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SpaceX to buy Cursor for $60B

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Re: SpaceX to buy Cursor for $60B

#761

This is a stupid comparison, but Mojang/Minecraft was acquired for 2.5 billion in 2014. Arguably the most popular video game of all time, which has brought joy to hundreds of millions of people for years and years, was valued at 1/20th of an AI startup that will soon disappear into irrelevance. While Minecraft is just a game, I'd argue it has more societal value than Cursor. The way things are valued is nonsensical t…

For comparison couple of months ago I acquired zed, pi, opencode etc. for $0.

I think they eye the models more than the agent or IDE

Re: SpaceX to buy Cursor for $60B

#762

Earlier quoted context omitted.

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

I’m very comfortable with the terminal, but let’s be honest. It’s not very good at certain apps. For example, copy/pasting long bits of code or strings into and out of Claude code is highly annoying. Line breaks in weird spots, because of the terminal, for example.

Anyways, I use cursor for a number of reasons:

1. I still want very quick access to the code in the editor. So I want the IDE.

2. Generally solid defaults. Auto-compaction, plan mode, etc, all work pretty well.

3. When I switched back to it from Claude code, it was genuinely faster at running Opus than Claude code. Claude code was grinding to a fucking halt every two minutes.

4. So annoying to search and view your chat history in Claude code. I’m a visual person. I also want all my repos loaded into a big workspace. Cursor also does that great out of the box.

5. I don’t have time to redo my terminal setup again to optimize it for Claude.

Tbh, I’m not aware of much that Claude code does that you can’t also do in cursor. At the end of the day, the agent loop and tools are not that different, and the model is identical.

The tool you use to prompt it is not the hard part. I just work faster when I have everything easily accessible in one spot, which was easier for me to accomplish with cursor than Claude. I found it just got out of my way.

Re: SpaceX to buy Cursor for $60B

#763

Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.

Could not say on the valuation front. The one thing that is obvious is the trash talkers love to point out how horrible it is but I have yet to find a compelling replacement. Obviously Claude Code works but at least for me I never got along with the CLI workflow very well and sure I could use vs code with the extension for Claude but then I lose tab autocompletes which I actually like. I have yet to see anyone build…

Using Cursor with Jetbrains via ACP isn't that different than using within the Cursor IDE. You still get Agent/Plan/Ask modes with model selectors.

I'd recommend installing the Cursor IDE, then using it to install Cursor CLI (it's easier to keep things up to date this way), then setting up your Jetbrains IDE to point to the Cursor CLI via ACP integration.

Re: SpaceX to buy Cursor for $60B

#764

> "In its IPO filing, the company had said Cursor's access to developers' data, including coding requests and design decisions, could help improve its AI models such as Grok." They're all stealing your IP and selling it back to your competitors in the form of tokens.

Yes, that is in fact how models get better at coding. Such a ridiculous stance: "I want LLMs to code for me, but I want them to be trained on other people's code, not mine, duh".

This is the correct take

Re: SpaceX to buy Cursor for $60B

#765

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

You must be a joy to work with.

Re: SpaceX to buy Cursor for $60B

#766
post #264

I believe that OpenAI (I'll get to SpaceX in a second) has a huge valuation risk because: 1. It's a bet that OpenAI will "win" AI and have a significant moat; and 2. Future hardware improvements won't massively devalue OpenAI. I believe open source models will win here, mainly because China won't allow otherwise. I also think that nobody is really talking about the hardware decpreciations coming in the next few years…

> 2. Future hardware improvements won't massively devalue OpenAI.

I don't understand your point here. OpenAI rents all of its compute. It doesn't own datacenters. Any advances in hardware or optical computing benefit them because they can serve more customers. There is huge demand for GPT 5.5.

Re: SpaceX to buy Cursor for $60B

#767
Curser is the only possible play to make Grok AI some how useful to enterprise, where the vast majority of spend is / will be? Feels like it could only possibly worth this much to Musk. For me Anthropic are too far ahead - this will likely all be for zero shareholder value when Anthropic continues to pull ahead. Will be interesting to see if Musk switches off Collosus to impede Anthropic at some point.

Re: SpaceX to buy Cursor for $60B

#768

> "In its IPO filing, the company had said Cursor's access to developers' data, including coding requests and design decisions, could help improve its AI models such as Grok." They're all stealing your IP and selling it back to your competitors in the form of tokens.

Quit posting trashing. This isn't theft.

It's not theft in the same way a con artist convinces you to give him all your money. The people using it or their employers just don't realize any competitor will be able to ask the LLM to replicate their product and it will copy the codebase they uploaded to them.

Re: SpaceX to buy Cursor for $60B

#769

> "In its IPO filing, the company had said Cursor's access to developers' data, including coding requests and design decisions, could help improve its AI models such as Grok." They're all stealing your IP and selling it back to your competitors in the form of tokens.

No one is stealing anything here. Cursor users are willfully providing it by using their product. Not unlike uploading a personal photo or video to social media -- that's not yours anymore. You gave all rights away when you put it on their servers.

Do you think that everyone using it and their employers are aware that they are giving their competition the ability to copy straight from their codebase when they ask it to replicate their product?

Re: SpaceX to buy Cursor for $60B

#770

> "In its IPO filing, the company had said Cursor's access to developers' data, including coding requests and design decisions, could help improve its AI models such as Grok." They're all stealing your IP and selling it back to your competitors in the form of tokens.

Yes, that is in fact how models get better at coding. Such a ridiculous stance: "I want LLMs to code for me, but I want them to be trained on other people's code, not mine, duh".

Who are you quoting?
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