, quite frankly, they don't have to. You know, Travis, we can argue this all day, but the dock-in-the-box model that Hymns and Roe, these guys are trying to do, maybe it's because they're trying to disrupt healthcare, Maybe it's because it's their only way to do it. They need to do it. It can work, but you can also get, if you touch the wrong wire, you get electrocuted there. Amazon doesn't have to do that. And so they're not coming after these guys. These guys will remain fringe, but for the core

medical establishment, this is just a more efficient way to get your medicines, just like Amazon.com can be a more efficient way to get your, I don't know, paper towels or whatever you need each month versus going to Walmart. It's going to be so interesting to see how they handle this transparency, too. This is one thing as we look at, you know, the kids get prescriptions periodically and, you know, we have allergies and things like that. And you go to Amazon and you can actually see what you're going to pay.

And when you walk into a CVS or a Walgreens, especially buying something like an EpiPen, which we've got to do a couple times a year. That's always my go-to story. But you have no idea if you're going to be paying nothing or are you going to be paying $600 for those things? So I would applaud them for at least bringing that transparency and easy distribution because if I can save myself that hour or two standing in line and arguing with the pharmacist,

that's going to be a huge win for consumers. So it would be interesting to see where they take this. We've had this conversation for health care is definitely broken, and I am all for trying to fix it. I think what you're talking about is definitely that. I mean, I'm skeptical about Roe or Hems as the solution, But the bittersweet thing here for me is, do you remember, it was what, just a decade ago that Amazon was teaming with Berkshire and J.P. Morgan and they were going, like the super friends of health care, they were going to just meet in their Hall of Justice and they were going to fix health care. I think what they discovered is what everyone who has tried this is discovery. It's really, really hard to fix. At least Amazon is now trying to attack the part where they can lean into their strengths. But gosh, we need a better system. And I think it's, I guess, yay, we're getting, Little improvements in the fringes.

Yeah, we've got to cheer the small things, I guess, when it comes to health care. When we come back, we're going to talk about Mark Zuckerberg, potentially finding the perfect use case for artificial intelligence, tracking his employees. You're listening to Motley Full Money. Welcome back to Motley Full Money. Amazon announced this week that it's getting into the GLP1 game. The company is bringing GLP1 pills and pens, as they're now known to its platform. this doesn't necessarily include the prescriptions. You can just get your access to GLP1s.

You can also go through the Amazon prescriptions. But, you know, Rachel, this is interesting because Amazon keeps moving more and more into the medical field. You can get more and more of your prescriptions there. Who are they, what's the goal here and who are they ultimately going after? Yeah, this is a really interesting bit of news. I mean, it's a major shift. I think one of the things that Amazon is looking to solve here, is to fix one of the messier parts of healthcare,

which is getting the actual medication to consumers. And Amazon's really leading into their strengths as a logistics and pharmacy powerhouse. So under this new program, if you have an existing prescription for a GLP-1 medication, or you go and visit a doctor through one medical, either virtually or in-person, you can get a prescription for a GLP-1,

and Amazon is going to help facilitate that process of getting it to you as the consumer. You know, bringing GLP-1 pills and pens directly into the Amazon pharmacy ecosystem. They're really cutting out the middlemen. They're focusing on the supply chains. You can see how this could be more disruptive to your traditional pharmacy chains like CVS per se

than necessarily the telehealth companies we think of, right, like Hymns and Roe. I think the strategy here is to really leverage the trust and speed that people expect from Amazon delivery, integrating these medications with existing one medical clinics and pharmacy hubs. You know, there's going to be thousands of cities where Amazon is now going to be offering same-day delivery of JLP1.

I read they have plans to expand that reach to up to 4,500 cities by the end of the year. And I think the bottom line here is Amazon's betting that customers are going to choose reliability, fast shipping over maybe the niche branding of smaller telehealth startups. They have hundreds of millions of prime members. They have a delivery network that no startup can really match. They offer lower prices. There's a level of convenience that can make some of the... the smaller platforms look like a hassle. So I actually think this is a good move for them. I mean,

there's always the risk that Amazon, which is doing a million different things, might struggle with some of the elements of actually getting the medication to customers. But I think that overall this is good news for Amazon. I think it's great news for its customers. Lou, the challenge here might be that this is supposed to be, Amazon's supposed to be this customer-focused company, but don't customers love going to CVS? Yeah, do they? I mean, where else? you get those receipts, right? Yeah. Look, I get, GLP ones are splashy, so I see why this is a big deal, but this is what Amazon has been doing for a while. It really doesn't have anything to do with healthcare. As Rachel said, it's disrupting the pharmaceuticals. There are a lot of people who

go running out to the pharmacy, especially for, you know, maintenance drugs, like a statin or a GLP1, you know, where you don't need it this second because I have the flu and I need, you know, real quick. It could be a hassle to get, you know, there are a lot of people in parts of their life where the delivery makes sense. I think this is good for the consumer. It doesn't really threaten the Rose of the Hymns of the world. I think Amazon is deliberately avoiding that, because quite frankly, they don't have to. You know, Travis, we can argue this all day, but the Doc and the Box model that Hems and Roe, these guys are trying to do, maybe it's because they're trying to disrupt healthcare. Maybe it's because it's their only way to do it. They need to do

It can work, but you can also get, if you touch the wrong wire, you get electrocuted there. Amazon doesn't have to do that. And so they're not coming after these guys. These guys will remain fringe, but for the core medical establishment, this is just a more efficient way to get your medicines, just like Amazon.com can be a more efficient way to get your, I don't know, paper towels or whatever you need each month versus going to Walmart. It's going to be so interesting to see how they handle this transparency too. This is one thing as we look at, you know, the kids get prescriptions periodically and, you know,

we have allergies and things like that. And you go to Amazon and you can actually see what you're going to pay. And when you walk into a CVS or a Walgreens, especially buying something like an EpiPen, which we've got to do a couple times a year. That's always my go-to story, but you have no idea if you're going to be paying nothing or you're going to be paying $600 for those things. So I would applaud them for at least bringing that transparency and easy distribution because if I can save myself that hour or two standing in line and arguing with the pharmacist,

that's going to be a huge win for consumers. So it'd be interesting to see where they take this. We've had this conversation before. Health care is definitely broken. And I am all for trying to fix it. And I think what you're talking about is definitely that. I mean, I'm skeptical about Roe or Hems as the solution. But the bittersweet thing here for me is, do you remember it was what, just a decade ago

that Amazon was teaming with Berkshire and J.P. Morgan, and they were going to, like the super friends of healthcare, they were going to just meet in their Hall of Justice and they were going to fix health care. I think what they discovered is what everyone who has tried this is discovered. It's really, really hard to fix. At least Amazon is now trying to attack the part where they can lean into their strengths. But gosh, we need a better system. And I think it's, I guess, yay, we're getting little improvements in the fringes. Yeah, to share the small things, I guess, when it comes to healthcare.

When we come back, we're going to talk about Mark Zuckerberg, potentially finding the perfect use case for artificial intelligence, tracking his employees. You're listening to Motley Full Money. Welcome back to Motley Full Money. Meta has found its new use case for artificial intelligence. This is a variety of different sources, but Reuters headline, I think, was the most telling.

Meta to start capturing employee mouse movements and keystrokes for AI training data. Rachel has Mark Zuckerberg found the perfect use case for AI. I think that remains to be seen. So this idea of tracking every click scroll and keystroke under the guise of productivity and future model training, maybe that said. This means they'd be essentially turning their own workforce into this massive living, ongoing data set. So then you have to think is the use case for AI just finding more efficient ways to look over your shoulder?

I don't know about that. It does kind of raise some questions about the future of work. in an AI-driven economy, right? You know, if meta succeeds in productizing the literal brain power and workflows of its engineers, for example, are they building a replacement for that workforce eventually? It's interesting. We've spent years worrying about what AI will do to us, but maybe we should have been more worried about what it's going to watch us do. I think Zuck is trying to not just build the future. I think he's trying to watch us build it too. Maybe in the world of big tech, the line between cutting edge innovation and the digital overlord has never been

more blurred. But I can't say I'm surprised by this news. It'd be interesting to say what those data sets actually look like if we ever get to see them. Lou Zuck's arc is so fascinating because he goes from villain to hero to villain. And now I think he's maybe take another villain turn if he's tracking everybody this closely. I guess. Look, I'm not here to defend this, but come on, everybody's been doing this forever. It's just a new tool to do it. So I'm kind of over But I have two points to make, a serious one and then maybe a not so serious one. For one, I do think that this does, this is admitting a vulnerability. Okay?

The reason to do this is there really isn't the high quality interactive training data they need to actually replace their employees. There isn't a source for that other than the employees who are doing it, which is, look, maybe Zuck has figured out a way. So it's not a, it's, there's ways around that vulnerability, but it does feel like that this a mission of weakness. But Travis, here's the funniest thing. The AI does this. It starts training by watching people. And suddenly the AI, instead of being this productive machine, ends up spending half the day scrolling Instagram or going on Amazon to try and find a dress

or something or something for the weekend. There are so many ways that this could like backfire where if we make AI more human, be careful what you wish for. Yeah. You could argue that meta has been making people less personal. productive for the last 20 years. Maybe this will make AI less productive as well. The future we begged for. As always, people on the program may have interest in the stocks they talk about and the Motley Fool may have formal recommendations for or against, so don't buy our sell stocks based solely on what you hear. All personal finance content follows the Montley Fool's

editorial standards and is not approved by advertisers, advertisements are sponsored content and provided for informational purposes only. To see our full advertising disclosure, please check out our show notes. For Lou Whiteman, Rachel Warren, Barton, Barton, Behind the Glass. I'm Travis William. Thanks for listening to Motley Full Money. We'll see you here tomorrow.