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omcnoetoday at 1:47 AM2 repliesview on HN

Problem is basically, that if the option works out (Cursor truly has the talent to train a frontier model on SpaceX's infrastructure, and were simply lacking the infra before) the fair price would be way way more than $60B.

OpenAI tried to acquire Windsurf last year for $3B and couldn't.


Replies

sailingparrottoday at 7:22 AM

> Cursor truly has the talent to train a frontier model on SpaceX's infrastructure, and were simply lacking the infra before

Wild conjecture.

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4dsftoday at 2:51 AM

Seems like Elon's move is two fold

1) A gamble based on cursor's compute constraint 2) if 1) plays out, he can purchase cursor via shares of spaceX over valued shares, at a fixed price should the valuation increase.