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sheepscreektoday at 1:24 AM1 replyview on HN

Anyone saying this is an aquahire has it backwards. SpaceX is acquiring Cursor’s customers, all those enterprises including NVIDIA itself. I believe Jenson Huang is on the record about the engineers using Cursor everyday.

As far as I know, xAI’s enterprise market share is non-existent. This is their way to get some much needed customers.


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zacyungbluttoday at 1:53 AM

NVIDIA has 42,000 employees. Even still, when their deal with Cursor comes to an end do we really expect them to stay loyal? And further, sign on with xAI?

When they could instead sign with the new hottest enterprise coding IDE (Claude, Codex, etc who are way more popular now). Maybe if it’s an acquihire, it’s the GTM/Sales that xAI is after?