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SpaceX to buy Cursor for $60B
841–850 of 1001 posts
Re: SpaceX to buy Cursor for $60B
#842>> 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?"
Imagine the East India Trading company advertising the TAM of the new emerging markets in the early 1600's. I bet the numbers compared to the old world would be enormous, and equally unbelievable. IF, and yeah it's a gigantic really big IF... the future plays out the way people are envisioning it. It's future shock. Astroid mining, gigafabs, star ships launching hourly making space exploration cheap, satellite intell…
This is such terrible history. Please Google things before making analogies.
The East India Companies (Dutch and English) didn't invent or discover the spice trade. They were created to leverage private capital to wrest control of the trade from the Iberian Union, an entity both Company's sovereigns were at war with.
The "TAM of the emerging markets" had already emerged both because of the Silk Route from Pax Mongolica and in the 1500s from the Portuguese Empire's Cartaz trade license monopolies enforced by their naval posts (feitorias) throughout Asia.
The TAM was incredibly apparent, Anglo-Dutch privateering during the war had seized multiple cargo laden ships along with trade route information.
Re: SpaceX to buy Cursor for $60B
#843This 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…
minecraft is the actual metaverse. how much did facebook spend trying to recreate it?
World of Warcraft is the closest thing to the metaverse. But I'm biased since it's my favorite game (TBC, WoTLK, etc)
Re: SpaceX to buy Cursor for $60B
#844We're in bizarro world.
Re: SpaceX to buy Cursor for $60B
#845A 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...
> 150 of world’s most expensive modern hospitals
https://sfyimby.com/2024/06/construction-underway-for-4-3-bi...
Probably not the most expensive , just first I thought of … so maybe it’s more like 10-15 typical urban hospitals.
Re: SpaceX to buy Cursor for $60B
#846I 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…
As previously C system programmer, I barely use IDE, cli agent for coding and desktop codex for various non coding tasks.
Nowadays settled to codex/gpt5.5 and it does really good job
Re: SpaceX to buy Cursor for $60B
#847A 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…
Not a sound argument because you would have said the same thing before they did Starlink. "The TAM for launch services is finite. There are only so many countries/companies that want to launch satellites."
Re: SpaceX to buy Cursor for $60B
#848Is 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 much prefer Cursor to Claude Code. Claude Code hides too much of what it's doing from me (can't monitor the thinking output, can't see output from in-progress commands being run.
I don't even use the IDE -- just the Agent Window interface. I also really like Composer 2.5.
Re: SpaceX to buy Cursor for $60B
#849but, why?
Re: SpaceX to buy Cursor for $60B
#850A 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...
Evidently, at some point money just stops being real. Also, it's not even $60b. It's a 100% stock deal.
The markets have quite literally given Elon a carte blanche. Can it last forever? I doubt it.