641–650 of 1001 posts
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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
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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.
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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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Paying $10B for the option is also crazy though. Paying $10B for the thing outright and not just an option would be absurdly high.
Problem is basically, that if the option works out (Cursor truly has the talent to train a frontier model on SpaceX's infrastructure, and were simply lacking the infra before) the fair price would be way way more than $60B. OpenAI tried to acquire Windsurf last year for $3B and couldn't.
Wild conjecture.
A sobering thought.
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…
Add emotional hedges if needed but they are just emotional not financial.
Your argument is based on an assumption that cursor cannot lose value. Even if the market says it has.
No free lunch: an option is a bet for both sides. Zero sum.
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> 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.
It is true that they were not transparent about the base model that they used until the model slug was discovered by a Twitter user via the API.
[1]: https://arxiv.org/abs/2603.24477 [2]: https://cursor.com/blog/real-time-rl-for-composer
I associate Musk with being user hostile, unreliable, meme oriented and disruptive in the worst sense; I’d like my work tools without that please.
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No one wants an IDE, anymore. They're building a better horse.
Decent analogy in 2nd sentence BUT the 1st doesn't hold water. TIMTOWTDI, statements about "everyone" or "no one" are highly suspect, and the trend of code-assist -> agentic -> delegated / orchestration is just that (a trend), not a universal law. Even in a full-on maximalist yolo paperclip future, many experts will likely ALWAYS want access to a decent IDE. (Note I'm not saying Cursor is necessarily that IDE, and I'…
But, even if you want a big all-in-one editor in an Electron app, it seems obvious VS Code is the way to go (or Zed, if you you aren't committed to using an Electron app). I just can't think of anything Cursor offers that makes it worth spending extra money for it.