Discussion

• @charlesrollet1 Charles Rollet on x

  NEW: Inside Cursor's wild rise. Lots of great new details: • CEO Michael Truell didn't pay himself for years • Cursor once made up 40-50% of Anthropic's revenue • Anthropic told Cursor that Claude Code was just a ‘research effort’ (lol) • Cursor's unpaid “work trials” [image]

• @pwnies Jacob Miller on x

  @CharlesRollet1 Not quite accurate. I did a 4 day work trial with Cursor in June of 2025. @mntruell offered to pay me during this time - he literally had me name my price.

• @zephyr_z9 @zephyr_z9 on x

  Anthropic told Cursor that Claude Code was just a ‘research effort’ BRUH

• @charlesrollet1 Charles Rollet on x

  @BusinessInsider The SpaceX deal was necessary because Cursor really needed compute. While it's likely to go through, I wouldn't be shocked if it didn't. Truell “has a level of ambition, self-confidence, and drive that pushes him toward staying independent” an investor says

• @charlesrollet1 Charles Rollet on x

  @BusinessInsider Cursor has a wild hiring strategy. Truell trawls through X and Github to find top software engineers. Cursor then puts them through unpaid ‘work trials’ at their office. One management-level candidate spent about a month at Cursor but didn't end up getting hired.…

• @charlesrollet1 Charles Rollet on x

  Michael Truell isn't quite a household name (yet) but he's a fascinating person to cover. Sources told @BusinessInsider he's quiet, humble, and kind. He's also insanely ambitious and basically wants Cursor to write all the world's software.

• @theo @theo on x

  @kimmonismus Remember when Boris and Cat moved to Cursor and then went back?

• @dorialexander Alexander Doria on x

  Reminder, one week after the first “research” release preview. [image]

• r/cursor r on reddit

  SpaceX acquiring Cursor for $60 billion

• r/wallstreetbets r on reddit

  SpaceX to buy Cursor AI coding agent operator Anysphere for $60 billion

• @edludlow Ed Ludlow on x

  SpaceX agrees to merge with Cursor in a $60B deal, confirmed [image]

• @spacex @spacex on x

  SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world's most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon.

• @josephflaherty Joe Flaherty on x

  At $60B, Cursor is the 26th-largest exit of a company founded in the 2000s. It's just behind Astera Labs, CoreWeave, and Nubank.

• @sciguyspace Eric Berger on x

  $60 billion is more than SpaceX has spent on rockets and spacecraft to date. Just a wild number that reinforces the company's focus going forward.

• @billackman Bill Ackman on x

  One of the things that makes @SpaceX so valuable is how valuable it is. The Cursor acquisition costs materially less in dilution because of SpaceX's high valuation. SpaceX's ability to do economically, strategically, and technologically accretive acquisitions is an important

• @pitdesi Sheel Mohnot on x

  Wow. Spacex buys Cursor for $60B A lot of people thought this company was dead a few *months* ago Great outcome for all, including me in a very small way... Thus concludes my bet with @rabois (He bet me $100k that no company founded in SF between 2020-2023 would exit >$10B) [imag…

• r/cursor r on reddit

  SpaceX to buy AI coding startup Cursor for $60 Billion

• @levie Aaron Levie on x

  The Cursor deal is symbolically quite significant. It was effectively the first mega success in the applied layer of AI. They firmly proved out the value proposition of having a deep domain focus, the role you play as a model router, when to lean into frontier models vs. when

• @danprimack Dan Primack on x

  In the past 5 days we've seen the biggest VC-backed IPO ever and the biggest VC-backed strategic sale ever.

• @chamath Chamath Palihapitiya on x

  $60Billion. This is the first, but not the last, big exit at the application layer of AI. As product value accrues and accelerates upwards, the focus over the next few years will be firmly on the “control plane”: What gives organizations who want to go all in on AI the

• @yuchenj_uw Yuchen Jin on x

  SpaceX acquired Cursor for $60B. A lot of people dismissed Cursor as just a “GPT/Claude wrapper” and a VS Code fork. But it became a company capable of post-training its own models. That is a big reason Elon wanted it. I think more companies will post-train custom models to

• @kskrygan Kirill Skrygan on x

  Now it's official. JetBrains remains the last big independent player in developer tooling. Our job is to deliver the most cost-efficient, deeply integrated, and genuinely enjoyable AI experience across our IDEs and beyond. We're on it. Stay tuned.

• @austen Austen Allred on x

  Cursor or SpaceX alone can't really play in the enterprise coding game. Cursor + SpaceX/xAi? Now it's a ball game. Have a lot of catching up to do as models go, but they're in the race.

• @bentlegen Ben Vinegar on x

  I met two Cursor co-founders on a brief call, late 2024, shortly after I left Sentry We got connected through one of their VCs; there was no agenda I expressed my admiration for the product, and said they had a good chance to become the dominant player (lol) They asked if I

• @thogge Tyler Hogge on x

  Incredible work by the cursor team to navigate one of the most competitive markets in the history of capitalism. And incredible work by @martin_casado for leading the series A. One of the great investments of all time.

• @elonmusk Elon Musk on x

  AI will achieve Stockfish-level coding and generalized computer use

• @daniel_mac8 Dan McAteer on x

  The @SpaceX + Cursor acquisition is a go. SpaceX will acquire the original AI coding agent for $60B. A brilliant move that will make both companies stronger than either is apart. Though $60B is a bit rich, it's not like Elon doesn't have the money. [image]

• @mntruell Michael Truell on x

  Lots to do together. Excited to be joining forces with @SpaceX to build useful AI.

• @rhouseresearch @rhouseresearch on x

  As disastrous as xAI's early investments have been, the “neocloud” pivot and Cursor acquisitions were pretty well executed.. The deals with Anthropic and Google created a narrative that xAI can monetize GPU capacity at a premium solely because they can stand up data centers

• @apostructura @apostructura on x

  It's an all stock deal which means that SpaceX is giving Cursor investors “only” 2.4% equity in SpaceX. Being worth $2.5T has its perks

• @scaling01 @scaling01 on x

  SpaceX acquired Cursor I expect SpaceX AI to be between Google and OpenAI by end of year Composer 2.0 was a very strong model for only 1T params, but Elon isn't stopping at 1T models

• @levelsio @levelsio on x

  My first real investment exit!!! 🎉 Congrats @cursor_ai and everyone!!!

• @morganlbrennan Morgan Brennan on x

  .@SpaceX officially announcing it will buy @Cursor (Anysphere) for $60B. Here's what @Gwynne_Shotwell told me about Cursor partnership ahead of $spcx ipo: “They're looking at our models, we're looking at their models. Their data set was- their training data was incredibly- it

• @archiexzzz Archie Sengupta on x

  Congrats to @cursor_ai on the $60B acquisition by SpaceX! I have been using Cursor since it launched, and I've been giving product feedback to the Cursor team for a long time after this post went viral and appeared in many Cursor engineering feeds. I have enormous respect for

• r/SpaceXLounge r on reddit

  SpaceX is acquiring Cursor in a $60 billion all-stock deal

• @nmasc_ Natasha Mascarenhas on x

  With today's SpaceX/Cursor merger news, here's the VC takeaway: Thrive Capital and Andreessen Horowitz are the reason “concentration at all costs” is becoming a more trendy strategy in venture capital. They're both notable SpaceX investors and make up the two largest VC [image]

• @litcapital @litcapital on x

  Elon is doing the smartest thing by using SpaceX's current valuation (up 50%+ from IPO price) to buy up Cursor Time to go on an M&A spree and buy up companies generating billions in revenue to make those valuation multiples look reasonable

• @qthomp Quinn Thompson on x

  This is brilliant corporate finance. Use your newly printed, low float, retail inflated currency to acquire real businesses ahead of the lockup expiring. Probably the most creative/accretive way to sell as much equity as possible into IPO pump. I wonder what acquisition is next.

• @xeophon Florian Brand on x

  cursor? the rocket company? [image]

• Bryan Murphy Bryan Murphy on linkedin

  SpaceX just announced buying Cursor for $60B  —  The world's most valuable private company — a rocket and satellite business — just acquired the fastest-growing software company in history. …

• @niedermeyer.online E.W. Niedermeyer on bluesky

  SpaceX shareholders are already being diluted, as the company registers another $60 billion worth of equity to pay for its acquisition of the vibe coding startup Cursor  —  www.wsj.com/business/spa...

• r/theprimeagen r on reddit

  SpaceX just bought Cursor.  Will Grok be Prime's favorite model now?

• r/singularity r on reddit

  SpaceX to buy AI coding startup Cursor for $60 billion

• r/news r on reddit

  SpaceX overtakes Amazon to become world's fifth most valuable firm

• @nickadobos Nick Dobos on x

  New cursor model being teased at compile - same size as Claude opus and gpt 5.5 - trained from scratch, no more kimi base - 10-20x more compute vs composer - generally intelligent, not just coding Releases in the “Next couple of weeks” [image]

• @0xkrma Karma on x

  Cursor can be the new GitHub if they play their cards right. Their competition isn't labs but GitHub. Same for Devin.

• r/technology r on reddit

  SpaceX set to leapfrog Amazon to become world's fifth-largest company

• NewsMax.com NewsMax.com on x

  SpaceX Vaults to 5th-Largest US Company

• r/technology r on reddit

  SpaceX locks in $60 billion Cursor deal to close gap with rivals in AI coding race