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SpaceX to buy Cursor for $60B

reuters.com

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Re: SpaceX to buy Cursor for $60B

#82

Post by agentcooper »

PUSH_AX wrote: post #7

In related news, I'm open to suggestions for coding agent harnesses.

At Poolside we have pool (https://github.com/poolsideai/pool), it runs in a terminal and you can use it with any Agent Client Protocol compatible agent (https://agentclientprotocol.com/get-started/agents).

Re: SpaceX to buy Cursor for $60B

#84

Post by pavlov »

guidedlight wrote: post #77

Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.

They're getting paid in extremely overvalued stock, so maybe it balances out.

This is not really a diss on SpaceX either because a lot of IPOs go through an immediate pop and then 1-2 years of doldrums as lockouts expire and promises aren't quite delivered.

Nobody knows what 60 billion in SpaceX stock today will be worth when Cursor insiders finally get to sell (at least a year from now, after other SpaceX insiders have started selling).

Re: SpaceX to buy Cursor for $60B

#85

Post by alephnerd »

giancarlostoro wrote: post #73

I wonder where they will take this, if they'll use the Cursor team to help make Grok Build (which is not just a tool like Claude Code, but an actual Grok model too) more refined for programming? Would make sense to me, and in turn also provide Cursor with more compute they can use.

It also provides xAI with a pre-existing enterprise distribution channel. At the end of the day, distribution is equally as important as the underlying product itself and in some cases is even more critical.

Re: SpaceX to buy Cursor for $60B

#86

Post by resters »

farco12 wrote: post #72

What an incredible outcome for the Cursor team. Hopefully the Cursor + xAI teams working together can produce a competitive frontier model.

Cursor was simply able to get early access to openai models and get an early lead doing things that are now obvious and done better by many others. Does anyone really want to use a crippled "enhanced" vscode to interact with a crippled version of codex or claude code?

Re: SpaceX to buy Cursor for $60B

#88

Post by llm_nerd »

SpaceX should rush to acquire as many companies as they can with stock. The market cap is absolute insanity (I know people keep saying this about new high scores in unrelated-to-reality valuations, but this one might just be the pinnacle), with zero rational basis, and they should try to make it real as rapidly as they can.

Next up, Anthropic.

Re: SpaceX to buy Cursor for $60B

#89

Post by hagbarth »

yanis_t wrote: post #42

$60b is crazy. Cursor is an extension for VS Code, a harness and a bunch of prompts. They have their own model (Composer 2) which is based Kimi K2.5, but I don't think SpaceX would be interested in it. If they need a harness for grok, they could fork PI. What are they after for here? Customer base? Talent?

Well. $60b in bloated stock is probably much better than the $10b cash penalty for not going through with the deal.
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