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SpaceX to buy Cursor for $60B

reuters.com

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Re: SpaceX to buy Cursor for $60B

#481

Post by throw310822 »

modeless wrote: post #455
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 th…

> Cursor's edit data is invaluable to anyone who wants to train a coding model.

Ok. So what prevents a company from offering a Claude Code/ Cursor equivalent, with 100% subsidised Claude (= 100% free), capturing the exact same data that Cursor does? If the data is worth in the tens of billions, the cost of subsidising the usage is negligible.

Re: SpaceX to buy Cursor for $60B

#482

Post by yoyohello13 »

I don’t really understand what the value prop of cursor is, it must be the data and models. These days programmable editors like neovim and emacs have a huge advantage. I’ve had ai create several custom plugins to have my editor do whatever I can think of. Just ask Claude code, hey I want to do x, y, z, it spits out some lua and I have a new capability. I don’t know why anyone would want to be limited by an extension interface at this point.

Re: SpaceX to buy Cursor for $60B

#483

Post by thisisit »

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?"

That's the number AI boosters are spreading too "The TAM for AI is all of humanity - this includes every person and every company. So, imagine this huge pile of future revenue." I agree that TAM is likely huge but is SpaceX most suitable to capture that TAM? Unlikely. But for now everyone wants in on the AI hype train and FOMO of losing out one any company in the AI space.

In the long term most markets are duopoly with small competitors. And personally I see OpenAI and Anthropic duking it out rather than SpaceX.

Re: SpaceX to buy Cursor for $60B

#484

Post by everforward »

StrLght wrote: post #91
suzukivenom wrote: post #81

paying 60bn for a dev team that wrapped vs is insane.

How about paying 60 billion for a bunch of enterprise contracts?

I suspect these won't be as sticky as the contracts you're thinking of. Oracle and Microsoft can run on that because their products aren't compatible with anything else so migrating is a huge pain.

Cursor doesn't really have that. We've got it at $DAYJOB but it's not even the only one, I can also use Zed or Codex or Claude or probably a half dozen other things I don't even know about.

I suspect a lot of companies have that right now because the market for AI is so volatile, and in the near future will trim that down to a couple of tools and Cursor doesn't have much to keep them at the top of the list imo.

I also wouldn't pay 60 billion for a bunch of enterprise contracts that have to compete against Microsoft. No one is dropping Microsoft as a vendor, and they have the ability to up the prices for stuff people need like Office and use that to make Copilot free. If times get tough and companies need to cut costs, it's a lot easier to part ways with Cursor than Microsoft.

Re: SpaceX to buy Cursor for $60B

#485

Post by munk-a »

mikeryan wrote: post #434
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...

It’s all in a stock that may very well be near its zenith when this closes (or maybe not. This is so far past fundamentals it’s impossible to tell). They’re spending Monopoly money. It also seems like SpaceX is poised to Hoover up all of Elons companies so it’s might not be “just a space company” for long.

Elon's award is tied to growing Tesla's market cap - it's pretty transparent that he's just trying to ball-of-mud together everything he can to hit that target and grab the bag.

Re: SpaceX to buy Cursor for $60B

#486

Post by aquarious_ »

frays wrote: post #102

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).

I use Cursor for work, but claude code for personal development. I think Cursor is still useful but the most value really is access to latest models

Re: SpaceX to buy Cursor for $60B

#487

Post by oompydoompy74 »

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.

Their “in house models” are reportedly basically just Kimi.

Re: SpaceX to buy Cursor for $60B

#488

Post by verzali »

munk-a wrote: post #480
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...

If only the shareholders had any kind of voice - if only it was illegal to issue a fake IPO where you sell an overwhelming number of shares stripped of their voting power - if only the market responded rationally to this boondoggle. If we're going to right the ship in turn of common sense a bunch of people need to lose a bunch of money, I just hope it doesn't mostly hit passive investors and instead lands mostly on E…

I suppose they kind of do, they could sell the stock and drive the price down. That wouldn't force Musk to change direction, but it would hurt his wealth.

Re: SpaceX to buy Cursor for $60B

#489

Post by drewda »

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...

The total addressable market (TAM) for SpaceX is finite. There are only so many nation-states and large corporations that want to launch payloads into orbit.

And even if their internet service provider is uniquely capable for now, it only fills a strategic need for certain customers.

So instead, Musk and Co. need to find bubbling market trends that look like they will have huge gigantic TAMs to justify the potential growth of this company.

Re: SpaceX to buy Cursor for $60B

#490

Post by srameshc »

At this point, money and rationality does not make sense to me, rather beyond my ability to understand. But I feel it is all about accounting and writing off eventually and a few profiting from it, not the retail investors for sure. Again I am just saying what I think and there could be no rational to my thought process.
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