SpaceX reportedly holds a $60 billion option to buy.
Many users are excited about Cursor's rapid growth to $4B ARR and possible SpaceX acquisition because it validates AI coding tools and enables full-stack progress, while some highlight ongoing accuracy flaws and question long-term staying,.
@ns123abc Four billion ARR shows the market has already decided these tools are table stakes. The split that matters is which teams are using them to raise quality bar versus just shipping more volume.
@ns123abc tpus, code, the genome and coffee
https://www.forbes.com/sites/richardnieva/2026/06/08/cursor-4-billion-annualized-revenue/
@ns123abc Cursor team and data importance to the future of AI
@ns123abc At some point you stop questioning the subscription and just accept that this is your life now
@Techmeme @richardjnieva Cursor doubled from $2B to $4B in a few months because it's cheaper and better than free. Almost impossible in SaaS.
SpaceX acquiring a tool its engineers already depend on. Smart.
@ns123abc Damn that is wild. What comes first this buy or Tesla merger?
@Techmeme @richardjnieva @Rob81Boston $1.3 😂😂
@Techmeme @richardjnieva So it’s slowing eh
@Techmeme @richardjnieva Hi @grok , is there any news regarding SpaceX's acquisition of Cursor? How far along is the acquisition process? Is it still ongoing? According to reports, the acquisition will take place 30 days after SpaceX's IPO. Is this true?
@809trader @Techmeme @richardjnieva 4 Billion - that’s adorable
@ns123abc This is heaven for Elon fanboys who daily drive Cursor (me)
@ns123abc Makes sense! Their composer 2 model is really good given the speed and cost!
@ns123abc Better happen fast, maybe Cursor quality can be consistent after that
@ns123abc Is cursor being undervalued?
@Techmeme @richardjnieva Cursor at that revenue pace is the whole dev-tool reset in one chart. The budget moved from nice-to-have to core stack fast.
OpenAI and Anthropic have great models. Microsoft controls distribution through GitHub Copilot. But SpaceX will control the entire chain from raw compute to the end-user product, aka the full stack.
- Infrastructure: Colossus/Orbital data centers. - Models: Grok 5 and beyond. - Interface: Cursor.
Retards on X are trying to tell you SpaceX is overvalued. It's UNDERVALUED.
@ns123abc Cursor at 4 billion ARR in 4 months. SpaceXAI holds a 60 billion buy option.
@ns123abc Cursor's growth is insane! $2B → $3B → $4B ARR in just months. The AI coding revolution is accelerating faster than expected.
@Techmeme @richardjnieva