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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

#91

Post by NetMageSCW »

bmitc wrote: post #42

Government subsidized purchase of a private company. Fantastic. All funded by the taxpayer to send rockets to a dead planet and to burn up all the energy on our alive but suffering planet.

Point to any government subsidies for SpaceX - or do you think your salary is a subsidy and everything you do at work is worthless to your employer?

SpaceX has paid for contracts to deliver services to the government and those services have saved the government billions of dollars compared to the alternative.

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

#92

Post by impulser_ »

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…

Cursor is still the best coding environment and hardness. It's actually not really close. They are so good that they actually made Gemini usable.

The problem is they can't compete with Anthropic and OpenAI because they can't sell Opus and GPT at a discount to subscribers like OpenAI and Anthropic do with their subscriptions.

So they either need to build a competing model or slowly die.

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

#94

Post by nikcub »

knee-jerk is that it's weird, but makes sense:

* X will have a total of ~2GW of GPU sometime this year largely not doing much outside of 'grok is this true'

* despite no longer being in vogue with consumer devs Cursor still has a lot of developer data that can assist in building a model

* Cursor have decent enterprise relationships (while for xAI it is ~zero) and that's where the real revenue for llms + agents is

* Cursor are paying retail for tokens and competing against the frontier model co's who are also their suppliers. Not sustainable (hence their in-house composer model).

* Cursor the product covers the gamut from lovable-style prompt-to-app, an IDE, cli and bugbot

* X are using "x bucks" to pay for a potential later acquisition which are arguably overvalued based on the space x IPO hype

Option there to give X a window to make it work, otherwise walk away with a $10B breakup fee for access to it's data

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

#95

Post by JumpCrisscross »

codingusuir wrote: post #52
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.

this is Elon's desperate move to fix his weak coding problem. He recently stated he feels he is far behind in agentic coding, and that apparently that's what matters.

> He recently stated he feels he is far behind in agentic coding, and that apparently that's what matters

Sure. My question was why. And my loose interrogation of the question, together with some unique domain expertise, suggests he found an excuse to work towards a Dyson sphere.

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

#97

Post by mikert89 »

cyberax wrote: post #86
bastawhiz wrote: post #78

Earlier quoted context omitted.

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...

Jetbrains has gone so far downhill

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

#99

Post by boplicity »

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 actually really like Composer 2. For my use case, between the planning tool, and getting it to ask a lot of clarifying questions, I regularly get very good results. I'm not doing anything complex though; mostly staying in the lane of very common web app type code.

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

#100

Post by ellisv »

cyberax wrote: post #86
bastawhiz wrote: post #78

Earlier quoted context omitted.

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...

I honestly can’t believe how poorly JetBrains has done. I used to love PyCharm but now it’s so far behind. I still use DataGrip but it is absolute dogshit when it comes to agentic coding.
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