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SpaceX says it has agreement to acquire Cursor for $60B

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Re: SpaceX says it has agreement to acquire Cursor for $60B

#43
post #31

This feels like another Twitter moment... unless he's absolutely desperate for engineers who can train LLMs. In that case it's basically an acquihire. Otherwise, this makes absolutely zero sense.

did cursor do model training? I thought it used models built by other companies

Re: SpaceX says it has agreement to acquire Cursor for $60B

#46
post #25
post #5

$50bn for a harness makes no sense, what am I missing?

I thought Cursor has started making their own models. Did I confuse them with someone else?

Their Composer 2 model is Kimi (an open model) with additional RL fine-tuning, for whatever that information is worth to you: https://techcrunch.com/2026/03/22/cursor-admits-its-new-codi...

Re: SpaceX says it has agreement to acquire Cursor for $60B

#47

What are we even doing here. I have no idea what this has to do with aerospace, but I know a bit about software and this does not look great. Cursor is obviously on a serious decline and has little to no moat in the area they are building in (IDE), which we kinda now know is maybe not even the right area (CLI). I feel like this is just a bad move?

AFAIK cursor is basically the only player right now not subsidizing tokens out the ass, and has been seeing solid growth across individual and enterprise with almost every model performing best in their harness. Not sure how that’s a serious decline.

Re: SpaceX says it has agreement to acquire Cursor for $60B

#49

Earlier quoted context omitted.

> no idea what this has to do with aerospace SpaceX is no longer SpaceX per se , but SpaceX-xAI. My TL; DR (and this is mine, personally) is its mission has pivoted from colonising Mars to building a Dyson sphere. Space-based datacentres are a demand excuse for putting lots of solar panels in space. Going one level down, more Cursor use is a demand excuse for putting lots of datacentres anywhere.

This is like me, a couch potato, pivoting from "I'm going to run a half marathon" to "I'm going to do a marathon in under ten minutes"

If we're talking Dyson spheres, this is like going from a half-marathon to running the distance from Earth to Betelgeuse. It's just not a realistic endeavor.

Re: SpaceX says it has agreement to acquire Cursor for $60B

#50
post #31

This feels like another Twitter moment... unless he's absolutely desperate for engineers who can train LLMs. In that case it's basically an acquihire. Otherwise, this makes absolutely zero sense.

did cursor do model training? I thought it used models built by other companies

Yes, https://cursor.com/docs/models/cursor-composer-2
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