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SpaceX says it has agreement to acquire Cursor for $60B

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Re: SpaceX says it has agreement to acquire Cursor for $60B

#161

Dammit, I liked cursor

same. i finally tried Claude Code and i just shrugged. Cursor definitely has a clunky UI with an identity crisis, but it pioneered plan mode, and auto / composer chugs along without rate limits for the most part.

Opus, I watch my allotment creep up every turn…

Re: SpaceX says it has agreement to acquire Cursor for $60B

#162
post #130

Wow, we are seeing the dark underbelly of the beast here. Nobody talks about cursor anymore for a reason. Look, I'm not saying it's not useful and discounting anyone getting value out of it... But it's clearly not worth 60B dollars in April 2026.

Yep. there's absolutely no way that Cursor is worth that much.

for contrast, Elon paid $44b for twitter back in 2022. When you adjust for inflation, Twitter was acquired for $49b in 2026 money. Cursor getting bought for 1.22x more is just insanity.

Elon seems unwilling to shake off the image that he has basically no idea what he's doing.

Re: SpaceX says it has agreement to acquire Cursor for $60B

#164

What's Cursor's moat here? I'm a bit surprised that xAI/SpaceX needs to buy them rather than building their own VScode forked IDE or an agentic UI/CLI.

It's data. Nobody is using Grok for SWE work, but they are using Cursor.

Could be contracts.

Re: SpaceX says it has agreement to acquire Cursor for $60B

#166
I was required to use Cursor for my job when I first started, but once I figured out how to use the command line version of Codex, I kind of stopped seeing the point. It just kind of seemed like a bloated, overpriced wrapper around what I could do with the included ChatGPT membership I already had for work.

Maybe I was missing something, but I do not understand how it is worth sixty billion dollars.

Re: SpaceX says it has agreement to acquire Cursor for $60B

#168
post #94

knee-jerk is that it's weird, but makes sense: * X will have a total of ~2GW of GPU sometime this year largely not doing much outside of 'grok is this true' * despite no longer being in vogue with consumer devs Cursor still has a lot of developer data that can assist in building a model * Cursor have decent enterprise relationships (while for xAI it is ~zero) and that's where the real revenue for llms + agents is * C…

> largely not doing much outside of 'grok is this true' Hey now, don't forget about it's super important other use, taking innocent photos of people and regenerating them in less clothing and compromising positions. I'm sad that I even know that.

[deleted]

Re: SpaceX says it has agreement to acquire Cursor for $60B

#170
post #94

knee-jerk is that it's weird, but makes sense: * X will have a total of ~2GW of GPU sometime this year largely not doing much outside of 'grok is this true' * despite no longer being in vogue with consumer devs Cursor still has a lot of developer data that can assist in building a model * Cursor have decent enterprise relationships (while for xAI it is ~zero) and that's where the real revenue for llms + agents is * C…

hn is this true
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