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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

#71

Post by kibwen »

JumpCrisscross wrote: post #18
AirMax98 wrote: post #10

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?

> 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.

> its mission has pivoted from colonising Mars to building a Dyson sphere

Obligatory mention: https://www.youtube.com/watch?v=fLzEX1TPBFM

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

#72

Post by JumpCrisscross »

kibwen wrote: post #71
JumpCrisscross wrote: post #18

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.

> its mission has pivoted from colonising Mars to building a Dyson sphere Obligatory mention: https://www.youtube.com/watch?v=fLzEX1TPBFM

She put it in the same category as AI or human-shaped robots. Those are two things Musk is working on. I stand by my theory.

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

#73

Post by stingrae »

albertwang wrote: post #59

SpaceX’s announcement (non paywalled): https://x.com/spacex/status/2046713419978453374

"SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI.

The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.

Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together."

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

#74

Post by sippeangelo »

That's a hefty payday for a model that barely functions! Every time I run out of API credits and get kicked back to Composer 2 I feel like I'm better off just packing up for the rest of the month.

I feel like we're finally at a point where you don't have to constantly argue with and constantly babysit coding models, which makes it even more frustrating when you're suddenly forced to deal with one that ignores your instructions and gets stuck in thinking loops again.

I suspect it's the vast troves of training data rather than any tech that Cursor possesses that SpaceX is after...

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

#75

Post by cindyllm »

SilverElfin wrote: post #67
AirMax98 wrote: post #10

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?

Isn’t it obvious? Musk bailed out his Twitter investors with xAI. Then he bailed out xAI with SpaceX. Now he realizes that no one thinks xAI is worth the hundreds of billions he claimed it was in that potentially fraudulent transaction, and is trying to make Grok and xAI relevant by getting access to customers in the AI coding space. But in the end, it’s SpaceX share holders who are being made fools of and soon, espe…

[dead]

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

#78

Post by bastawhiz »

sippeangelo wrote: post #74

That's a hefty payday for a model that barely functions! Every time I run out of API credits and get kicked back to Composer 2 I feel like I'm better off just packing up for the rest of the month. I feel like we're finally at a point where you don't have to constantly argue with and constantly babysit coding models, which makes it even more frustrating when you're suddenly forced to deal with one that ignores your in…

I doubt they're buying it for Composer, I imagine they're buying it for the agent harness. It's arguably the best non-Anthropic agentic coding harness, and you get _all the models_ for one subscription price.
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