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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

#931

Post by goosejuice »

necovek wrote: post #579
goosejuice wrote: post #176

Earlier quoted context omitted.

$1B to $2B ARR in a few months with projection of $6B ARR by years end. If xAi wants to have it's own tools just like OpenAI and Anthropic, then it's not an unusual move.

Extrapolating from a few months to a full year and calling it Annual Recurring Revenue is one of modern startup valuation gimmicks that I cannot not laugh at. Sometimes it helps to go back to the basics to understand company performance: money in, money out?

Sure, but early profit rarely tells the whole story. They already sell to half the fortune 500 and enterprise is sticky. Gains in efficiency, like a discount on data center access, can be remarkable for their profit outlook.

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

#932

Post by y-c-o-m-b »

zuzululu wrote: post #474

Is anybody using Grok or Cursor still? I've not used Cursor since the summer of 2025 and I've never bothered with Grok for coding. Hell, I've used Windsurf briefly for a few months. I know a ton of people that use Codex, Claude, OpenCode but can't name a single person that uses Cursor or Grok that is knee deep into agentic coding.

I'm on the legacy pricing annual pro plan (equates to $16/mo). I just use Opus 4.6 and have never hit more than 400 requests, so my pricing remains very cheap. That + the tab complete is what keeps me using it.

This news is very off-putting though. I will definitely not be renewing. I don't want to be associated with Musk in any way.

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

#933

Post by acdha »

cnd78A wrote: post #823
acdha wrote: post #776

Earlier quoted context omitted.

Buying Twitter played a key part in getting Trump re-elected, so I think Musk figures he got what he wanted in terms of deregulation, dropped prosecution, and damage to his political opponents. This deal is different: SpaceX is heading for an IPO which is now complicated by xAI becoming a subsidiary. Cursor is actually popular and I’m sure this is all stock-based so as long as investors believe that those users stick…

Buying Twitter played a key part in getting Trump re-elected Some would say it was simply caused by the mediocrity of Bidden and more globally of the democrats. You don't need to brainwash people for this.

Sure, and many of those would be saying it because of something they heard on X. Musk didn’t pour money into political activity because he thought that outcome was highly likely.

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

#934

Post by DeathArrow »

garganzol wrote: post #740
noelsusman wrote: post #237

Earlier quoted context omitted.

I wouldn't be surprised if those enterprise relationships evaporate after this acquisition. There's a reason why xAI has zero enterprise customers.

For Enterprises it's way easier to delist Cursor from the list of used tools than to have a relation with someone known publicly for neofascist aspirations. xAI is not, and was not that bad, it's just everybody ignores it for anything serious due to obvious reasons.

I am not, I have a Grok subscription and I find Grok genuinely useful.

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

#935

Post by daheza »

zzleeper wrote: post #19

I'm sworn off from Musk-related products, and this will prob make cursor worse (switch to X's LLM for instance). So, any suggestions for switching? Codex; Claude Code? (I like my IDE and I like the freedom to choose a model, which is why I stuck with Cursor even when it felt more expensive)

Same I'll be switching off Cursor today to either claude code or kiro. Luckily my company lets us choose which agentic software we want to use. I won't touch anything Musk is related to, he is toxic and anything he touches turns toxic and supports him.

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

#936

Post by holtkam2 »

_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.

Just use the codex plugin for vscode ?

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

#937

Post by matthewdgreen »

sigmoid10 wrote: post #630
ozim wrote: post #610

Earlier quoted context omitted.

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.

Cynics on HN easily dismiss AI service wrappers (and many of them are in fact overblown and not worth their own code). But writing a genuinely good harness with lots of context engineering and solid tool integration is in fact not that easy. The biggest issue is that model providers also see what the community likes and often move on with their own offerings that are tailored to their own models, potentially at the t…

"But writing a genuinely good harness with lots of context engineering and solid tool integration is in fact not that easy."

It is surprisingly easy to do it once someone else has done the work. Increasingly that's the nature of AI-based software engineering: point it at an existing tool and ask it to carefully duplicate features until it has parity. As you pointed out, frontier LLM companies happen to be well positioned to sell the resulting products.

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

#938

Post by matthewdgreen »

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

Are you using the same AI engineering tools you were using 2-3 years ago? 1 year ago? I'm not. Without a network effect, capturing revenue is hard.

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

#939

Post by merlindru »

Sammi wrote: post #707
YmiYugy wrote: post #539

Earlier quoted context omitted.

I really doubt they'll swap in Grok. Grok seems pretty dead. Probably more likely they'll reuse the hardware for composer. If value is a concern, Codex. It's pretty hard to beat those subsidies. If you really want model freedom, Copilot is surprisingly decent value and as of right now let's you use your sub in other harnesses like OpenCode.

Codex is not a replacement for an IDE. Yes I still need an IDE. When coding agents work they're great. When they don't I still need the IDE. They usually don't work that great when I'm working on something novel or brownfield. Which happens quite regularly. But I definitely still want ai autocomplete. I'm not a Vim user. Coding isn't about typing for me, it's about solving problems. So a tool that does lots of the ty…

I like VSCode and can't really switch to Zed, but Zed has two very good autocomplete models

their own, called Zeta 2

and then Mercury by Inception. May also be available in VSCode through some third party extension like Kilo, not sure

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