I remember the days of Cursor, like early 2025. Now I use Claude Code for everything.
replyIf the Cursor or its agent cli can offer their models as an enterprise offering (e.g even through AWS bedrock so all corporate compliance nonsense are met) there is a huge market they can capture.
Its 60B for a huge amount of RL coding data to become competitive in the space.
replyThat would make more sense to me.
reply> to become competitive in the space.
replyIn the rocket ship space?
It seems like a data/roadmap acquisition. Reports have been that Cursor's footprint was still growing rapidly, and their composer model wasn't bad.
replyTake that data / training recipe and scale it up with compute to see what happens?
60B in all stock. So basically “free” assuming cursor leadership believes Elons feverdreams.
replyI wonder how long until Elon makes everyone believe he founded Cursor.
it's going to be renamed to with the x (x agent or whatever) and then there will no mention of the original name Cursor.
replyHave you read SpaceX IPO prospectus? Their AI plans are completely nonsensical. I don’t believe there is an actual strategy here other than trying to surf on (and contribute to) the AI bubble
replySpaceX is betting that the world will be compute/energy constrained by 2030 and that orbital datacenters will become cost-effective for inference. If they are right about that, they will be the largest company in the solar system. If they are wrong, they will still be one of the largest telecom companies.
replyTo me this is a classic case of low-downside, very-high-upside.
I hope you’re not in the business of investing other people’s money
replySpaceX has a monopoly on The Universe. Therefore the TAM for selling tokens to all possible alien species is what justifies the valuation.
reply60 billion to drum up excitement as an acquisition into an overvalued megacorp that can now be dressed up as "AI". It's just numbers gaming, nothing to do with actual value.
replyJoshua Kushner, brother of Jared, had the foresight to participate in a $2.5B round last year:
replyhttps://techcrunch.com/2025/11/13/coding-assistant-cursor-ra...
Maybe this is horse trading: SpaceX pays an insane price in stock for a vibe coding app, Trump will help Terafab and Starlink in any way possible. There are probably other Cursor investors among the Trump clan.
Using grok at work and gpt at home, it's not better. Must be Elon fanboys and bots. It's what Elon does best. Subpar products with guerilla marketing campaigns.
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