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>> 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?"
I dont understand if AI is so good at code why are people buying software? couldn't musk just generate his own IDE with the spacex brand behind it?
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 isn't a space company anymore, it's an AI company. In their IPO filing, of their projected $28T total addressable market, only $370B (~1-2%) of that is from space [1]. The rest is primarily AI, with a sprinkling of Telecom revenue from Starlink. Given xAI's Grok is way behind ChatGPT & Claude on coding capabilities, whereas Cursor was able to get in spitting distance of them w/ Composer 2.5 by simply running p…
they could not make use of it! That's why they're renting, they don't have access to good distributed training software, so the heterogenous cluster they made was bad for training and they don't have enough demand for inference.
>Arguably, when compared with either OpenAI, Anthropic, or Google, SpaceX/xAI now own the most compute,
lol wut. You think they have more compute than Google?
> are the most financially liquid,
You think they have the most cashflow?
>the largest corpus of high quality training data.
What? You think they have higher quality training data than Anthropic, Google, and OpenAI?
>We may very well be a couple of months away from a Grok release that goes toe-to-toe w/ other American frontier models, IMHO.
Training on what? They rented both of their data centers away!!!
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…
Hm, surprised at all the Cursor hate here. Tab complete, at the quality they delivered, was a game changer back in the day. And their current work on Composer is great. Composer is super fast and quality is decent. More competition in the model space always welcome.
Earlier quoted context omitted.
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…
Not trying to be funny but seriously, if these tools can produce a tested 'product' in 45m, shouldn't we be seeing millions of them out there? I mean how far are we from a fully AI built Oracle ERP or even a notepad or helix?
The end point may squeeze quality of operations at the subminute time span for ground control environment seriously launching Starship rockets one an hour, for example.