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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

#491

Post by pythonaut_16 »

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.

Arguably more accurate is that it pivoted from colonising Mars to Elon's personal piggy bank to bail out his other failing bets.

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

#492

Post by beepbooptheory »

Havoc wrote: post #178
nikcub wrote: post #94

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've literally got tools like opencode that are MIT licensed. Most of those points X could do on their own or are things that make this attractive for cursor not X. e.g. Need developer data? Use some of that spare GPU compute, hand out free top end model coding access for a bit and you'll very rapidly have developer data >decent enterprise relationships I guess. 60B worth of "relationships" though?

But if the developers are to presumably use the model you give out, what data are you going to get from them thats useful?

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

#493

Post by mlinsey »

gpm wrote: post #204
Lonestar1440 wrote: post #195

So SpaceX bought a $60B Option on Cursor, plus a bunch of services, for $10B. If strike date comes and Cursor is in fact worth less than $60B... they can move to acquire it for that price. Or just let it "expire". And if it's worth more, they get a savage good deal. If the services were worth $8B anyway, it's hard to lose. It seems less crazy to me through this lens. A straight acquisition, today, at $60B would in fa…

Paying $10B for the option is also crazy though. Paying $10B for the thing outright and not just an option would be absurdly high.

Is this cash or compute? Elon has one of the world's biggest compute clusters spun up, and little inference demand to speak of.

Trading billions worth of idle compute, in exchange for a high-strike call option on the #3 player in the most-promising-vertical for AI, plus (presmuably) some access to their data, starts to sound like not a bad trade. Especially if you're pre-committed to betting your entire rocket company on winning in AI, and you're currently in sixth or seventh place.

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

#494

Post by fy20 »

zuzululu wrote: post #474

Is anybody using Grok or Cursor still? I've not used Cursor since the summer of 2025 and I've never bothered with Grok for coding. Hell, I've used Windsurf briefly for a few months. I know a ton of people that use Codex, Claude, OpenCode but can't name a single person that uses Cursor or Grok that is knee deep into agentic coding.

Our company (~25 engineers) uses it across the entire engineering and product orgs, and yes we are quite deep into agentic coding. We use their cloud agents for a lot of things, e.g. automated investigations of alarms, handling most customer support issues that end up hitting engineering, pre-processsing linear tickets before humans triage them, bugbot for PR reviewed with learned knowledge. Although recently they have felt like they are pulling the rug out on our legacy plan, so we may end up switching.

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

#496

Post by fy20 »

silisili wrote: post #140
nikcub wrote: post #94

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…

> largely not doing much outside of 'grok is this true' Hey now, don't forget about it's super important other use, taking innocent photos of people and regenerating them in less clothing and compromising positions. I'm sad that I even know that.

They changed that recently, you need to be paying €10/mo for that now. The free plan and/or access for the basic Twitter plan are gone.

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

#498

Post by mandeepj »

jamiequint wrote: post #453
SpicyLemonZest wrote: post #434

Earlier quoted context omitted.

Did you follow Tesla's published instructions on how to use it ( https://www.tesla.com/ownersmanual/modely/en_us/GUID-2CB6080... )? You're explicitly forbidden, for example, from assuming that it's going to make the right decision at intersections; you must manually inspect each intersection and evaluate whether it's "safe and/or appropriate" to continue. You're also not allowed to look away from the road or use your…

Your claim was that the product doesn't work, and I'm telling you it works without intervention consistently and in complicated traffic situations. Any argument about how people don't pay enough attention since it isn't yet certified as a L4 system is irrelevant and tangential to the point.

Your definition of Tesla's self-driving product is very different than what Tesla itself promised, and that's what the person you are replying to...is telling you as well.

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

#499

Post by Barbing »

mlinsey wrote: post #493
gpm wrote: post #204

Earlier quoted context omitted.

Paying $10B for the option is also crazy though. Paying $10B for the thing outright and not just an option would be absurdly high.

Is this cash or compute? Elon has one of the world's biggest compute clusters spun up, and little inference demand to speak of. Trading billions worth of idle compute, in exchange for a high-strike call option on the #3 player in the most-promising-vertical for AI, plus (presmuably) some access to their data, starts to sound like not a bad trade. Especially if you're pre-committed to betting your entire rocket compan…

I heard he made a deal with a company to use his clusters. Is there good data on demand for Grok? Seems like relatively little chatter at least, in spite of tremendous investment.

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

#500

Post by smartbit »

dzhiurgis wrote: post #385
impulser_ wrote: post #92

Earlier quoted context omitted.

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.

> They are so good that they actually made Gemini usable I think Gemini is best model out there, and it's not Cursor who you should praise. I use it with jetbrains junie. Vastly cheaper than claude, faster, produces better quality code, actually listens to your instructions, more accurate. I'm sure claude code cli has some cli magic that I'm missing out on, but having everything just work in a nice IDE (and llm to ac…

Are you using Gemini 3.1 Pro? Subscription or paying for the tokens?
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