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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

#631
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...

* MicroSoft is shaking in the corner lol

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

#632
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.

The question is what's the denominator.

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

#634

I'm sworn off from Musk-related products, and this will prob make cursor worse (switch to X's LLM for instance). So, any suggestions for switching? Codex; Claude Code? (I like my IDE and I like the freedom to choose a model, which is why I stuck with Cursor even when it felt more expensive)

If you are very cost constrained, Codex. Otherwise, Claude Code.

If you only use AI casually, the $20/month subscription to Claude can be enough.

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

#635

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.

More likely is that they took a bunch of good usernames to sell - if you pay for their most expensive subscription one of the features is that you can rent a better username now.

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

#636
post #64

Earlier quoted context omitted.

On the contrary, anecdotally, myself and every engineer I know have switched fully from cursor to claude code since the start of the year. I now use zed with cc. I personally could not stand the buggy mess and constant UI changes of cursor. It’s also not good value in terms of claude tokens compared to claude code.

What sold you on Zed?

It’s fast, looks nice and since i really just review agent output these days, that’s good enough. They don’t move everything around and it moves at a nice pace.

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

#637

Earlier quoted context omitted.

> users who haven't caught on yet If you think this of users who use cursor then I don’t think you’ve used cursor much at all.

What do you mean? Only the foundation model companies offer cheap/subsidized compute. If you're an app layer company, you're offering a 10x worse deal to your customers. Foundation model companies are willing to lose money to win loyalty. Remains to be seen if it'll work.

If you’re more worried about cost than you are being productive and getting good results then sure, stick with foundational model company apps.

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

#638
post #534

Earlier quoted context omitted.

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?

I've been using Kilo Code (VS Code Plugin) for the last few days, and it does most of what I liked in Cursor without tying me to their particular subscription.

That said, people are increasingly migrating to CLI tools (Claude Code if you like the Claude models, Pi Agent if you want something that's highly customizable, Crush if you want something fun), or GUI tools that are less code-first (Codex GUI).

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

#640
post #610
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...

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.

Sure, but is it worth 60 billion?
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