971–980 of 1001 posts
I guess the hope is that combining two sub-par coding models (xAI's grok + cursor's composer) and combining the data they have access to, they can build something that can compete with OpenAI / Anthropic in the coding space... I guess I kinda see it... it makes sense from both points of view (xAI needs data + places to run their models, cursor needs to not be reliant on Anthropic/OpenAI). I think I don't see it worki…
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Their revenue and growth justified it. Plus, for xAI that could be the only way to get a SOTA coding model they want so hard.
I thought cursor became mostly obsolete with Claude Code and Codex TUIs?
I wouldn't think so. At work I have both cursor and claude code and while I use both, cursor is by far the most pleasant to use. If I had to give one up, I'd let claude go.
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It's not about the tech, it's about the pool of users that use Cursor, by acquiring Cursor you get a bunch of users + subscribed and already paying pool of people instead of just rebuilding something from scratch and convincing people to change their tools with a new one
Is it about the users or the data the users generate. Pretty easy to see the day devs are replaced by the data they themselves generated. Companies are only going to get one chance to grad this data. Similar to the internet cutoff.
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If you’re more worried about cost than you are being productive and getting good results then sure, stick with foundational model company apps.
“Being productive” without taking inputs/costs into consideration is an oxymoron.
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They might. Elon will probably use his SpaceX/xAI spend (future SpaceX space datacenter dollars) as leverage. NVIDIA is so used to doing such deals by now, they’ll probably take it.
Space datacenters are such a dumb idea. We already have problems keeping spacecraft cool, and unless they send people up there with the datacenters who the heck is going to do maintenance? GPUs need upgrading and hard drives fail
A fleet of special ships for orbital commute and future generation Optimus, no doubt.
OR - they follow the same approach as the current fleet of Starlink satellites. Probably have some redundancy baked in (eg 10 operational GPUs with 3 backup). They have rich data around hardware expectancy in space. Can’t hurt to have that for simulations.
It is a complete rip off of someone else’s work vs code and is literally no better than copilot.
Makes me mad it’s even allowed to be a commercial company ripping off vs code.
It is a completely idiotic purchase. Literally one person could recreate the entire IDE themselves… like it’s so easy to make.
And there’s no brand loyalty to it because people want the best llm they don’t care about the little plugin so no moat
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Its hard to think clearly when you are in a k-hole. in ten the speed'll kick in, can of coke and a ciggy and he'll be right as rain
so now we're accusing him of being a habitual drug user? or is this some joke that's going over my head
So SpaceX bought a $60B Option on Cursor, plus a bunch of services, for $10B. If strike date comes and Cursor is in fact worth less than $60B... they can move to acquire it for that price. Or just let it "expire". And if it's worth more, they get a savage good deal. If the services were worth $8B anyway, it's hard to lose. It seems less crazy to me through this lens. A straight acquisition, today, at $60B would in fa…
Downside is capped (cost of services + deal structure), upside is asymmetric if Cursor outperforms.
That said, these deals always hinge on whether the “$8B in services” is real economic value or just internal accounting. If it’s the latter, the risk profile looks very different.