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SpaceX to buy Cursor for $60B

reuters.com

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Re: SpaceX to buy Cursor for $60B

#411

Post by bean469 »

kjksf wrote: post #144
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?

Cursor has $4 billion annual revenue rate so $60b is 15 years of future cashflows. That's not crazy because if past predicts the future, that revenue will grow quickly. At $8 billion/year it's just 7.5 years, which is a reasonable investment.

> Cursor has $4 billion annual revenue rate so $60b is 15 years of future cashflows.

This assumes that Cursor's annual revenue will be the same or higher for over a decade. It's not really like they don't have competitors

Re: SpaceX to buy Cursor for $60B

#412

Post by giancarlostoro »

infecto wrote: post #367
yalogin wrote: post #362

What does cursor have? An ide and coding orchestration? They are using Claude or codex for llms, so they get acquired for their user base and tooling? Feels like a lot of money for that given Claude has the majority mindshare.

People keep saying this but I have yet to find an integrated system that has good tab completion, cheap coding models and works well in an IDE. There are a number of options out there, none of them have captured much market share.

Zed seems to always suggest decent single-line comments for me, but I don't really use Zed for that that often.

Re: SpaceX to buy Cursor for $60B

#415

Post by rcleveng »

higginsniggins wrote: post #319
PUSH_AX wrote: post #7

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

Theres several open source options you can use. The highest github stars one is called `zed` another one i've heard about is `Cline` theirs also a few that yc backed ones: `Void` `Continue` `PearAI` For what its worth the non yc ones have way more github stars but im sure the yc ones are good too. I think `Continue` is the biggest yc one.

and PearAI was just a fork of Continue with not much changed other than the license and removing the words continue.

Also OpenCode and Kilo seem popular as well.

Re: SpaceX to buy Cursor for $60B

#417

Post by rcleveng »

aenis wrote: post #13

Out of curiosity, anyone here still using cursor?

Yes, I still use it, although less than I would otherwise.

Good: - Composer 2.5 is pretty decent for the quality / price ratio. - Easy to assign an issue to it in Linear (I know Linear just added this natively for linear agent, but it seems rubbish compared to Cursor) - Bugbot actually finds some useful issues (things Claude and Codex will miss) - Using @cursor in github usually works well, and better than @copilot. - Working with Python Monorepos with UV in their IDE. VSCode and Cursor work well here (Antigravity managed to screw it up somehow).

The Bad: - Usage/billing dashboards - These are are opaque and you can't attribute what actions map to what spend. - cursor won't follow PRs well like Claude Codes does. - Setting up environments is less good than Claude Code - Their IDE fork is woefully out of date, it'd be nice if it had more of the codeium fixes.

The Ugly: - Settings - Try to turn off bugbot, there's multiple places you have to do it. Good luck figuring them all out. - Support - they are polite, but gas light you and tell you it's your fault their product's settings are awful.

Re: SpaceX to buy Cursor for $60B

#419

Post by bilalq »

What are the alternatives to Graphite these days? Github's stacked PR support is still immature, AFAIK. I would love to see Linear move into this space and start offering both git hosting and stacked PR management.

Re: SpaceX to buy Cursor for $60B

#420

Post by jstummbillig »

yalogin wrote: post #362

What does cursor have? An ide and coding orchestration? They are using Claude or codex for llms, so they get acquired for their user base and tooling? Feels like a lot of money for that given Claude has the majority mindshare.

Customers, talent, training data, an increasingly competitive coding model and now a fuckton of compute.

So, you know. Couple of things.

Specially given that coding turns out to not be all that complicated, in the grand scheme of AI things: I don't think it's going take much more advances at the frontier before code writing will be as good as it need to be. At that point Composer (their model) catches up, what, 6 month later and they good.

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