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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

#991

Post by RevEng »

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.

We just started adopting Cursor over the last six months. We have at least a hundred developers using it and several more signing up every day. I'm one of them and I'm quite happy with it.

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

#992

Post by RevEng »

zacyungblut wrote: post #363
cleaning wrote: post #216

Earlier quoted context omitted.

In my opinion, the IDE interface still has not been beaten if you are working on a serious codebase where you are reviewing each diff.

I agree with you and I personally use Cursor. Just don’t see how there’s a moat that makes it worth $60b. A team could build an AI IDE in a week, this could be a race to the bottom

As someone put in the unfortunate position of building an AI IDE in three weeks, I assure you it's much more difficult than it seems. Sure, we were able to get something working with all the features you would expect, but the performance was awful. Claude Code, Cursor, and others do a lot of tweaking based on a lot of experience in order to make their systems give good results. There is more to getting good results than just using a good model.

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

#993

Post by RevEng »

Analemma_ wrote: post #102
Lermatroid wrote: post #47

Earlier quoted context omitted.

AFAIK cursor is basically the only player right now not subsidizing tokens out the ass, and has been seeing solid growth across individual and enterprise with almost every model performing best in their harness. Not sure how that’s a serious decline.

I would like to know where you’re seeing this, because my strong impression is exactly the opposite: a year ago, everyone was talking about Cursor, but I haven’t heard anything about it in months. It’s all Claude Code and Codex now. In terms of mindshare they seem dead already.

Cursor isn't the hot new thing, but enterprises move slowly. Cursor is alive and well in big businesses, even if the Twittersphere isn't covering it.

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

#994

Post by RevEng »

htrp wrote: post #103
Lermatroid wrote: post #47

Earlier quoted context omitted.

AFAIK cursor is basically the only player right now not subsidizing tokens out the ass, and has been seeing solid growth across individual and enterprise with almost every model performing best in their harness. Not sure how that’s a serious decline.

cursors internal model efforts have not been able to meaningfully exceed the performance of the frontier models.

Composer works great for me and it's much cheaper than Opus. Grok is the cheapest but it's obviously being subsidized heavily

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

#995

Post by muddi900 »

jmalicki wrote: post #953
KaiserPro wrote: post #717

Earlier quoted context omitted.

> 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.

IIRC, it was $2B annualized. Which means nothing. Also, their expenses will be way north of that.

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

#996

Post by igl »

Lonestar1440 wrote: post #195

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…

I used to be a hardcore Cursor user until I spent more time with the alternatives and cursor has gotten rough on my machine lately: spins up the MBP fans in minutes and drains the battery in an hour or two on the go. The harness is great, but eventually someone will build something equally good that is not vibe coded to death.

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

#997

Post by dbbk »

MPSimmons wrote: post #251
gpm wrote: post #204

Earlier quoted context omitted.

Paying $10B for the option is also crazy though. Paying $10B for the thing outright and not just an option would be absurdly high.

It reportedly has a $2B ARR, and a 5x multiplier doesn't seem insane to me, but who knows, honestly

ARR for a company where 99% of that goes back out to model providers is pretty meaningless

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

#998

Post by wek »

_bypa wrote: post #422
wek wrote: post #349

Earlier quoted context omitted.

Consider Nimbalyst, its a free visual workspace for Claude Code and Codex that has visual editing of markdown, mockups, diagrams, code with your agents with WYSYWIG diffs as well as task management and kanban session management tied into your agents. Its got a files/plan/editing mode and an agent/sessions mode.

I had never heard of it but it looks pretty slick: https://nimbalyst.com/ Thanks!

And as of today Nimbalyst is open source!

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

#999

Post by inemesitaffia »

bmitc wrote: post #965
inemesitaffia wrote: post #469

Earlier quoted context omitted.

A top government employee in the previous regime. Not some guy. You yourself can check and see that launch pricing for the government is cheaper from everyone apart from Boeing these days. Turns out capping costs help. (See SLS) (See Europa Clipper) Contracts aren't subsidies and you know that. It's straight up dishonesty to mix them up. McDonald's and Burger King are government contractors

I said "government subsidized" and then later expanded out to subsidies, grants, and contracts. You know what I meant. There isn't dishonesty remotely anywhere. And the point of conflict of interest still stands and is unargued while we still argue the meaning of "government subsidized".

Contracts aren't subsidies and that's just one facet of your dishonesty. Where are these grants?

The other part is the money you're talking about was almost all spent/awarded before this current government. There's your conflict of interest.

You aren't mistaken. You know you're spreading misinformation about this stuff

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

#1000

Post by inemesitaffia »

dev1ycan wrote: post #787
inemesitaffia wrote: post #467

Earlier quoted context omitted.

The elevator was there when it was originally announced. There's no Kessler Syndrome where Starlink is. You'd know this if you read Kessler's first paper. It's online. i.e if every single Starlink satellite crashes into another you won't get Kessler Syndrome. And the same it true for the planned Kuiper.

First of all, yes I know about the elevator hence why I mentioned it, you know, first of all it's not that safe to be going down an elevator from what is basically a multiple stories high building while in space (#1) and (#2) why would you add complexity/failure points on purpose if your mission was being multiplanetary? The spacecraft wasn't designed with humans in mind first. And second: This is a paper by Kessler…

Elevator already approved by NASA. They think it's fine. Haven't changed their minds.

Figure 1 on the graph should have shamed you enough into not posting.

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