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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

#551

Post by HWR_14 »

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…

> you're pre-committed to betting your entire rocket company on winning in AI

SpaceX has invested a small amount as a share of its value in XAI, and could survive the loss of its investment.

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

#552

Post by jacques_chester »

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…

If it's not in an 8K filing it isn't real.

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

#553

Post by YmiYugy »

lossolo wrote: post #62
taskylizard wrote: post #50

Earlier quoted context omitted.

Yes, https://cursor.com/docs/models/cursor-composer-2

It's fine tuned Kimi, they didn't train it from scratch.

Sure, but so what? It seems that model size and RL are the determining factors these days.

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

#555

Post by Culonavirus »

noelsusman wrote: post #354
grepfru_it wrote: post #281

Earlier quoted context omitted.

> There's a reason why xAI has zero enterprise customers I’m curious where you pull these stats from

I've had hundreds of AI-powered vendor tools come across my desk as part of my job, and I have yet to see a single one that uses Grok. I'm also not aware of any publicly announced customers for Grok's enterprise offering. The Grok Enterprise website doesn't list any customers.

[flagged]

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

#556

Post by digitaltrees »

isodev wrote: post #534
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…

This valuation is absurd. Perhaps a year ago- sure, but there have been so many iterations of this “kind of editor” since then, not to mention countless alternatives. So for me it’s more of a data deal - Elon buying himself some insight into codebases and real dev usage patterns? Oh finally someone to use his dirty data centres

Cursor is still the best I’ve used are there others I should try?

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

#557

Post by handfuloflight »

ValentineC wrote: post #259
Forgeties79 wrote: post #225

Earlier quoted context omitted.

Story time please lol

My @valentine got changed to @valentine_ without my consent. https://web.archive.org/web/20150822195811/twitter.com/valen... https://twitter.com/valentine_ (If any lawyers read this and feel up for taking this on contingency, I don't think I'm difficult to contact.)

Did you actually own it though, per their TOS? What title was granted, if so? Also, and no offense intended truly, I think your having a grand total of 2 followers after 19 years was apart of their risk calculus in this seizure.

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

#558

Post by XargonEnder »

c-linkage wrote: post #510
ValentineC wrote: post #259

Earlier quoted context omitted.

My @valentine got changed to @valentine_ without my consent. https://web.archive.org/web/20150822195811/twitter.com/valen... https://twitter.com/valentine_ (If any lawyers read this and feel up for taking this on contingency, I don't think I'm difficult to contact.)

He probably had plans to use it for some sort of Ender's Game crap but then realized that grok wasn't smart enough to do it.

The word Grok comes from the novel Stranger in a Strange Land where the main character is Valentine.

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

#560

Post by deanc »

anonymid wrote: post #153

I guess the hope is that combining two sub-par coding models (xAI's grok + cursor's composer) and combining the data they have access to, they can build something that can compete with OpenAI / Anthropic in the coding space... 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 worki…

Have to call out that comment about grok code being sub par. I used it exclusively when it was free in Cursor and have nothing bad to say about it. And that was months ago. I imagine it’s a lot better now.
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