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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

#602
post #520

Earlier quoted context omitted.

Glad I’m not the only one who feels this way. Even though I personally use Cursor, there’s no way it’s even a fraction of $60B

It's 100% a fraction of $60B. That's not debatable it's just simply fact.

I dunno it seems pretty irrational to me.

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

#603
post #583

Earlier quoted context omitted.

What's crazy is that a company that sells an IDE (that's not even a particularly good one compared to competitors like JetBrains) integrating some AI plugins could be worth more than $60B...

They are now a Codex clone and without the subscription pricing. You have to spend thousands to get what you get from a $200 Codex subscription. How do they compete with this except from users who haven't caught on yet, or businesses that are unbothered to spend thousands a month per dev and wouldn't consider just subscribing to 1-3 $200 subscriptions instead? And their price is so high because it's markup on API rat…

> users who haven't caught on yet

They are catching up fast!

https://www.businessinsider.com/chamath-palihapitiya-ai-cost...

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

#604

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.

It's extremely unlikely Musk was personally involved in any way in the decision on the username.

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

#607
post #599
post #496

Earlier quoted context omitted.

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.

That doesn't make it better! It did somehow slow down the regulatory response because politicians are dumb, though.

It means X can identify users at least, so they are probably quite a bit less likely to do that.

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

#608
post #496

Earlier quoted context omitted.

> 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.

What difference does that make?

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

#609

Earlier quoted context omitted.

> 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…

Just to point it out, Cursor has not made any good models themselves. Composer 2 is Kimi K2.5, and they tried to pass it as their own until people noticed that the api specified it as Kimi.

Kimi is the base, but they've done tons of finetuning on top to produce a really good completions model.

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

#610
post #583

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…

What's crazy is that a company that sells an IDE (that's not even a particularly good one compared to competitors like JetBrains) integrating some AI plugins could be worth more than $60B...

In terms of IDE yeah it is not that great.

I do have Copilot in VSCode and Cursor.

I thought both should be equal in solving problems - turns out Cursor with the same model selected somehow was able to solve tasks that Copilot would get stuck or run in loops.

They have some tricks on managing file access that others don’t.

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