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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

#82
post #46
post #25

Earlier quoted context omitted.

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...

Oh, I see.

Though, in fairness, that's probably the important part. Like a base model plus "coding smarts" is probably perfect for the situation.

But maybe not as much value as I was thinking.

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

#83
I imagine none of us had this on our bingo cards.

If this is an acquihire, it doesn't compute for me (though I can't say I understand how things work in the world of the 60B level). LLMs are new enough that nobody has a big enough headstart to warrant a 60B personnel change.

The IPO angle also doesn't make sense. Musk cultists were gonna buy anyway; this doesn't change that. And for everyone else, who wants to pay down debt on an acquisition whose effect will almost certainly not be palpable in mainstream circles, if at all?

I don't fully understand the influence that comes with SpaceX subsidies and government contracts, but I gotta believe that rounding up non-lab AI chops are on that agenda?

The exact options - 60B for acquisition (obviously not a cash deal, right?) or 10B for unspecified services rendered... also don't make sense for either of the first two.

Is this just a way of the government securing contractors by proxy that wouldn't pass muster if done through the normal channels?

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

#85
Elon doesn't know what to do. Ani failed, no one apart from his alt accounts is interested in Grok pictures.

Since the firing of several Grok founders, Grok has decreased in capabilities. It is illogical and insults users when called out.

So he does what everyone does. Write more dev tools, slap a price on it and hope retail investors will be impressed in the IPO. The $60 billion is of course optional and will just be used in the IPO to inflate the valuation.

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

#86

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.

JetBrains is crying in the corner...

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

#88

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.

Plot twist: Build the Dyson sphere around Earth and charge for sunlight…

"Have You Ever Seen the Sun Set at 3pm?"

https://youtu.be/hjdMYyjnmks?si=iyoVV-oZAPmQtp1B

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

#89
post #65

I really don't know what Elon is thinking here because SpaceX's IPO is already precarious, for several reasons: 1. It was used to rescue himself and key investors from overpaying for Twitter, which was first rescued through xAI (and I don't know why anyone thought investing in xAI was a good idea but here we are). If our regulators weren't defanged, this deal would've gotten alot more scrutiny (IMHO). Whatever the ca…

Starship won’t compete with F9, or BO because it is fully reusable and cost less than either. The Chinese are not a player in the global launch services market at all so don’t count.

Starship isn’t comparable to Falcon Heavy because it has vastly more volume, which will make it the cheapest way to launch Starlinks, which will be a lot of launches to begin with.

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