← Back to context Comment by argsnd 2 months ago $50bn for a harness makes no sense, what am I missing? 15 comments argsnd Reply girvo 2 months ago I assume someone knows someone, backroom deal perhaps? I'm not sure either, when Cursor has a lot of risk and not that much moat. riffraff 2 months ago My 2c: they need to pump xAI usage (which nobody is using) to be able to keep the hype alive pre-ipo. lossolo 2 months ago 1. Pay them with shares of SpaceX2. Make SpaceX valuation even higher before IPO3. Boost XAI/usage of Grok. timmg 2 months ago I thought Cursor has started making their own models. Did I confuse them with someone else? edaemon 2 months ago Their Composer 2 model is Kimi (an open model) with additional RL fine-tuning, for whatever that information is worth to you: https://techcrunch.com/2026/03/22/cursor-admits-its-new-codi... timmg 2 months ago Oh, I see.Though, in fairness, that's probably the important part. Like a base model plus "coding smarts" is probably perfect for the situation.But maybe not as much value as I was thinking. _--__--__ 2 months ago They have a 'proprietary' model which is just an open source (kimi?) fine tune kube-system 2 months ago Cursor has a significant enterprise userbase, that has to be worth something gip 2 months ago For a successful IPO and attract more capital you need a very good story/narrative. That what is being crafted here. Business fundamentals matter less with elon! xqcgrek2 2 months ago money laundering and tax avoidance xnx 2 months ago How would this be money laundering? dogscatstrees 2 months ago Value shifting. Search for SolarCity and cousin Lyndon Rive. 1 reply → bmitc 2 months ago Musk passing around his debt from purchasing Twitter. 1 reply →
girvo 2 months ago I assume someone knows someone, backroom deal perhaps? I'm not sure either, when Cursor has a lot of risk and not that much moat.
riffraff 2 months ago My 2c: they need to pump xAI usage (which nobody is using) to be able to keep the hype alive pre-ipo.
lossolo 2 months ago 1. Pay them with shares of SpaceX2. Make SpaceX valuation even higher before IPO3. Boost XAI/usage of Grok.
timmg 2 months ago I thought Cursor has started making their own models. Did I confuse them with someone else? edaemon 2 months ago Their Composer 2 model is Kimi (an open model) with additional RL fine-tuning, for whatever that information is worth to you: https://techcrunch.com/2026/03/22/cursor-admits-its-new-codi... timmg 2 months ago Oh, I see.Though, in fairness, that's probably the important part. Like a base model plus "coding smarts" is probably perfect for the situation.But maybe not as much value as I was thinking. _--__--__ 2 months ago They have a 'proprietary' model which is just an open source (kimi?) fine tune
edaemon 2 months ago Their Composer 2 model is Kimi (an open model) with additional RL fine-tuning, for whatever that information is worth to you: https://techcrunch.com/2026/03/22/cursor-admits-its-new-codi... timmg 2 months ago Oh, I see.Though, in fairness, that's probably the important part. Like a base model plus "coding smarts" is probably perfect for the situation.But maybe not as much value as I was thinking.
timmg 2 months ago Oh, I see.Though, in fairness, that's probably the important part. Like a base model plus "coding smarts" is probably perfect for the situation.But maybe not as much value as I was thinking.
_--__--__ 2 months ago They have a 'proprietary' model which is just an open source (kimi?) fine tune
kube-system 2 months ago Cursor has a significant enterprise userbase, that has to be worth something
gip 2 months ago For a successful IPO and attract more capital you need a very good story/narrative. That what is being crafted here. Business fundamentals matter less with elon!
xqcgrek2 2 months ago money laundering and tax avoidance xnx 2 months ago How would this be money laundering? dogscatstrees 2 months ago Value shifting. Search for SolarCity and cousin Lyndon Rive. 1 reply → bmitc 2 months ago Musk passing around his debt from purchasing Twitter. 1 reply →
xnx 2 months ago How would this be money laundering? dogscatstrees 2 months ago Value shifting. Search for SolarCity and cousin Lyndon Rive. 1 reply → bmitc 2 months ago Musk passing around his debt from purchasing Twitter. 1 reply →
I assume someone knows someone, backroom deal perhaps? I'm not sure either, when Cursor has a lot of risk and not that much moat.
My 2c: they need to pump xAI usage (which nobody is using) to be able to keep the hype alive pre-ipo.
1. Pay them with shares of SpaceX
2. Make SpaceX valuation even higher before IPO
3. Boost XAI/usage of Grok.
I thought Cursor has started making their own models. Did I confuse them with someone else?
Their Composer 2 model is Kimi (an open model) with additional RL fine-tuning, for whatever that information is worth to you: https://techcrunch.com/2026/03/22/cursor-admits-its-new-codi...
Oh, I see.
Though, in fairness, that's probably the important part. Like a base model plus "coding smarts" is probably perfect for the situation.
But maybe not as much value as I was thinking.
They have a 'proprietary' model which is just an open source (kimi?) fine tune
Cursor has a significant enterprise userbase, that has to be worth something
For a successful IPO and attract more capital you need a very good story/narrative. That what is being crafted here. Business fundamentals matter less with elon!
money laundering and tax avoidance
How would this be money laundering?
Value shifting. Search for SolarCity and cousin Lyndon Rive.
1 reply →
Musk passing around his debt from purchasing Twitter.
1 reply →