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And you created this account just to say that?
Edit: wow, it seems to be a bot doing some PR ops for Vercel.
SpaceX says it has agreement to acquire Cursor for $60B
861–870 of 1001 posts
Re: SpaceX says it has agreement to acquire Cursor for $60B
#862Earlier quoted context omitted.
> How is a VSCode fork and a open weight LLM fine-tune worth $60B? Ignoring future business ideas, Cursor reported reached $2 billion+ annualized revenue run rate in 2026, doubling from 2025. Recent financing rounds reached high-end valuation between $30 billion and $50 billion.
I expect Cursor passes nearly every cent it collects on to Anthropic and OpenAI
Even more than that possibly. I don't imagine cursor has any deals in place with Anthropic. They likely pay API pricing like everyone else.
Re: SpaceX says it has agreement to acquire Cursor for $60B
#863Earlier 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...
In terms of IDE yeah it is not that great. I do have Copilot in VSCode and Cursor. I thought both should be equal in solving problems - turns out Cursor with the same model selected somehow was able to solve tasks that Copilot would get stuck or run in loops. They have some tricks on managing file access that others don’t.
They're using the code intelligence from the IDE to run the AI, while Claude Code only does greps.
AI coding is much more than just the model - all the tools that human use in IDE are also useful for AI. Claude Code on the other hand just works with grep.
Re: SpaceX says it has agreement to acquire Cursor for $60B
#864Earlier quoted context omitted.
Wasn’t composer trained on Kimi? Has anyone had a chance to compare the latest Kimi model to composer?
Composer-2 is based on Kimi K2.5, but with extensive RL. Cursor estimated 3x more compute on their RL than the original K2.5 training run (some details in https://cursor.com/blog/composer-2-technical-report ). Composer-2 seems very useful in Cursor, while K2.6 according to AA seems to be a really useful general model: https://artificialanalysis.ai/articles/kimi-k2-6-the-new-lea...
I used to hate on Composer 2 but I'm coming around to it. Opus for the big stuff and multi-file operations, Composer for all the small day-to-day IDE tasks works pretty good for me.
Re: SpaceX says it has agreement to acquire Cursor for $60B
#865Wow. Tech CEOs and investors have completely lost touch with what money really is worth. How is a VSCode fork and a open weight LLM fine-tune worth $60B? One would think Elon would learn his lesson after overpaying for Twitter and then having to merge his failures together to stay afloat. But no, more cash into the burning pile.
Yes, and Whatsapp was just a messaging app with a stupid Erlang backend. These deals are not about the tech, they buy the business, that includes the brand and the user base. Whether we think it's worth that amount is indeed up for discussion.
The cost of switching from WhatsApp to an alternative is huge. You will lose access to your family, friends, whomever you chat with. They need to switch with you and in turn their friends need to switch with them, and so on.
The cost of switching from cursor to codex or Claude code is minimal.
So what does Claude code actually have that spaceX can't imitate? Well, not much, but acquiring hot companies before your IPO is a good strategy to drive up your own valuation.
Re: SpaceX says it has agreement to acquire Cursor for $60B
#866Earlier quoted context omitted.
> How is a VSCode fork and a open weight LLM fine-tune worth $60B? Ignoring future business ideas, Cursor reported reached $2 billion+ annualized revenue run rate in 2026, doubling from 2025. Recent financing rounds reached high-end valuation between $30 billion and $50 billion.
a lot of companies I know are cancelling Cursor in favor of Claude Code or Codex because they already have VSCode or IntelliJ for edits
I'm seeing the same thing, probably all will land in a combination of Antigravity Inbox experience, Devin and some OpenClaw omnipresence style UX.
Re: SpaceX says it has agreement to acquire Cursor for $60B
#867Earlier quoted context omitted.
Did you actually own it though, per their TOS? What title was granted, if so? Also, and no offense intended truly, I think your having a grand total of 2 followers after 19 years was apart of their risk calculus in this seizure.
It can’t be that hard for you to think of something digital that you (don’t) own and how you would feel if a comparable situation happened to you. A TOS isn’t some magical shield from legitimate complaints and scrutiny any more than “it’s the law” makes something morally right.
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Re: SpaceX says it has agreement to acquire Cursor for $60B
#868Earlier quoted context omitted.
Yes. But unlike cursor, Whatsapp had the following advantages: 1. It's cheap to run. 2. It has clear advantages over existing technology (SMS). 3. My mom uses it. She's never going to use cursor. Whatsapp had a huge userbase in Europe. Basically everyone I know uses it. And it was "only" ~$20 billion. Inflation can't be this high.
> And it was "only" ~$20 billion. Inflation can't be this high. While I'm not sure about this buy, Cursor does at least have revenue. WhatsApp was basically running on VC/private money (they had an extremely nominal fee, but I never had to pay it), and was sold to buy its userbase into the Facebook fold. I don't think you can compare that to a business that at least has some decent revenue.
WhatsApp was actually profitable pre-acquisition and they never needed the VC money. It was still in the bank + more when they got acquired
Re: SpaceX says it has agreement to acquire Cursor for $60B
#869Earlier quoted context omitted.
Did you actually own it though, per their TOS? What title was granted, if so? Also, and no offense intended truly, I think your having a grand total of 2 followers after 19 years was apart of their risk calculus in this seizure.
It can’t be that hard for you to think of something digital that you (don’t) own and how you would feel if a comparable situation happened to you. A TOS isn’t some magical shield from legitimate complaints and scrutiny any more than “it’s the law” makes something morally right.
One should know what contracts one is entering into.
Re: SpaceX says it has agreement to acquire Cursor for $60B
#870Earlier quoted context omitted.
Why do you use it? Genuine question, I want to know what I'm missing. I guess I don't really understand what it buys you over just running vanilla VS Code and Codex.
The anti-Cursor sentiment here is baffling to me given how useful it is to me. I use it interactively and actively review everything it produces. I like how I can plan a feature and refine the plan before instructing the agent to implement it. Last I checked, vscode had none of those features. Do (seemingly most) people prefer Codex because it gives a greater degree of autonomy to the agents?
I am personally not a fan of VS Code regardless, but I guess I don’t understand what it buys you over one code editor window and a Codex window both being open?
I have, right now, a tmux session with Codex on the bottom and Neovim on the top. It does what I was doing in Cursor just fine.
I am not really “anti Cursor”, I just genuinely am confused as to what it actually buys me over the setup I just described.