Emad Mostaque says SpaceX is looking to acquire AI code editor Cursor at 15 times its revenue
Cursor is projected to reach $10 billion ARR by 2026.
Positive users see SpaceX acquiring Cursor at 15x revenue as a win-win that boosts growth and adoption, while negative users call the valuation excessive and criticize the tool's code quality for serious work.
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@EMostaque @SpaceX @cursor_ai Colossus rental (at now known market prices) to train cursor 2.5 would have wiped out cursor...it's a win win
Keen to see cursor revenue ramp up from here...
@EMostaque @SpaceX @cursor_ai Cursor is arguably how XAi catches up. Their team is cracked. Composer 2.5 is up there with opus 4.8 for a fraction of the cost and works a lot faster. I've switched, I suspect we'll see more people switch aswell
@EMostaque @SpaceX @cursor_ai I think he should buy it. If I was him and had the resources, I'd buy Cursor in a heartbeat for only $60B.
@EMostaque @SpaceX @cursor_ai perfect deal for SpaceX tbh
@EMostaque @SpaceX @cursor_ai i dont think cursor is worth it, just my own mundane thoughts here lol
@EMostaque @SpaceX @cursor_ai Wild that 15x revenue is starting to sound like the boring part of this sentence.
@EMostaque @JobsLeemon @SpaceX @cursor_ai What’s the ticker for Cursor?
@Julius10x @EMostaque @SpaceX @cursor_ai "Is up there with opus 4.8". No, it is not. Not for a serious work. It is fine for centering a div or doing some changes that will not break codebase.
For a serious projects where security and code quality matters - composer is still a year behind (even opus 4.1 was better)
@EMostaque @SpaceX @cursor_ai Great way to blend down your multiple!
@SimonDuckerinho @Julius10x @EMostaque @SpaceX @cursor_ai Ridiculous statement. Composer 2.5 is arguably not quite as good as 4.8, but it is far better than most models. "center a div", seriously.
@EMostaque @SpaceX @cursor_ai Cursor ain’t worth shit tho?
@josepha_mayo @EMostaque @SpaceX @cursor_ai cursor is worth like $95B
@EMostaque @SpaceX @cursor_ai financial engineering speedrun any%
cursa 15x rev + spacs market cap = something has to give eventually
@jrysana @EMostaque @SpaceX @cursor_ai is it? what metric is used here? well i said it's just my mundane thoughts
@EMostaque @SpaceX @cursor_ai How long until the cursor deal gets pulled
@Julius10x @EMostaque @SpaceX @cursor_ai People said the same thing about Truth Social as well.
@ianzepp @Julius10x @EMostaque @SpaceX @cursor_ai Run it for serious project and share the codebase. We will talk about code quality. I bet it will work but code will be a complete garbage, not planned well and full of bugs.
Composer is good for light work, I am not saying it is not. But do not use it in serious codebases.
@EMostaque @SpaceX @cursor_ai Seems like a very mutually beneficial deal!!!
@EMostaque @SpaceX @cursor_ai interesting math move. wonder what the internal logic is for integrating AI vs just licensing cursor like everyone else
@EMostaque @SpaceX @cursor_ai Wow where is the source, this is very interesting!!