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▲ Cursor is now a part of SpaceX(cursor.com)
99 points by billy_jones_75 a day ago | 111 comments
▲imagent a day ago | parent | next [-]

Keep in mind while this is the date they officially became part of SpaceX, they have already been collaborating on building models together. So don't expect a significant bump in performance on new Grok models due to the additional data from Cursor--that bump already happened with Grok 4.5[1] and now 4.6.

[1] https://cursor.com/blog/grok-4-5

▲dimava 4 hours ago | parent [-]

There still may be Opus->Fable type bump when they finish training larger models. Remember, Grok 4.6 is still Opus-sized and they have larger models in training.

▲GMoromisato a day ago | parent | prev | next [-]

I'm skeptical of this deal. Cursor led the way on agentic coding, but Claude Code and Codex have replaced it. [I use Codex for everything now.]

Still, I'm hearing that Grok 4.6 is almost as good at coding as Codex, but lots cheaper. [My network is also down on Claude--Opus 5 seems like a regression.]

The optimistic scenario would be Grok being a fast-follower with cheaper rates, and staying ahead of open source models. If they can pull that off, and convince enough developers, then maybe they've got a chance.

But $60B seems insane to me. What's Cursor's market share relative to Codex and Claude Code? If it's not meaningful, then it's $60B for an acquihire.

▲sajithdilshan 20 hours ago | parent | next [-]

I remember the days of Cursor, like early 2025. Now I use Claude Code for everything.

If 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.

▲_menelaus 21 hours ago | parent | prev | next [-]

Its 60B for a huge amount of RL coding data to become competitive in the space.

▲GMoromisato 21 hours ago | parent | next [-]

That would make more sense to me.

▲mcphage 21 hours ago | parent | prev [-]

> to become competitive in the space.

In the rocket ship space?

▲ffsm8 8 hours ago | parent [-]

According to it's IPO documents, SpaceX is a 99% ai company, with a tiny offshoot doing space shipping, essentially

▲lumost 21 hours ago | parent | prev | next [-]

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.

Take that data / training recipe and scale it up with compute to see what happens?

▲GMoromisato 16 hours ago | parent [-]

That's a good point, and would make the price more reasonable.

▲interactivecode 21 hours ago | parent | prev | next [-]

60B in all stock. So basically “free” assuming cursor leadership believes Elons feverdreams.

I wonder how long until Elon makes everyone believe he founded Cursor.

▲kelvinjps10 20 hours ago | parent [-]

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.

▲dude187 18 hours ago | parent [-]

They could call it XCode. Oh wait...

▲brazukadev 2 hours ago | parent | prev | next [-]

SpaceX bought the revenue and customer relationship to pump the numbers before the IPO. They have a lot of wasted computing so cursor revenue is kinda "profit" as the cost is already paid.

And it was only a great deal because they probably paid with the hugely over-valuated stocks.

▲bakies 21 hours ago | parent | prev | next [-]

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.

▲dgellow 21 hours ago | parent | prev | next [-]

Have 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

▲GMoromisato 21 hours ago | parent | next [-]

SpaceX 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.

To me this is a classic case of low-downside, very-high-upside.

▲GMoromisato 17 hours ago | parent | next [-]

One thing I find fascinating in this thread is how orbital datacenters bring out such visceral reactions.

I understand skepticism--maybe they will never be able to compete economically with terrestrial datacenters. But the profound certainty that detractors have is amazing to me.

There are a lot of unknowns, mostly around prices in 2030 (price to orbit, price per MW on Earth), but detractors are dead certain that not only will orbital datacenters fail, but they will never even be deployed because they violate the laws of physics. It's astounding.

▲solid_fuel 16 hours ago | parent [-]

One thing I find fascinating in this thread is how elon musk brings out such visceral faith.

I understand hope--maybe he will actually deliver something for once that isn't a total scam. But the profound trust that his bootlickers have is amazing to me.

There are a lot of unknowns, mostly around whether he will die from a ketamine overdose before 2030 (or wind up in prison for his many crimes), but his sycophants are dead certain that not only will every bit of bullshit he spews actually happen, but that he will somehow deliver things that violate the laws of physics. It's astounding.

▲GMoromisato 16 hours ago | parent [-]

Elon-hate explains a lot.

▲dgellow 20 hours ago | parent | prev | next [-]

I hope you’re not in the business of investing other people’s money

▲solid_fuel 17 hours ago | parent | prev | next [-]

Sure man, and we'll have full self driving any day now. At some point you need to start actually using your pattern recognition skills.

▲GMoromisato 17 hours ago | parent [-]

I literally use FSD every day.

▲solid_fuel 17 hours ago | parent [-]

Oh that's great news! I recommend relying on it fully, take a nap while you're riding. Just let the tesla do what it will.

After all, you were sold full self driving. It definitely won't ram you into a brick wall. Or maybe it will, but that's just natural selection really.

▲vrganj 19 hours ago | parent | prev [-]

How do you cool a data center in a vacuum?

▲GMoromisato 18 hours ago | parent [-]

How is Starlink cooled? How is ISS cooled? They all use radiators, which work in a vacuum by--wait for it--radiating infrared into space.

Orbital data centers do not defy the laws of physics. TBD whether they are economical relative to terrestrial data centers, but please don't succumb to misinformation.

▲vel0city 17 hours ago | parent | next [-]

For some perspective, the entire heat rejection system on the ISS at peak can do a little less than one rack of dense AI compute power.

All of that plumbing, all of that area, all that stuff to put in orbit just to cool one rack of compute equipment.

How much stuff do we need to put up there for each rack? The External Active Thermal Control System on the ISS is ~20,000lbs, about 10 tons. How many racks are in a single datacenter? The Colossus is allegedly ~1,500 compute racks, ignoring other equipment. So that's like 15,000 tons for just the cooling equipment if its like the ISS. At SpaceX's current public launch costs (which makes a profit for them, so not base costs) to launch that much stuff is somewhere around $40B. Just the launch cost for the cooling equipment alone for just one datacenter building worth of pure compute capacity, that isn't even that big compared to what companies are talking about building.

All of that is very rough back of the napkin math. I don't expect that to be the actual numbers at all, but I'd imagine somewhere in that neighborhood unless they've got something really radical up their sleeve.

They better have a much better way to cool these things than what the ISS is doing.

▲GMoromisato 17 hours ago | parent [-]

Current SpaceX design is 75 kW of computer per ton, including solar panels, radiators, everything: https://www.spacex.com/spacexai/starmind

That's ~13 tons per megawatt, or 1,330 tons for 100 MWs. That's 13 launches of Starship (at $10 million per launch, or $130 million). Of course, that's probably 600 individual satellites, at maybe $5 million per, so we're at ~$3 billion to deploy 100 MW to space.

You can sell 100 MW of compute for $3-4 billion per year, so SpaceX would make their money back in 1 year.

▲vel0city 17 hours ago | parent [-]

> Current SpaceX design is 75 kW of computer per ton, including solar panels, radiators, everything

Anyone can make a website. Let's see them actually make it and put it in orbit.

According to another Musk website we'd be riding hyperloops and drive through solo tunnels under our cities and we'd all own our own autonomous cab companies back in 2016.

Another website said we'd be able to buy a Cybertruck for $40k and the three-motor variety for $70k.

▲solid_fuel 16 hours ago | parent | next [-]

It's amazing. These guys see a conman with a history of lies and failures - hyperloop, cybertruck, full self driving teslas, robotaxi fleets - and somehow all their critical thinking goes out the window.

Let's just trust him this time guys, he's definitely going to nail it.

▲GMoromisato 17 hours ago | parent | prev [-]

Okay, so you admit that they are possible, but they just might cost more than expected?

That's actually a reasonable prediction.

▲vel0city 16 hours ago | parent | next [-]

I've got little doubt they can put some kind of compute in orbit. Shit, load a tiny model on the next batch of Starlink birds, boom, space AI datacenter done. Will it be anywhere close to the numbers they're claiming? Will it actually be useful and competitive to terrestrial datacenters? I guess we'll see.

Did the Cybertruck have 500mi of range? Was there a $40k model at launch?

▲GMoromisato 15 hours ago | parent [-]

I think we're in full agreement.

I don't know if orbital datacenters will work out--it depends on the price of launch and the price of tokens in 2030. Maybe they'll try it and abandon it. We'll see.

But my point is that if it does work, if they can be cheaper than terrestrial tokens, then SpaceX can dominate the market because no one else is even close to being able to deploy orbital compute.

And if it doesn't work, SpaceX will be fine because they are printing money with Starlink.

Cybertruck is a good example--they never hit their sales targets, but Tesla is fine because they are making money on Model Y and they are investing in Robotaxi (which has a bigger potential than Cybertruck anyway). And if Robotaxi doesn't work out, they will pivot to a cheaper model or something.

SpaceX will be fine, not because orbital datacenters are guaranteed, but because they keep betting on things that may or may not work, but if they do work, they make a ton of money.

▲grim_io 16 hours ago | parent | prev [-]

Many things are possible while still being very stupid.

▲dgellow 18 hours ago | parent | prev [-]

They do and you’re the one spreading misinformation… the amount of energy you need to radiate for inference GPUs is enormous compared to any computer currently used in space. Energy dissipation by radiating is literally the least effective method and would require insanely large radiators just to be effective on paper. You also need to mitigate bit flips, meaning you throw away around 2/3 of your compute capacity.

And that’s just the most basic things, before taking in account ALL the other problems you face doing compute in space someone with expertise in the domain could mention.

Datacenters in space is a grift that won’t happen in any meaningful capacity and can be debunked by a 15y old who followed their physics courses

▲GMoromisato 17 hours ago | parent [-]

You've listed:

1. Radiating heat needs large radiators 2. Bit flips require extra compute capacity

Neither of those violate the laws of physics. As I said, they may not work economically, but that depends on a large number of unknowns, including the cost per ton to orbit and the cost per GW of new power capacity on Earth in 2030. If you have a time machine and know those numbers, then can I please borrow your time machine?

Moreover, when you say, "ALL the other problems ... someone with expertise in the domain could mention," you're saying either:

A) SpaceX engineers do not have expertise in this domain. B) SpaceX engineers are hiding all the problems that they know about.

B is basically a conspiracy theory. It is one YouTube video away from saying the moon landing was a hoax.

A is just delusional.

▲vel0city 17 hours ago | parent | next [-]

Or potentially:

C) SpaceX engineers enjoy their cushy salary funded by a guy who won't take "that doesn't make sense" for an answer to work on rockets and neat technology, even if it may never really work out.

▲fragmede 3 hours ago | parent | next [-]

Do you know anyone that works at SpaceX? They get paid well, yes, but my friends who work there say they work you really hard. The bet that's being made is that there will be advancements in materials science that make data centers in space viable. If you hypothesize that there's a way to cool things down in space if you just had the right material to do it, it makes sense. Starlink satellites are already compute plus solar panels. Just scale it up! Or course "just" is doing a lot of work here, but that's the theory.

▲GMoromisato 17 hours ago | parent | prev [-]

That's a different conspiracy theory, for which there is also no evidence.

▲vrganj 17 hours ago | parent | prev [-]

So between the giant radiator per GPU and the diminished compute capacity, how much mass are we shooting up exactly? This just seems utterly infeasible.

You're missing C) SpaceX engineers know it's a bad idea, but can't say anything because it's the tyrant manchild's latest obsession, technology constraints be damned.

Remember the vision-only FSD? How's that coming along?

▲ethbr1 17 hours ago | parent [-]

> because it's the tyrant manchild's latest obsession, technology constraints be damned.

Imho, there's only one reason that justifies Musk's space-based compute obsession: sovereignty.

Specifically, avoiding terrestrial country's.

This isn't about AI in space (though I'm sure dumb investors love that), it's about uncensorable Twitter in space, beamed down to Starlink terminals.

Which would be one of the few things you'd care about, if you were one of the richest people on the planet... but still subject to those damned nations and their meddling laws.

▲jacquesm 16 hours ago | parent | next [-]

That's exactly it. Musk sees space as extraterritorial, which in the true sense of the word of course it absolutely is. But all those bits have to go to ground somewhere. As long as that somewhere is friendly no problem. That can change.

▲grim_io 16 hours ago | parent | prev | next [-]

If Elon wants to offer space-twitter, he still needs to abide by the rules of the country he is offering the service to.

Unless he's offering it to the aliens orbiting his magical lawless space data centers.

▲ethbr1 4 hours ago | parent [-]

Does he?

Short of countrywide ku-band jamming and/or drone-based RDF at scale, what's the country going to do?

It was one thing when you needed a C-band dish to receive, but much harder to deal with a 1-2 ft dish.

▲vrganj 3 hours ago | parent [-]

They could shoot down those data centers for example.

▲solid_fuel 16 hours ago | parent | prev [-]

Yeah, I think Musk loves the idea of sticking his CSAM generators in space, where he thinks they will be beyond the reach of terrestrial laws and morals.

▲kridsdale1 21 hours ago | parent | prev [-]

SpaceX has a monopoly on The Universe. Therefore the TAM for selling tokens to all possible alien species is what justifies the valuation.

▲smrtinsert 20 hours ago | parent | prev | next [-]

60 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.

▲4lasGa 21 hours ago | parent | prev [-]

Joshua Kushner, brother of Jared, had the foresight to participate in a $2.5B round last year:

https://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.

▲hardwaregeek 21 hours ago | parent | prev | next [-]

I feel like people aren’t updating to the possibility that a significant portion of software development could be under the purview of SpaceX. Whether it’s developer Twitter, Cursor’s planned GitHub competitor, or Cursor/Grok, that’s a lot of the developer mindshare. Granted, there’s a lot of competition in all of these spaces except for maybe Twitter, so it might not happen. But there’s a chance! And that possibility is fairly concerning.

▲bilalq 21 hours ago | parent [-]

I'm really hoping for Linear to expand and build their own Git-hosting+stacked-PR offering.

▲q3qahg a day ago | parent | prev | next [-]

Elon is still all in on replacing programmers. He listens to always the same stupid booster accounts (XFreeze etc.).

Good that there is now an administration that creates jobs, does not engage in foreign wars and has ended the Ukraine war in 24 hours.

▲cedws a day ago | parent | prev | next [-]

Isn't it SpaceXAI now? I lost track.

▲r14c a day ago | parent | next [-]

X, the everything app, formerly known as Twitter, now SpaceXAI XCursor X.

▲echelon a day ago | parent | next [-]

That's like a popular 2000's era username.

xXxSpaceXAixX

▲InsideOutSanta a day ago | parent | next [-]

xXxSpaceXAIxX: Return of Xander Cage

▲Apocryphon a day ago | parent [-]

Musk pulls a Howard Hughes and goes into Hollywood producing just to bring back that franchise, just just for the letter X.

▲goolz a day ago | parent | prev | next [-]

Very on-brand for a Halo 2 lobby circa 2005.

▲paimapi 21 hours ago | parent | prev | next [-]

or the name of Elon and Grime's actual child

▲ubercore a day ago | parent | prev [-]

Don't give him any ideas.

▲pennomi 21 hours ago | parent | prev | next [-]

Time to rebrand to CurXor?

▲bonesss 19 hours ago | parent [-]

Xursor?

▲steveBK123 a day ago | parent | prev | next [-]

AI by xAI, a SpaceX subsidiary fka as Twitter, special collab with Cursor

▲Apocryphon a day ago | parent | prev [-]

SpaceX, the everything company

▲stronglikedan a day ago | parent [-]

SpaceXtra

▲SketchySeaBeast a day ago | parent | prev [-]

How long until he names a company "E" just so he can giggle about the name?

▲netsharc 20 hours ago | parent [-]

Model S, Model 3, Model X (, Model Y).

But some other company took the trademark of E in relation to cars...

▲AnEro a day ago | parent | prev | next [-]

Subscription is gone the second I feel like their not running the inference at a loss

▲vegancap a day ago | parent | prev | next [-]

Cooool, won't be using that again

▲porphyra a day ago | parent | prev | next [-]

Hopefully they can unify the harnesses now. Weird how there's both grok build and cursor-agent at the same time.

▲andsoitis a day ago | parent | prev | next [-]

Congrats to everyone at Cursor!

▲james_pm 21 hours ago | parent | prev | next [-]

Will they rebrand as codeX or Xcode? Trouble either way.

▲stldev 21 hours ago | parent | prev | next [-]

Is this solely to prop up SPCX?

Besides its following, does Cursor have any sort of moat? It's VS Code with a harness right?

▲hparadiz 21 hours ago | parent [-]

Cursor is a subscription. You can use the tui harness called agent without the ide.

▲ChrisArchitect a day ago | parent | prev | next [-]

Previously in June:

SpaceX to buy Cursor for $60B

https://news.ycombinator.com/item?id=48553224

▲sidcool a day ago | parent | prev | next [-]

They were not joking

▲ghthor 9 hours ago | parent | prev | next [-]

Guess this means graphite is also going to be part of spaceX, what a weird turn of events here. Guess it’s good GH is actively working to support stacks

▲ravenstine a day ago | parent | prev | next [-]

I get it and yet I don't. On one hand, my experience with Cursor (albeit limited) tells me that it's a perfect fit with Elon's other ventures. Then again, I don't see how there's anything so special about it that SpaceXAI would want to acquire it for either the software itself or the talent behind it. It seems more likely that acquiring Cursor is a way to get more users for Grok, seeing as how it still has a very small share of the market.

▲freedomben a day ago | parent | next [-]

I've never seen the appeal of cursor either, but then I'm a decades-long vim (now neovim) guy and don't use IDEs in general. But for me claude/codex TUIs are a great way to fit agents into my workflow.

My suspicion is that it's a way to break into more developer workflows for Grok, even if the market share is relatively small. I've never used grok and don't plan to at this point, but I have highly respected friends who say it is pretty damn good, and some of them even started using Cursor because of this pairing, so anecdatally at least it does seem to be working.

▲melodyogonna 21 hours ago | parent | prev | next [-]

Grok has started competing with frontier models on coding thanks to Cursor's data, with SpaceX's massive compute they can undercut competition on price, which makes the offering real appealing.

I've now switched to Grok 4.6, I was previously using Opus 4.8 but Grok is good enough now, and way cheaper which is the important part.

▲hparadiz 21 hours ago | parent [-]

The $20 / month isn't as good as Codex or Claude. Codex reset twice this week while I'm sitting waiting for the entire month to role around with Cursor. I have all three so can have a pulse on everything.

▲melodyogonna 16 hours ago | parent [-]

I don't use Cursor, I use Grok.

▲stronglikedan a day ago | parent | prev | next [-]

So they can play the game that the other big AI companies are playing, where they invest in one another to make each one look bigger on the books, even though it's all the same money, likely.

▲modeless a day ago | parent | prev [-]

The data is special. Data of programmers using coding agents in the real world is invaluable for AI training. And their customer base is useful to deploy new models into.

▲alansaber 20 hours ago | parent | prev | next [-]

Quite the trajectory.

▲mock-possum a day ago | parent | prev | next [-]

Shame.

▲stronglikedan a day ago | parent [-]

Why? The product isn't likely to change

▲maximilianburke a day ago | parent [-]

But the people collecting the money have.

▲midnitewarrior a day ago | parent | prev | next [-]

...and I won't be revisiting Cursor again.

▲angoragoats 17 hours ago | parent | next [-]

Same. Not that I was using it that much anyway; cli harnesses have replaced it almost completely.

▲stronglikedan a day ago | parent | prev | next [-]

Why not? The product isn't likely to change

▲sudonem a day ago | parent [-]

Some people perhaps just don’t want to give money to literal Bond villains. ¯\_(ツ)_/¯

▲sajithdilshan a day ago | parent | prev [-]

…and the world kept spinning

▲spottedmarley a day ago | parent | prev | next [-]

...to the moon?

▲oniony a day ago | parent [-]

Think the aim is Mars.

▲tshaddox a day ago | parent | next [-]

Earlier this year they literally publicized changing their immediate goal from Mars to the Moon.

▲Ekaros a day ago | parent | prev | next [-]

Perfect tool for rocket control systems and in general control and life support systems of Mars colonies.

▲aanet a day ago | parent [-]

Vibe codin' away the colonization of Mars

▲angoragoats 17 hours ago | parent | prev | next [-]

You’ve fallen prey to one of Elon’s many failed pie-in-the-sky predictions.

▲actualwitch 21 hours ago | parent | prev | next [-]

They may aim at Mars, but what they actually hit is the Moon. [0]

[0] https://edition.cnn.com/2026/08/04/science/spacex-rocket-moo...

▲an0malous a day ago | parent | prev [-]

It’s been enshittified to the Moon now

▲kykat a day ago | parent | prev | next [-]

I swear I actually laughed out loud with this, is this a joke?

▲stronglikedan a day ago | parent | next [-]

Companies buy other companies all the time, so I'm not sure why anyone is surprised.

▲marcosdumay a day ago | parent [-]

If somebody missed that one news, one can easily get to the conclusion that SpaceX tried to manipulate index funds to buy their shares, and sold into an incredibly high valuation to keep the money. Not to reinvest it into the business.

▲rvz a day ago | parent | prev [-]

No.

▲deburo a day ago | parent | prev [-]

I'm hoping Cursor becomes the third biggest (American) AI model company, replacing Google. Elon works best with top talent, and I think Cursor most kept its team together; were there any big departure from there recently?

▲dcrazy a day ago | parent [-]

What proprietary models does Cursor offer? Do they have any of the infrastructure to develop, train, and refine a frontier model?

▲minraws a day ago | parent [-]

Now they do have SpaceX's GPUs and Grok models...

I mean I get that we can all dislike this move but it might the best way to get into the race to become one of the top labs. Ofc Grok 4.6 is not there yet, I have seen people claim it's quite good and it is but it's a marginal improvement over the mid tier models from the top 2.

And it's certainly worse than the recent GLM 5.3 (especially once we get the weights for it).

▲hparadiz 21 hours ago | parent [-]

All the models are good enough for almost all normal tech job work. If all you are doing is building a react app there's functionally no difference. You'd only want a frontier model to work on something extra complex but even that will be baked into the basic models within six months.

▲14u2c 21 hours ago | parent [-]

Maybe if you’re building something from scratch every time, but otherwise the difference becomes noticeable fast. Just today 5.6 Terra tried to silently import half my backend into the frontend bundle. After switching to Sol it quickly found and fixed that.

▲hparadiz 21 hours ago | parent [-]

Try getting karpathy guidelines skill. Tends to help with that. I use it universally with all models and all harness.

Sol xhigh is my default rn.