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SpaceX to buy Cursor for $60B

reuters.com

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Re: SpaceX to buy Cursor for $60B

#751
post #616

I've tried most of the tools out there but have used cursor most consistently. Sure, some of the UI quirks get in the way sometimes, but I've found its auto complete predictions to be unparalleled. More importantly, these days I mainly use its Ask mode, Plan mode, and Agent mode. I like that I can use Opus via subscription pricing without Claude Code's wild and buggy harness. And I find cursor's plan mode to perform…

I used Cursor for a couple of months like a year ago, and I found it to be good, but I preferred the CLI experience and switched to Claude Code. "Claude Code's wild and buggy harness": not sure when you tried it, but I've been using it daily for the last couple of months, and okay there were some quirks here and there, but its stable and very usable.

Re: SpaceX to buy Cursor for $60B

#752

Back in the early days of Heroku (when I worked there), we were all fairly deep into the Ruby community. Ruby has never had a great reputation for performance, but... it seemed like almost a running joke that any time you went down a rabbit-hole trying to understand some weird performance issue you'd eventually discover that @tmm1 had already identified the same issue months earlier, patched it in core, and given an…

Early Heroku was fabulous. Thank you for your effort!

Yes, it seemed from another word at the time. Now is table stakes. Thanks for showing the way!

Re: SpaceX to buy Cursor for $60B

#753

> "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".

I mean, AlphaZero et Al start from zero. I learned writing my own code except for documentation and some textbooks.

Re: SpaceX to buy Cursor for $60B

#755

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 t…

Will Jack Black star in the Cursor movie? Only time will tell.

Re: SpaceX to buy Cursor for $60B

#756
post #726

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…

It is possible to use Cursor via ACP, so you can use it in any editor that supports ACP (notably the JetBrains IDEs). Our company went all in with Cursor and at the same time centrally disabled the AI functionality of JetBrains IDEs, but a pretty large group of developers (me included) were so vocal about wanting to continue to use our "old" IDEs that IT eventually relented and enabled the plugins needed to support C…

You know you can open the same project in cursor so agent does its own stuff and then opens JetBrains IDE to do your code navigation etc. ?

I am pissed off by people calling Cursor an IDE … Cursor is text editor with AI agents bolted on. I still like what agents do and how the context is managed in Cursor but it is far far away from proper IDE.

Re: SpaceX to buy Cursor for $60B

#757
post #489

Earlier quoted context omitted.

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…

Musk would argue infinite. They literally want to create offworld colonies, with everything that entails. Obviously it's crazy, but it beats the pants off more adtech. I'm bullish on DC in space with laser links. The whole sentient sun/railgun on the moon... hey, go big or go home. I would have probably just asked MBS for money on that one, and renamed the railgun "the line (of ketamine)".

It’s insane enough to consider undertaking the risk of a moon or mars colony. But doing so with him as the sole load bearing link in your supply chain? What if mars turns out to be woke and you’re fed into a wood chipper like USAID?

Re: SpaceX to buy Cursor for $60B

#758
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?

Well. $60b in bloated stock is probably much better than the $10b cash penalty for not going through with the deal.

... you could just sell $10b in the bloated stock, and still have $50b of bloated stock to sell

Re: SpaceX to buy Cursor for $60B

#759
post #480

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…

If only you there were companies who could choose which type of shares they'd like to offer...and if only people could buy the types they want from the company that aligns with their ideas...

Passive "investors" can go and invest in ETF or whatever else that does not include company shares without voting rights.

Re: SpaceX to buy Cursor for $60B

#760

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 t…

For comparison couple of months ago I acquired zed, pi, opencode etc. for $0.
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