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SpaceX to buy Cursor for $60B

reuters.com

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Re: SpaceX to buy Cursor for $60B

#851

Post by kopirgan »

ghshephard wrote: post #626
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…

I use cursor 8+ hours/day at work, and have full (and effectively unlimited) access to Claude Code and Codex - tools which I also use personally. I suspect that your "constant popups" were when you were using the editor - a mode that I'll confess I haven't touched in 3+ months. Workflow in Cursor is actually awesome - I'm a little outdated in how I use it - I still establish goals/objectives, rather than managing the…

Not trying to be funny but seriously, if these tools can produce a tested 'product' in 45m, shouldn't we be seeing millions of them out there? I mean how far are we from a fully AI built Oracle ERP or even a notepad or helix?

Re: SpaceX to buy Cursor for $60B

#852

Post by jojobas »

barredo wrote: post #25

>> 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. I very much can imagine a future documentary in a few years. With the host asking the audience: "Where were the signs?"

What do you mean, of course everyone in the first world, including babies and the elderly, is eager to pay Elon some $20k/year.

Re: SpaceX to buy Cursor for $60B

#853

Post by kridsdale1 »

pseudosavant wrote: post #825
barredo wrote: post #25

>> 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. I very much can imagine a future documentary in a few years. With the host asking the audience: "Where were the signs?"

Based on the disclosed financials by SpaceX, they have made $48B in revenue since 2023 with a cumulative loss of -$41.3B. And yet, based on stock price and market cap, they are worth about as much as Microsoft. Microsoft generated $80B of revenue and $31B in profits... per quarter last year. SpaceX will never, ever, generate $124B+ in annual profits.

What all the SpaceX naysayers don’t understand is that they effectively have a monopoly on selling drugs to aliens. Think about it, man.

Re: SpaceX to buy Cursor for $60B

#854

Post by themeiguoren »

wxw wrote: post #358

Hm, surprised at all the Cursor hate here. Tab complete, at the quality they delivered, was a game changer back in the day. And their current work on Composer is great. Composer is super fast and quality is decent. More competition in the model space always welcome.

"Back in the day" was... a year ago

Re: SpaceX to buy Cursor for $60B

#856

Post by sramam »

ghshephard wrote: post #626
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…

I use cursor 8+ hours/day at work, and have full (and effectively unlimited) access to Claude Code and Codex - tools which I also use personally. I suspect that your "constant popups" were when you were using the editor - a mode that I'll confess I haven't touched in 3+ months. Workflow in Cursor is actually awesome - I'm a little outdated in how I use it - I still establish goals/objectives, rather than managing the…

> Key things I like about Cursor (and I recognize I'm dating myself a bit here)

What a world we live in - "dating oneself" is measured in weeks/months! :)

Re: SpaceX to buy Cursor for $60B

#857

Post by slopinthebag »

echelon wrote: post #623
redox99 wrote: post #554

Earlier quoted context omitted.

I also work with C++, and I use Codex (desktop) which writes 99.99% of my code, plus Visual Studio, which is nice for reading and navigating code. For webdev I do VSCode + Codex. I started with Cursor back in the day, but switched to Claude Code and then Codex when Cursor got too expensive. If price wasn't an issue, maybe I'd prefer Cursor only because I can easily switch between models. But that's it. I always disli…

Fable makes any IDE AI integration almost entirely unnecessary. Claude one shots pretty much everything, and fixing any small errors is easier when just talking to Claude again. Anthropic is going to offer better pricing using their agentic harness. Why pay more for less? An IDE at this point is best as a tool for code review. They need to start building better code review tools.

Some of us are working on things that Claude can't one shot. Like, not even close.

Also https://xcancel.com/mitchellh/status/2066657032938442833#m

I really don't see IDE's going out of fashion anytime soon.

Re: SpaceX to buy Cursor for $60B

#858

Post by burnerRhodov3 »

pseudosavant wrote: post #825
barredo wrote: post #25

>> 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. I very much can imagine a future documentary in a few years. With the host asking the audience: "Where were the signs?"

Based on the disclosed financials by SpaceX, they have made $48B in revenue since 2023 with a cumulative loss of -$41.3B. And yet, based on stock price and market cap, they are worth about as much as Microsoft. Microsoft generated $80B of revenue and $31B in profits... per quarter last year. SpaceX will never, ever, generate $124B+ in annual profits.

What about the compute deals? $3.1B a month for half their compute? Elon built $6B of rev in 122 days. What can he do now that he's got a $85B war chest of cash?

Re: SpaceX to buy Cursor for $60B

#859

Post by htx80nerd »

greenpizza13 wrote: post #582
greenoracle9 wrote: post #46

$60B is a huge price, but buying Cursor gives Musk something xAI has struggled to build: a popular coding product with real developer and enterprise adoption. It may be the fastest way to catch up in AI coding. The real question is whether SpaceX ownership improves Cursor or drives its users away.

There's no way I will continue to use Cursor if it's Elon-owned. His actions at DOGE literally caused the deaths of thousands. We should all boycott.

>His actions at DOGE literally caused the deaths of thousands.

you mean that part where the US spends billions of dollars helping other countries and they hate us for our troubles?

Re: SpaceX to buy Cursor for $60B

#860

Post by mnehring »

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...

I bought a small amount (4 shares) of SpaceX stock on IPO day for $160/share. This Cursor purchase does not upset me as a very minor shareholder. Elon Musk seems to have a unique ability to help grow companies that lead to shareholder value. In particular, it seems that xAI overbuilt data centers because their model fell behind. SpaceX could lease data center capacity to Google or other big players (which they're doing), or they can use it internally. Buying Cursor lets them do it internally.

My employer recently switched us all from Cursor to Claude Code. Aside from my personal preference for having a chat window inside VSCode, Claude Code is painfully slow compared to Cursor for my workloads. I think part of this is due to Claude's massive bump in popularity without a similarly rapid build-out of compute. So, the low-hanging fruit for Cursor is to have a massive speed advantage over Claude Code and regain popularity that way. (My current paid AI subscriptions are ChatGPT, Gemini and Cursor. I do not personally pay for Claude.)

And as far as the pivot goes, there seems to be speculation that Elon Musk wishes to roll up all his companies into one big company. So, it doesn't really matter if the AI company lives inside SpaceX or Tesla, since it'll all be one big thing in the future.

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