121–130 of 1001 posts
Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.
What matters is that this has enough "future story value" to keep the few investors invested... allowing for the planned index funds to buy into the overvalued stock & allowing for the largest heist in the history of money.
It's become pure hype and drama on the global stock market stage.
Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.
Composer 2.5 was a huge leap with minimal compute from xAI.
They can compete with OpenAI and anthropic with xAI scale compute. They have a top notch model team and incredible training data and huge enterprise costumer contracts.
Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.
Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.
its not just the models, their auto complete is actually really good. when you make a change it will give you "tab to next" which makes refactors super easy. composer 2.5 is also a very decent model, it go 90% of my AI tasks using it now.
The only kind of AI I want in my editor is an autocomplete, but this isn't very magical to non-programmers (their TAM) or all that valuable (you can't charge thousands), they bought Supermaven and basically killed it, I'm not sure how you think tab is really good, I've not been impressed when I played around with it.
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 h…
When does the Tesla acquisition get announced?
Is anyone on HN still actually using Cursor in 2026? Everyone I've spoken with is now using either Claude Code or Codex (or Copilot because their companies force them to).
Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.
$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?