Cursor better take the $60B because a VS Code fork with a crappy fine tune of Kimi is not worth that much.

I am part of a discord group with about 1000+ devs. I polled them in Jan to see if they had dropped cursor for claude code.

80% of those responded (250ish in the group had). Bit of selection bias there from the question - but my impression was Cursor is very much dying to competition from the labs.

I feel Cursor isnt’t even worth $6B. What is the moat, the value, the sauce here?

The “apply” model to turn LLM output into code changes?

I like SpaceX a lot but this really doesn’t make sense at $60B

I know Cursor is getting economically not so viable compared to OpenAI and Anthropic offerings but with a deal like this they could also offer $200/mo plans that are attractive. Obviously _if_ their models are good. We have to see!

$60B for a VSCode fork with AI integration... It may show the value of the gap between vanilla LLM output and production-ready applications.

Wish I played that interview game better. I saw the success coming from a mile away (2022) but I can't vibe with people in the hire game right. It's like eye contact, smiling, facial expressions, stuff like that.

I guess there's a bunch of tools to not suck at this. Anyone had success here? The AI tools say I'm great because they can't pick up the kind of problems I'm talking about.

Surely you mean xAI right, surely it's a typo? Right...?

The same "mistake" that SpaceX bought 10% of Tesla CyberTruck?

Wait are they all Musk's companies? Is it a pattern?

/s obviously

>acquire Cursor later this year for $60 billion or pay $10 billion for our work together.

This seems like an elaborate Elon rug pull. A Windsurf situation 2.0

Space rocket company acquires a text editor and tuned llm? Because......