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SpaceX to buy Cursor for $60B

reuters.com

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Re: SpaceX to buy Cursor for $60B

#681
My honest read is that, having everything — the data centers, the compute, the models (however misaligned they might be), the only thing xAI is missing is users. They don’t have any users because the only people who use Grok are essentially Elon’s fanboy club, and all they pretty much do with it is ask it to generate arguments to win their Twitter threads or nonconsensually unclothe people. Cursor gives xAI a captive audience of users; most sophisticated users don’t use it anymore, so anyone left is unlikely to be opinionated when models are shifted to Grok. Marriage made in heaven.

Re: SpaceX to buy Cursor for $60B

#682

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...

Space exploration requires significant software development.

Take a look at the Apollo 11 movie: There was quite significant computing power for the 1960s putting a person on the moon.

Re: SpaceX to buy Cursor for $60B

#683

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...

SpaceX is planning to do data centers in orbit. Engineering issues aside, that might dovetail with Cursor nicely if timings work out.

Re: SpaceX to buy Cursor for $60B

#684

Congrats to the Cursor team! When I first saw the company built on top of vscode in such a crowded field way back at the end of 2022, I thought "forget having a moat, they are renting their castle from the invaders!" - I couldn't see how see how a single team could execute well enough to effectively muscle their way in between Microsoft and OpenAI, who at that point looked destined to control the developer ecosystem…

I am out of the loop with Cursor. Did they make their own LLM model or do you mean they just capture what is being sent to other models and that is valuable?

Re: SpaceX to buy Cursor for $60B

#685
post #594
post #552

Earlier quoted context omitted.

the reason to use cursor nowadays isn't the IDE (though it's helpful perhaps once a week), but how it makes running models from multiple providers trivial out of the box. I don't have to juggle keys or drop to a shell tool call, it supports calling out to e.g. gemini in a subagent natively. I have multiple models cross-reviewing plans and diffs as a matter of course. claude code was seriously annoying with the flicke…

For what it's worth, flickering in CC has been fixed since around the beginning of the year.

I still saw a lot of flickering in VS Code (I simply use CC as a terminal in VS Code, without the plugin) as of 2 weeks ago. I think it's a combination of CC bugs + Electron(?) rendering the VS Code uses for terminal.

Moved on to Zed (native Rust rendering) 2 weeks ago -> nothing flickers.

Sadly, with Fable 5 cutoff, I am actively exploring CC alternatives. Pi/OMP.sh works great as an agent (definitely better than CC). GPT is seemingly not as good as Opus, but with better agent and better skills, it probaly won't matter anyway. GPT lets you use any agent on Pro subscription.

Re: SpaceX to buy Cursor for $60B

#686
cursor feels so 2025 to me guys. these days zed is just way better for my macbook battery and with acp can talk literally to my installed claude code and codex CLI tools, plus their own and custom providers ontop. I was kind of a decade of a vscode user and always just stayed through the evolutions until cursor, but at some point I just need a lean fast editor+lsp combo, git included and a chat pane next to it that uses my real subs underneath easily. (also: codex-cli can spawn and manage subagents and _resume_ them, acting like a real manager).

could be only me though, but longer interactions over days makes my codex gui app grind to a crawl and cursor was not only expensive with opus via api costs but also heating my room a lot. now I have a dozen zed instances open all crunching along with LLMs barely noticeable on system load (except the occasianal testuite runs but thats expected).

Re: SpaceX to buy Cursor for $60B

#687
post #594
post #552

Earlier quoted context omitted.

the reason to use cursor nowadays isn't the IDE (though it's helpful perhaps once a week), but how it makes running models from multiple providers trivial out of the box. I don't have to juggle keys or drop to a shell tool call, it supports calling out to e.g. gemini in a subagent natively. I have multiple models cross-reviewing plans and diffs as a matter of course. claude code was seriously annoying with the flicke…

For what it's worth, flickering in CC has been fixed since around the beginning of the year.

Maybe flickering, but it's still broken in various ways. Only a few days ago I had an issue where the text I was typing was outside of the textbox frame. Resizing the terminal still maintained the broken view.

Re: SpaceX to buy Cursor for $60B

#688
My honest suspicion is that Musk will focus more and more on AI (and less on space) because he sees it as a path towards his immortality. I expect AI models trained on him combined with millions or billions spent lobbying to allow an AI to own and direct a company. I know this sounds like poorly written sci-fi but I will be only disappointed - not surprised - if post death AI Elon is the richest entity on earth.

Re: SpaceX to buy Cursor for $60B

#689

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.

Everything will be folded in "X" eventually, anyway.

Re: SpaceX to buy Cursor for $60B

#690

Here's a shower thought. BTC essential is worth $70k solely through the power of memes. Can TSLA and SPCX remain overvalued (relative to the revenue of their respective underlying assets) forever through the power of memes? Intuitively, it seems to me that there must necessarily be some kind of upper limit, but I'm not convincing myself. These speculative assets are only attractive as long as the price keeps inflatin…

The saying "The market can remain irrational longer than you can remain solvent" exists for a reason. In short, the answer to your literal question is "no" because nothing remains forever in this world. The practical answer is "yes" because the TSLA stock has been irrational for years already and it shows no sign of stopping.

> exists for a reason

The reason is that people keep making the same mistake, because people are not very good at assessing high-risk, high-reward projects.

Only a real deadline/delivery failure can wake people up, and only if they haven't pivoted their dream to something else, and only if you don't have other people knowing it's a scam, but willing to prop up the stock price because they are highly invested.

Scams, like cancer, are real; they survive, grow and defend themselves using the same mechanisms (laws, advisors, promotors) as ordinary investments/tissue, until they kill the patient -- so the best scams target the largest unkillable patients and enlist the broadest and deepest range of self-interested insiders as their defense.

It's beautiful, if you really think about it, as a tragic example of the worst of capitalism.

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