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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

#612
post #583

Earlier quoted context omitted.

What's crazy is that a company that sells an IDE (that's not even a particularly good one compared to competitors like JetBrains) integrating some AI plugins could be worth more than $60B...

They are now a Codex clone and without the subscription pricing. You have to spend thousands to get what you get from a $200 Codex subscription. How do they compete with this except from users who haven't caught on yet, or businesses that are unbothered to spend thousands a month per dev and wouldn't consider just subscribing to 1-3 $200 subscriptions instead? And their price is so high because it's markup on API rat…

API rates are the real rates. Subscription costs are the "first hit is free" subsidized pricing.

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

#614

So SpaceX bought a $60B Option on Cursor, plus a bunch of services, for $10B. If strike date comes and Cursor is in fact worth less than $60B... they can move to acquire it for that price. Or just let it "expire". And if it's worth more, they get a savage good deal. If the services were worth $8B anyway, it's hard to lose. It seems less crazy to me through this lens. A straight acquisition, today, at $60B would in fa…

What services could SpaceX possibly be buying from Cursor that would cost $8bn?

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

#616

Earlier quoted context omitted.

I heard he made a deal with a company to use his clusters. Is there good data on demand for Grok? Seems like relatively little chatter at least, in spite of tremendous investment.

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

#617

Earlier quoted context omitted.

Despite their impressive ARR, Cursor faces existential threat from not only BigLabs (Claude Code, Open AI Codex) but also BigTech (AWS Kiro, Google Antigravity, MS VSCode). I am sure the usual suspects would have lined up to purchase Cursor, and the deal from xAI was probably the best of the lot. Marks an end to a remarkable sprint for a 3yo company, and an admirable exit (considering the recent discombobulation of W…

Having tried most (all?) of the commercially available + open source options, and even tangential competitors like CC, Conductor, Antimetal, etc. I haven't found anything that's close to the experience of Cursor. The harness they've built is incredible. I'd even go so far as to say that any competitors that are direct (windsurf, kiro, etc.) aren't even in the same universe. Cursor is just so much better, faster, has…

Do you have examples? I'm curious.

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

#618
post #597

Earlier quoted context omitted.

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Has the availability of deepfake porn generation reduced the demand for deepfake porn featuring real people? When deepfake generators are capable of creating convincing imagery of flawless ideal fake humans, why do you suppose there’s so many real humans who report being non-consensual subjects of deepfake porn?

> Has the availability of deepfake porn generation reduced the demand for deepfake porn featuring real people?

yes

> When deepfake generators are capable of creating convincing imagery of flawless ideal fake humans, why do you suppose there’s so many real humans who report being non-consensual subjects of deepfake porn?

?

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

#619
post #328

Guess I'll be looking for a replacement for Cursor now... Anyone have recommendations? I like the plan/agent mode and the fact that it's an IDE, so I can use it in the traditional way as well as by yapping with a bunch of agents. Also the Cursor rules I've curated and they do their job well.

Until yesterday I would have recommended VSCode + Copilot. They had the best pricing of any option. However the pricing was unsustainable and is therefor finished.

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

#620

Earlier quoted context omitted.

British? “Cursor have” and “Cursor are” is awkward to read.

That's not British, that's just old people

apparently it is a British thing. https://editorsmanual.com/articles/collective-nouns-singular...
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