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SpaceX to buy Cursor for $60B

reuters.com

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Re: SpaceX to buy Cursor for $60B

#451

Post by winter_blue »

jjcm wrote: post #423
tim-tday wrote: post #418

Anyone recommend an alternatives? For no particular reason I’m canceling my cursor subscription today.

If you want something price-competitive with composer 2.5, deepseek pro is very cost-effective. Just rig it up in opencode via openrouter.

Composer 2.5 is very heavily discounted with a Cursor subscription. You effectively pay 2% of the API price of Composer 2.5 Fast with a subscription.

Does Deepseek offer any discounted tokens subscription like that?

Re: SpaceX to buy Cursor for $60B

#453

Post by airstrike »

frde_me wrote: post #435
Alifatisk wrote: post #422

A space company is buying an IDE for roughly the cost to build 150 of world's most expensive modern hospitals [1]. How is this in SpaceX's interest? Isn't it kinda bizarre that Elon is pivoting SpaceX to something else? 1. https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisiti...

Calling it an IDE is under-representing cursor They have in-house models, and the data to train even more powerful ones. The cursor team is a proper AI lab.

Isn't their in-house model just Kimi?

Re: SpaceX to buy Cursor for $60B

#454

Post by javier2 »

barredo wrote: post #25

>> SpaceX told investors during the IPO process that it sees an addressable market for AI products worth $26 trillion, roughly equivalent to U.S. GDP. I very much can imagine a future documentary in a few years. With the host asking the audience: "Where were the signs?"

I know this is just nonsense wish thinking, but apparently the investors disagree and I have zero clue when they will also stop giving Musk their money.

Re: SpaceX to buy Cursor for $60B

#455

Post by modeless »

Alifatisk wrote: post #422

A space company is buying an IDE for roughly the cost to build 150 of world's most expensive modern hospitals [1]. How is this in SpaceX's interest? Isn't it kinda bizarre that Elon is pivoting SpaceX to something else? 1. https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisiti...

Cursor's edit data is invaluable to anyone who wants to train a coding model. Probably the best data available outside Anthropic and OpenAI. Coding models are seen by the leaders in AI as both the biggest current revenue opportunity and the best way to accelerate the progress of AI and bring about recursive self-improvement that will create superintelligence. So yeah, it's easy to see how SpaceX could see it as in their interest to purchase Cursor with 2% of their equity.

Mars was never going to happen without revenue. Starlink is providing revenue but probably not enough to build a whole city on Mars within our lifetimes. SpaceX needs more and AI is the only near-term way.

Re: SpaceX to buy Cursor for $60B

#457

Post by winter_blue »

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.

That revenue number is almost meaningless, since they give out tokens at a loss. Especially with Composer 2.5 tokens are sold at a steep loss. They could certainly grow to $8 billion/year, with this negative revenue / heavily subsidized subs, but what will happen if Cursor decide to be profitable, or maybe to even just break even?

Re: SpaceX to buy Cursor for $60B

#458

Post by SwellJoe »

tim-tday wrote: post #418

Anyone recommend an alternatives? For no particular reason I’m canceling my cursor subscription today.

Everyone I work with who used Cursor stopped using Cursor when Claude Code came along. They're back to their regular IDE when the need to read code, or they just review it at PR time. I never used Cursor, but Zed is my favorite editor with an agent. It can use Claude Code, among other CLIs, via ACP, so you can use rolling subscription tokens, or it can use OpenRouter or others if you want a broad spectrum of models. And it's crazy fast. It used to be that Copilot Pro was the best deal on agentic coding with several models from several vendors available, but they've really nerfed it, with uselessly restrictive token budgets and only older models are now available from the major labs. These days, might as well just have a Claude or Codex subscription and use the CLI with ACP in whatever editor you prefer.

Re: SpaceX to buy Cursor for $60B

#459

Post by samtp »

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.

I've used Cline for a year now and very happy with it. Fits my workflow really well
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