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Posted by dmarcos 2 days ago

SpaceX says it has agreement to acquire Cursor for $60B(twitter.com)
https://www.reuters.com/technology/spacex-says-it-has-option...

https://www.nytimes.com/2026/04/21/business/spacex-cursor-de... (https://archive.ph/c2Tac)

https://www.bloomberg.com/news/articles/2026-04-21/spacex-sa...

813 points | 971 commentspage 10
sroussey 2 days ago|
If I stop paying for Cursor, will they threaten to sue like Twitter does?
wek 2 days ago||
What are the implications of this for Cursor being model agnostic?
ozy 2 days ago||
So I have to switch away from cursor? Any recommendations?
goldenshale 2 days ago||
You sour pusses are wrong. This is a smart move that amplifies a brilliant team from cursor with serious compute, raising the odds Elon can get to the frontier, which is worth so much these numbers will all look like a drop in the bucket.
october8140 2 days ago||
SpaceX is going to have an AI coding "oops" in space.
coalstartprob 2 days ago||
my only gripe rn is grok is still a shitty model to use. yeh it scores nearby openai and anthropic on benchmarks, but my personal experience has been underwhelming
xer 2 days ago||
Our of $60B, what does that make VSCode priced at?
goldenshale 2 days ago||
You sour pusses are wrong. This is a smart move. Cursor has a brilliant, capable team with serious model chops who will be able to boost the odds of AGI success. They also come with a revenue generating machine.
jMyles 2 days ago||
I imagine none of us had this on our bingo cards.

If this is an acquihire, it doesn't compute for me (though I can't say I understand how things work in the world of the 60B level). LLMs are new enough that nobody has a big enough headstart to warrant a 60B personnel change.

The IPO angle also doesn't make sense. Musk cultists were gonna buy anyway; this doesn't change that. And for everyone else, who wants to pay down debt on an acquisition whose effect will almost certainly not be palpable in mainstream circles, if at all?

I don't fully understand the influence that comes with SpaceX subsidies and government contracts, but I gotta believe that rounding up non-lab AI chops are on that agenda?

The exact options - 60B for acquisition (obviously not a cash deal, right?) or 10B for unspecified services rendered... also don't make sense for either of the first two.

Is this just a way of the government securing contractors by proxy that wouldn't pass muster if done through the normal channels?

moaning 2 days ago|
I really don't think Cursor is going to be acquired for $60 billion. That price is absolutely absurd. I agree their harness is excellent, but it's hard to argue they have an overwhelming competitive advantage over rivals like Claude Code and Codex, or open-source alternatives like OpenCode. What's left then is Cursor's data, talent, and user base — but even accounting for all of that, the price is still ridiculous.

I've personally watched a lot of developers around me (myself included) who were enthusiastic Cursor users when it first launched gradually migrate over to Claude Code and Codex. And I don't think this is just happening in my bubble.

My guess is this is some kind of strategic play ahead of SpaceX's upcoming IPO — an attempt to get a higher valuation stamped on the company. But I'll say it again: $60 billion is absolutely absurd.

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