Announcement of Cursor acquisition to SpaceX
https://www.sec.gov/Archives/edgar/data/1181412/000162828026...
Details of Acquisition
https://www.sec.gov/Archives/edgar/data/1181412/000162828026...
edit: From first glance, it doesn't look like it. But I basically don't trust any tech company that takes to Tolkien naming conventions.
The idea is to make it fully autonomous so it is not really something that is meant to be constantly prompted and it is unlikely to fit most workflows but the idea is to make something that fits the future - not the present.
This is unhinged.
Well if you start adding AI powered to "everything" then it is possible.
Soon you'll have AI face cream and AI donuts.
Just like the investors :D
So according to SpaceX, the market for AI is 2.5 larger than all the food sold on this planet.
They're also saying that the AI market is worth roughly 10% of all global real estate.
It just shows how much the automation has impacted agriculture and the food industry. Sure, there're rural farms that apply 200 yo technology. But e.g. the grain production and farming are incredibly efficient at scale. So, it's not that costly for as a humanity to feed 8 billion people (at a varying level, of course).
I think my relationship with cursor was the shortest of all.
Claude Code is like... I dunno, something better than magic because it actually exists.
largely lags behind opus4.7/gpt5.4, but is respectable, and generally outperforms the glm/qwen equivalents anecdotally despite benchmarks.
fails to follow instructions more often, and is less code critical, but performs okay if you can decompose the task to smaller problem spaces. i.e. only do manual review, only do typechecking, only do specific component. etc
https://artificialanalysis.ai/agents/coding-agents?coding-ag...
If this acquisition goes through the only winner here is Cursor, especially since CC and Codex are chipping away at Cursor very hard!
This announcement is a definitive agreement of the acquisition at that $60B valuation.
I very much can imagine a future documentary in a few years. With the host asking the audience: "Where were the signs?"
Initial announcement back in April
Congrats to the Cursor team though... One of the most crazy exit stories ever – 4 years to a $60b buyout. Damn.
Cursor is an extension for VS Code, a harness and a bunch of prompts.
They have their own model (Composer 2) which is based Kimi K2.5, but I don't think SpaceX would be interested in it.
If they need a harness for grok, they could fork PI.
What are they after for here? Customer base? Talent?
- xAI needs the coding related data to compete with Claude Code and Codex
- Recent progress with Composer 2.5 seems promising given the size
- The may get a comeback on the smaller than Enterprise battle field now that the other two got so expensive
- The way that Elon set up this entire process was quite genius. They locked in this option before, and now after the gains through the IPO, it feels almost like a discount, lol
Congrats to the entire Cursor team! I don't know all of their stories, but I do like to smile and celebrate a little when I see people who are often hidden in the shadows quietly making things x% better for all of millions of us every day for many years getting reward for that effort.
Between the codex app, cli, and vscode extension there are options for most ways of working
Remove 20% of food supply, and watch prices explode, global unrest, and famine take place.
AI might eventually provide $26T worth of value, but if it captures anywhere close to that amount of revenue that'll indicate a failure of the free market economy. Competition and open source will have failed and the oligarchy has won.
(Either that, or inflation will have made $26T a relatively smaller number).
I can’t see it in the article when reading on my phone?
CC is mostly my default for large tasks / features (ex. Plan > execute plan ) Biggest gripe with Claude Code is that it is painfully slow relative to the other two.
Cursor for small stuff like bug fixes since it has a lot of models to choose from. I love the review/ diff / checkpoint features. It's planning feature is on par with CC. I'd probably use Cursor as primary driver if it had better cost efficiency. Next version or two of Composer may fill that gap in cost/quality/speed.
Codex isn't allowed at my work, but I use it for personal projects. It has the best balance of quality / cost / speed even if it's planner is poor and quite frankly the codex harness needs to catch up with the other two.
CC for quality / cost. Cursor for quality / speed. Codex for balance of the 3.
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