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SpaceX to buy Cursor for $60B

reuters.com

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Re: SpaceX to buy Cursor for $60B

#741

Post by chatmasta »

drewda wrote: post #489
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…

Is the TAM for airlines finite? They ship an indefinitely growing volume of cargo and people. Reusable rockets will be no different. Cargo into space, people in point-to-point orbital flights and to Mars.

Re: SpaceX to buy Cursor for $60B

#743

Post by lmedinas »

philipwhiuk wrote: post #99
guidedlight wrote: post #77

Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.

Grok needs a coding environment play to match Claude Code - that's what this is. And AI companies are not short of capital.

Thats grok build, which is pretty nice and has compatibility with Claude Code. They just need better models, that will be released soon.

Re: SpaceX to buy Cursor for $60B

#744

Post by fastball »

davebren wrote: post #680

> "In its IPO filing, the company had said Cursor's access to developers' data, including coding requests and design decisions, could help improve its AI models such as Grok." They're all stealing your IP and selling it back to your competitors in the form of tokens.

Yes, that is in fact how models get better at coding.

Such a ridiculous stance: "I want LLMs to code for me, but I want them to be trained on other people's code, not mine, duh".

Re: SpaceX to buy Cursor for $60B

#745

Post by lmedinas »

nxtfari wrote: post #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…

>the only people who use Grok are essentially Elon’s fanboy club

that's not true, Grok compelling feature is it's capabilities, performance and price. You only get comparable prices with GPT-5.4 mini or Gemini Flash. Also Grok Voice and images are pretty good.

I think at this point they don't want to be at the same level as Opus or GPT, they found their niche.

Re: SpaceX to buy Cursor for $60B

#746

Post by davedx »

ghshephard wrote: post #626
01100011 wrote: post #421

I stopped using Cursor when I started getting comfortable with Codex/Claude. Cursor is just annoying with the constant popups and it's just not as good. Now my workflow is to use my normal editor, add a todo describing what I want, and then ask Codex+gpt-5.5 to implement it. It absolutely nails it. Using codex is so much more like working with a partner vs the noise and annoyance of Cursor. That said, I think we're i…

I use cursor 8+ hours/day at work, and have full (and effectively unlimited) access to Claude Code and Codex - tools which I also use personally. I suspect that your "constant popups" were when you were using the editor - a mode that I'll confess I haven't touched in 3+ months. Workflow in Cursor is actually awesome - I'm a little outdated in how I use it - I still establish goals/objectives, rather than managing the…

But that sounds like the same workflow as Codex or Claude, except Cursor is only a harness without its own model? (Or do they have their own model?)

Re: SpaceX to buy Cursor for $60B

#747

Post by buzzcut_ »

This is a stupid comparison, but Mojang/Minecraft was acquired for 2.5 billion in 2014.

Arguably the most popular video game of all time, which has brought joy to hundreds of millions of people for years and years, was valued at 1/20th of an AI startup that will soon disappear into irrelevance.

While Minecraft is just a game, I'd argue it has more societal value than Cursor. The way things are valued is nonsensical to me.

Re: SpaceX to buy Cursor for $60B

#750

Post by sanp »

01100011 wrote: post #421

I stopped using Cursor when I started getting comfortable with Codex/Claude. Cursor is just annoying with the constant popups and it's just not as good. Now my workflow is to use my normal editor, add a todo describing what I want, and then ask Codex+gpt-5.5 to implement it. It absolutely nails it. Using codex is so much more like working with a partner vs the noise and annoyance of Cursor. That said, I think we're i…

Could you clarify what you mean by “…will be over in a year or so”. Genuine question. Is it that models will be so good that none of this matters or we will need to go back to older ways?
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