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SpaceX to buy Cursor for $60B

reuters.com

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Re: SpaceX to buy Cursor for $60B

#541

Post by chorsestudios »

joshuastuden wrote: post #512
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…

SpaceX also wants to put data centers in space. That's the big market for SpaceX and how it ties into AI.

xAI could tie in just fine without Cursor in the picture.

Re: SpaceX to buy Cursor for $60B

#542

Post by andruby »

tanseydavid wrote: post #445
Alifatisk wrote: post #422

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...

This Cold Fusion vid covers the "pivot" nicely. https://www.youtube.com/watch?v=FPIGu0anfAE The video explains that it is spelled out in the prospectus that SpaceX is counting 70%-80% of their total addressable market to be AI related and only about 7%-8% to be space-related.

I saw that too, and it's so depressing. SpaceX was pushing the envelope of "interplanetary" travel/species, and to see it being reduced to a 7-8% "side-quest" :-(

Re: SpaceX to buy Cursor for $60B

#543

Post by zuzululu »

Interesting. I've not used Cursor in almost a year after using Codex/Claude.

Won't be surprised if Elon paid another hefty premium.

I just realized this whole game is just getting rich from other people's money and there might not be people left to buy those people's shares when the music stops.

It's literally a ponzi scheme.

Re: SpaceX to buy Cursor for $60B

#544

Post by scoofy »

joshuastuden wrote: post #512
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…

SpaceX also wants to put data centers in space. That's the big market for SpaceX and how it ties into AI.

I still have no idea how that would work. Imagine launching an entire data center building into space, and then imagine also launching a solar array to power it, and then also launching a gigantic radiator to cool it... and the radiator is full of some kind of liquid that can never leak even though it's in a vacuum.

Like, sure, but also, that seems like a lot of work, a lot of extra cost, and a lot of risk, all just to avoid building it in Kansas.

Re: SpaceX to buy Cursor for $60B

#545

Post by bg24 »

drewda wrote: post #489
Alifatisk wrote: post #422

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...

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…

Space Opportunities + Robots (Tesla merger when it happens) + Software factory (Cursor).

It is a umbrella enterprise.

Re: SpaceX to buy Cursor for $60B

#546

Post by mftrhu »

joshuastuden wrote: post #512
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…

SpaceX also wants to put data centers in space. That's the big market for SpaceX and how it ties into AI.

Do they, really? Because putting data centers in space would mean multiplying the infrastructure cost by a few orders of magnitude, while being far, far away from cheap energy - photovoltaics would work, certainly, but it will take a lot of it, and it's not like you can just slap panels on the roof - easy cooling, and people.

It's a ridiculous idea, and I don't believe it's what they are really pursuing.

Re: SpaceX to buy Cursor for $60B

#547

Post by dotwaffle »

drewda wrote: post #489
Alifatisk wrote: post #422

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...

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…

All markets are finite. But you're thinking too finitely -- remember that there was a proposal to use Starship (BFS?) as a point-to-point method of people transport too (London to Sydney in under 50 minutes I seem to remember).

You also have other services: Starlink is an obvious one they're pursuing now, but there's many other things that they could branch into with no effective competition right now, from harvesting resources such as Helium-3 to Rare Earths (ironic name), to... (thinks for several minutes) banishing people to the Phantom Zone?

But you get what I mean, it's not just about rockets, it's about the things cheap and reliable rocketry enables.

Re: SpaceX to buy Cursor for $60B

#548

Post by Jcampuzano2 »

ieie3366 wrote: post #534
01100011 wrote: post #421

I stopped using Cursor when I started getting comfortable with Codex/Claude. Cursor is just annoying with the constant popups and it's just not as good. Now my workflow is to use my normal editor, add a todo describing what I want, and then ask Codex+gpt-5.5 to implement it. It absolutely nails it. Using codex is so much more like working with a partner vs the noise and annoyance of Cursor. That said, I think we're i…

Yep in my experience the weakest engs in my org are the ones still using Cursor. not a good outlook IMO

I know this is not always true. But the same people who like cursor still are the same people who are less familiar with the terminal.

And I don't know what it is but it feels the less familiar you are with a terminal, the less skilled you tend to be.

Definitely not a 100% case. But has been common in my experience

Re: SpaceX to buy Cursor for $60B

#549

Post by [deleted] »

ieie3366 wrote: post #534
01100011 wrote: post #421

I stopped using Cursor when I started getting comfortable with Codex/Claude. Cursor is just annoying with the constant popups and it's just not as good. Now my workflow is to use my normal editor, add a todo describing what I want, and then ask Codex+gpt-5.5 to implement it. It absolutely nails it. Using codex is so much more like working with a partner vs the noise and annoyance of Cursor. That said, I think we're i…

Yep in my experience the weakest engs in my org are the ones still using Cursor. not a good outlook IMO

[deleted]
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