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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

#681

Post by chimprich »

sighthrowaway wrote: post #624
wahnfrieden wrote: post #587

Earlier quoted context omitted.

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…

> users who haven't caught on yet If you think this of users who use cursor then I don’t think you’ve used cursor much at all.

I've used Cursor a lot. Until recently it was mandated by my employer. I can't see the attraction at all. It's a (bad IMO) IDE integration, a reasonable model (but I still generally preferred Claude over Composer), and a bunch of other tools that weren't very developed (like cloud environments and multi-agent orchestration). It's a suite of tools, most of which have superior alternatives. What am I missing?

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

#682

Post by dubeye »

alvis wrote: post #680
dubeye wrote: post #674

Earlier quoted context omitted.

Because of user count? Same was said about instagram. with all due respect, devs don't seem to understand business

Who are the users? I haven't seen many pro users using cursor

  you've formed an opinion on the value of the company without knowing how many users it has? Kind of proves my point, no?

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

#683

Post by CryptoBanker »

rob74 wrote: post #583
Lonestar1440 wrote: post #195

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'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...

Cursor sells its own models as well now

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

#686

Post by i_think_so »

dubeye wrote: post #674
rob74 wrote: 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...

Because of user count? Same was said about instagram. with all due respect, devs don't seem to understand business

But do devs know a which IDE is better? That seems to be a rather important question here.

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

#687

Post by imtringued »

tristanb wrote: post #461
_bypa wrote: 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.

any IDE you like and Claude code - i have no idea why you'd want to use something like Cursor, it's time came and went.

Not to mention the only company that would have any legitimate interest in acquiring Cursor would be Microsoft since they could just merge VSCode and Cursor into one product at very little cost.

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

#689

Post by singularity2001 »

ymolodtsov wrote: post #655
rob74 wrote: 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...

Their revenue and growth justified it. Plus, for xAI that could be the only way to get a SOTA coding model they want so hard.

I thought cursor became mostly obsolete with Claude Code and Codex TUIs?

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

#690

Post by dubeye »

i_think_so wrote: post #686
dubeye wrote: post #674

Earlier quoted context omitted.

Because of user count? Same was said about instagram. with all due respect, devs don't seem to understand business

But do devs know a which IDE is better? That seems to be a rather important question here.

It's not 'the' most important question.
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