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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

#182
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.

A crazy and lucky bailout for Cursor + investors.

Forget bailout, this is a massive payday for them

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

#184
post #178
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…

You've literally got tools like opencode that are MIT licensed. Most of those points X could do on their own or are things that make this attractive for cursor not X. e.g. Need developer data? Use some of that spare GPU compute, hand out free top end model coding access for a bit and you'll very rapidly have developer data >decent enterprise relationships I guess. 60B worth of "relationships" though?

> hand out free top end model coding access for a bit and you'll very rapidly have developer data

They tried this - grok was free on openrouter for a while

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

#185
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…

You forgot to consider whether all this is worth $60B.

it's not dollars it's X bucks

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

#190
post #145

60B for Composer 2…that is built from Kimi K2… what ever happened to “Grok being the best”?

Am I the only one that thinks Composer is really good, when you factor in the speed and the cost?

yes, you are
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