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SpaceX to buy Cursor for $60B

reuters.com

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Re: SpaceX to buy Cursor for $60B

#911

Post by artdigital »

neilpointer wrote: post #676
timwis wrote: 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…

Zed is pretty good these days. With a claude subscription, you get close to the same experience as Cursor, but with an editor that's much snappier.

You can’t use a Claude subscription in Zed. Codex and Copilot are supported

/edit: occurred to me that OP meant Claude via ACP, not directly

Re: SpaceX to buy Cursor for $60B

#912

Post by halfmatthalfcat »

maxicch wrote: post #891
treexs wrote: post #867

Wow everyone on HN seems very out of touch with Cursor. Their UX on their agents only window is quite good and on par if not better than Codex and Claude desktop apps and it still has quite a good bit of subsidization especially with Composer 2.5 being on par with Sonnet at the very least. They're also growing tremendously this year to 4B ARR recently on track to go higher before EOY.

Exactly. People here still think that Cursor is just a vscode fork while it has positioned itself as agent orchestration console that happens to have an editor you can switch to.

Claude Code has captured so much mind share, it doesn’t even matter. Cursor is absolutely cooked.

Re: SpaceX to buy Cursor for $60B

#914

Post by justinai6 »

This will ultimately be good adding another competitor into the mix with a very strong coding dataset + enough compute to make aggressively top tier models.

This is the card spaceX needs to play to be able to get composer / grok to complete w gpt and Claude

This will be a net positive for our entire ecosystem from a progress and options perspective.

Expensive price but great for cursor shareholders and plenty of demand of spaceX stock at this crazy high valuation.

I don't own spaceX stock at this price

I think Starlink will vastly out perform projection I think datacenters will under perform I wonder how many nvidia chips spaceX locked in for next 2 years and I think that numbers is actually the most important number

Cheers

Re: SpaceX to buy Cursor for $60B

#915

Post by justinai6 »

yanis_t wrote: 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?

It’s the coding, prompting, training data aligned w harness and ultimately usage of the user base.

Re: SpaceX to buy Cursor for $60B

#916

Post by dakolli »

ransom1538 wrote: post #694
drewda wrote: 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…

A global centralized internet provider? I mean, just that, might be a trillion dollar company. Let alone build out datacenters? Those are not easy or cheap here on earth. You can build out datacenters at scale with minimal need for power or cooling. I think the current rate for a data center (not gpu) is 120million. Datacenters are super hip now too.

More like a giant military radar larping as an space based ISP.

https://www.youtube.com/watch?v=jbp3kdJZ1_A

Elon has always been a Department of Defense/intelligence asset larping as a capitalists. You can't exactly go to congress and get a quarter of the government budget to do globe spanning surveillance from space, or convince them to let you fund, build and maintain a platform for psyopping your own civilian population (x) So you go get your illegal projects funded through capital markets with through an asset like Elon. As soon as the department of defense started focusing on subterranean warfare and how its the future of wars Elon starts a tunneling company.

Elon is just Howard Hughes v2, they're running the same script again.

Re: SpaceX to buy Cursor for $60B

#917

Post by esikich »

scottyah wrote: post #712
aczerepinski wrote: post #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.

AI + Optimus + desire to explore the universe is such a cool concept. I think he'd love to send his consciousness out after all this bickering on earth. Honestly, the more that we get humans away from squabbling over the same patch of desert the better off we'd probably be. Everyone seems to think they can spend money better than everyone else.

Absolutely unhinged take. Most people just want healthcare, affordable groceries, and a vacation dude. I think Musk has a better chance of being guillotined in the next 20 years than he does sending his consciousness into space.

Re: SpaceX to buy Cursor for $60B

#920

Post by esalman »

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.

I work at a 20k-employee company with footprint in tech. A couple of weeks ago a decision was made to not renew Cursor license. This week it was made public and has been greeted with groans. Some employees have been publicly saying how ineffective and unproductive they are going to become due to this decision- which actually strikes me as really naive.

Personally I like to use a stable IDE. I used Cursor for a couple of days and then went back to VS Code, largely due to Cursor pushing agentic first approach with V3 update.

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