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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

#951

Post by kristopolous »

airstrike wrote: post #205
kristopolous wrote: post #133

Earlier quoted context omitted.

Interesting. I genuinely do not care about money. The motivation of money is literally zero to me. Maybe that's a problem as well: they want people who Are motivated by money acting like they aren't? I wanted in because I saw them doing exciting impactful things That's literally it. I dunno. I've been struggling with this for decades

Just act hard for the duration of the interview season.

That's the key really. It's all kayfabe. I saw Kilo as a win too from the product announcement.

I told myself about ten years ago that I need to move when I see things I get that intuition on. But I haven't figured out how to get in the door yet.

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

#952

Post by _bypa »

anthonypasq wrote: post #911
tomaytotomato wrote: post #821

Earlier quoted context omitted.

This is outdated, Claude code can be run against any model you want, you just simply need to update the ENV vars. Or if you have Ollama running locally you can do something like this: ollama launch claude --model glm-5:cloud Or if you feel brave and want to turn your laptop into BBQ ollama launch claude --model minimax:2.5

or you could just use cursor and select between everything at will every request and not have to manage 15 subscriptions

Exactly that. I don't want lots of subscriptions. Zed with OpenRouter sounds all right except it'll be much more expensive than a subscription, I fear.

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

#953

Post by jmalicki »

KaiserPro wrote: post #717
sigmoid10 wrote: post #630

Earlier quoted context omitted.

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. true, but its not worth $60 billion fucking quid.

I mean they doubled revenue from $1B/yr to $2B in a month.

At some point it can be valued as a high growth business, the code that backs it is almost irrelevant if the business is strong.

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

#954

Post by jmalicki »

kid64 wrote: post #941
dmix wrote: post #859

Earlier quoted context omitted.

The solution is use both. They both have their usecases. Cursor's autocomplete and quickly highlight a few lines -> throw into context, plus it's got a very good file index/API (which burns much less tokens than Claude's grep'ing) and whatever else they are doing underneath to optimize it for coding. Claude is still gold standard if you're not in an IDE though.

Grep'ing doesn't use tokens, it uses grep.

Claude has to use more tokens to read the grep output.

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

#955

Post by jmalicki »

mrweasel wrote: post #913
xnx wrote: post #763

Earlier quoted context omitted.

How massive is the Cursor user base?

The numbers I could find says 1 million, with about 35% paying. I'd say that a million users is pretty good, but 350.000 paying users isn't, if you're a $60B company. Someone else mentioned that Anysphere has a $1B ARR, but I seriously doubt that each user is forking over ~$3000 per year.

Over $2B ARR now.

Why do you doubt $3k/yr? Corporate usage skews a lot higher, when it's evaluated against hiring, not as a nice to have addon.

If $10k/yr means you get work done with one less hire that's an easy decision.

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

#956

Post by skzo »

solarkraft wrote: post #501
nikcub wrote: post #94

knee-jerk is that it's weird, but makes sense: * X will have a total of ~2GW of GPU sometime this year largely not doing much outside of 'grok is this true' * despite no longer being in vogue with consumer devs Cursor still has a lot of developer data that can assist in building a model * Cursor have decent enterprise relationships (while for xAI it is ~zero) and that's where the real revenue for llms + agents is * C…

> Cursor still has a lot of developer data that can assist in building a model Their composer model is seriously good. I’ve been eyeing a cursor sub just to use it in OpenCode. They have a nice moat here. > Cursor have decent enterprise relationships (while for xAI it is ~zero) That has a reason. Those enterprise relationships are almost certainly going to sour at least a bit, if not for Musk‘s toxic image then for h…

Why not buy OpenCode subscription? You'll have access to better models. glm5.1 and qwen3.6 have been really good for me

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

#957

Post by skzo »

_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.

In the same boat and landed on Kilo code.

Similar to Cursor, open source, based on open code, compatible with claude code configuration and works with all providers.

Seems quite future proof to me and you can toggle between providers seemlesly

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

#958

Post by skzo »

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)

Kilo code; vscode extension as well but open source and based on OpenCode.

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

#959

Post by perrylaj »

MintPaw wrote: post #942
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)

Everyone talks badly about Cursor and it is kinda a piece of junk, but no, there's nothing that has the features of: being able to see agent diffs in an editor, seeing diffs inline in chat, be able to click them to jump to the code, and being able to click old chat messages to edit/fork them. Those are basically my only requirements, and it feels like I've tried everything and they're all everything only has 1 of tho…

Jetbrains IDEs have AI support with all the things you've described, and in a more polished experience that requires significantly less maintenance and tuning. It does that while affording an actual IDE experience that works well for supported languages/projects out of the box, without the need to constantly tune plugins and experience jank misaligned UX that seems to be the norm for VSCode and derivatives.

No association with Jetbrains, and despite having a license, don't even use their AI support much myself (mostly using CC, with IDE integration for diff viewing). But if you haven't tried it recently, probably worth a revisit if you're open to Jetbrains products.

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

#960

Post by dmix »

kid64 wrote: post #941
dmix wrote: post #859

Earlier quoted context omitted.

The solution is use both. They both have their usecases. Cursor's autocomplete and quickly highlight a few lines -> throw into context, plus it's got a very good file index/API (which burns much less tokens than Claude's grep'ing) and whatever else they are doing underneath to optimize it for coding. Claude is still gold standard if you're not in an IDE though.

Grep'ing doesn't use tokens, it uses grep.

Reading files is always the biggest token burning when coding. If it can't find stuff quickly or has to use less and head to trim it before finding it, then you're just wasting context window

Cursor both lets you highlight specific lines multiple times per chat and is much quicker at finding stuff.

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