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SpaceX to buy Cursor for $60B

reuters.com

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Re: SpaceX to buy Cursor for $60B

#32
post #27
post #13

Out of curiosity, anyone here still using cursor?

Co-Pilot -> Cursor -> Claude Code. I think my relationship with cursor was the shortest of all.

Cursor was really good for like 2-3 months. It felt like magic compared to Copilot.

Claude Code is like... I dunno, something better than magic because it actually exists.

Re: SpaceX to buy Cursor for $60B

#33

"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." This is unhinged.

I know it has become a meme by now, but IIRC the market for all foods (agriculture, processed food, etc.) on earth is around $10 trillion.

So according to SpaceX, the market for AI is 2.5 larger than all the food sold on this planet.

They're also saying that the AI market is worth roughly 10% of all global real estate.

Re: SpaceX to buy Cursor for $60B

#35
$60b is genuinely insane. Very high from a P/S ratio perspective, and for a product with arguably no defensible moat.

Congrats to the Cursor team though... One of the most crazy exit stories ever – 4 years to a $60b buyout. Damn.

Re: SpaceX to buy Cursor for $60B

#36
post #23

For what it's worth, this was effectively announced months ago, and at this valuation.

But they (SpaceX) could have backed out of the deal at any given time as they had the option to (and be required to pay the 10B break up fee). Nobody knew what would happen at the time.

This announcement is a definitive agreement of the acquisition at that $60B valuation.

Re: SpaceX to buy Cursor for $60B

#37
post #13

Out of curiosity, anyone here still using cursor?

composer is competitive with around opus 4.5 in feeling?

largely lags behind opus4.7/gpt5.4, but is respectable, and generally outperforms the glm/qwen equivalents anecdotally despite benchmarks.

fails to follow instructions more often, and is less code critical, but performs okay if you can decompose the task to smaller problem spaces. i.e. only do manual review, only do typechecking, only do specific component. etc

https://artificialanalysis.ai/agents/coding-agents?coding-ag...

Re: SpaceX to buy Cursor for $60B

#38

"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." This is unhinged.

I know it has become a meme by now, but IIRC the market for all foods (agriculture, processed food, etc.) on earth is around $10 trillion. So according to SpaceX, the market for AI is 2.5 larger than all the food sold on this planet. They're also saying that the AI market is worth roughly 10% of all global real estate.

> the market for AI is 2.5 larger than all the food sold on this planet.

It just shows how much the automation has impacted agriculture and the food industry. Sure, there're rural farms that apply 200 yo technology. But e.g. the grain production and farming are incredibly efficient at scale. So, it's not that costly for as a humanity to feed 8 billion people (at a varying level, of course).

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