521–530 of 1001 posts
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.
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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.
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It's not. It's a glorified code editor with no moat. Those are (massive) bubble prices.
and I'm being completely neutral and objective in saying this: Elon Musk has been a horrible capital allocator but great at financial engineering. X is still struggling to win back advertisers (they will never come back) and still in the red. I have little reason to believe this is also another careful and shrewd financial decision.
A rocket company buying a so so overvalued coding AI company is a joke even worse than the 2000s internet pet food companies were
I was required to use Cursor for my job when I first started, but once I figured out how to use the command line version of Codex, I kind of stopped seeing the point. It just kind of seemed like a bloated, overpriced wrapper around what I could do with the included ChatGPT membership I already had for work. Maybe I was missing something, but I do not understand how it is worth sixty billion dollars.
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…
> Cursor still has a lot of developer data that can assist in building a model Their composer model is seriously good. I’ve been eyeing a cursor sub just to use it in OpenCode. They have a nice moat here. > Cursor have decent enterprise relationships (while for xAI it is ~zero) That has a reason. Those enterprise relationships are almost certainly going to sour at least a bit, if not for Musk‘s toxic image then for h…
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Whoever thinks the talent pool is this limited that it requires offering Cursor of all places $60B is pattern-matching so hard they might as well be a quilt.
hi, im the quilt. Note that Meta paid ~16b for Alexandr Wang, and Google paid ~3b for the windsurf executive team. You are making a category error -- the talent pool isn't "ML researcher" it's "competent leader"
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> 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?
IDK how Junie does it, but I spend less than $50 USD per month and I'm on it 30 hours per week.
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It reportedly has a $2B ARR, and a 5x multiplier doesn't seem insane to me, but who knows, honestly
They have 2B ARR because their business model is about selling models cheaper than they cost. The main frenzy with Cursor started when you could access Anthropic models practically for free. Otherwise it is just VS Code.
This is a bit simplistic. It's the VS Code that everyone used before cc came to town. Real devs, on real projects. All that data they collected is worth a lot more than "just vscode". Their composer2 is better than kimi2.5 and it's just a finetune on that data.
xAI had a decent model in grok4 (it was even sota on a bunch of benchmarks for a few weeks), but they didn't have great coding models (code-fast was ok-ish but nothing to write home about, certainly nowhere near SotA). Now that they've been banned from using claude, they'll get their expertise + data to build a coding model on top of whatever grok5 will be + their cluster for compute.
It doesn't sound like a bad plan to me, financial shenanigans or not.
It is good to have more competition in this area.
So there aren’t just 2 big players which also have their ideological flaws.