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I’m no fan of Elon Musk, but even from a neutral perspective I’m bewildered by the merger between X, X.ai, and SpaceX and now this acquisition of Cursor. What’s the endgame? How does this help with the whole vision of “we all live in space and mine resources from the Moon and have data centers on Mars”?
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 * C…
You forgot to consider whether all this is worth $60B.
I see two possibilities:
(1) SpaceX is paying with stock; and
(2) the $60bn pay-out is (a) conditional or (b) never going to be exercised—it was a stalking horse for negotiating the $10bn terms, which gives SpaceX everything it actually wants.
I guess I kinda see it... it makes sense from both points of view (xAI needs data + places to run their models, cursor needs to not be reliant on Anthropic/OpenAI).
I think I don't see it working out... I just don't see an Elon company sustaining a culture that leads to a high-quality AI lab, even with the data + compute.
Lots of people in the comments talking about how this is about training data, but surely this is actually about hiring competent people after the mass exodus/firing at xAI?
I'm out of the loop - what moat does Cursor even have now, and why is it worth $60B?
Lots of people in the comments talking about how this is about training data, but surely this is actually about hiring competent people after the mass exodus/firing at xAI?
We have reached peak stupid.
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.
Wow, we are seeing the dark underbelly of the beast here. Nobody talks about cursor anymore for a reason. Look, I'm not saying it's not useful and discounting anyone getting value out of it... But it's clearly not worth 60B dollars in April 2026.