| ▲ | omcnoe 4 days ago | ||||||||||||||||
Problem is basically, that if the option works out (Cursor truly has the talent to train a frontier model on SpaceX's infrastructure, and were simply lacking the infra before) the fair price would be way way more than $60B. OpenAI tried to acquire Windsurf last year for $3B and couldn't. | |||||||||||||||||
| ▲ | 4dsf 4 days ago | parent | next [-] | ||||||||||||||||
Seems like Elon's move is two fold 1) A gamble based on cursor's compute constraint 2) if 1) plays out, he can purchase cursor via shares of spaceX over valued shares, at a fixed price should the valuation increase. | |||||||||||||||||
| ▲ | sailingparrot 4 days ago | parent | prev [-] | ||||||||||||||||
> Cursor truly has the talent to train a frontier model on SpaceX's infrastructure, and were simply lacking the infra before Wild conjecture. | |||||||||||||||||
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