I assume someone knows someone, backroom deal perhaps? I'm not sure either, when Cursor has a lot of risk and not that much moat.
replyMy 2c: they need to pump xAI usage (which nobody is using) to be able to keep the hype alive pre-ipo.
replyCursor has a significant enterprise userbase, that has to be worth something
replyI thought Cursor has started making their own models. Did I confuse them with someone else?
replyTheir Composer 2 model is Kimi (an open model) with additional RL fine-tuning, for whatever that information is worth to you: https://techcrunch.com/2026/03/22/cursor-admits-its-new-codi...
replyOh, I see.
replyThough, in fairness, that's probably the important part. Like a base model plus "coding smarts" is probably perfect for the situation.
But maybe not as much value as I was thinking.
They have a 'proprietary' model which is just an open source (kimi?) fine tune
replyFor a successful IPO and attract more capital you need a very good story/narrative. That what is being crafted here. Business fundamentals matter less with elon!
reply1. Pay them with shares of SpaceX
reply2. Make SpaceX valuation even higher before IPO
3. Boost XAI/usage of Grok.
money laundering and tax avoidance
replyHow would this be money laundering?
replyValue shifting. Search for SolarCity and cousin Lyndon Rive.
replyThat isn't laundering
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