← Back to context Comment by argsnd 15 hours ago $50bn for a harness makes no sense, what am I missing? 15 comments argsnd Reply girvo 15 hours 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 15 hours ago My 2c: they need to pump xAI usage (which nobody is using) to be able to keep the hype alive pre-ipo. kube-system 12 hours ago Cursor has a significant enterprise userbase, that has to be worth something timmg 15 hours ago I thought Cursor has started making their own models. Did I confuse them with someone else? edaemon 15 hours 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 14 hours 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. _--__--__ 15 hours ago They have a 'proprietary' model which is just an open source (kimi?) fine tune gip 14 hours 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! lossolo 14 hours ago 1. Pay them with shares of SpaceX2. Make SpaceX valuation even higher before IPO3. Boost XAI/usage of Grok. xqcgrek2 15 hours ago money laundering and tax avoidance xnx 15 hours ago How would this be money laundering? dogscatstrees 15 hours ago Value shifting. Search for SolarCity and cousin Lyndon Rive. 1 reply → bmitc 15 hours ago Musk passing around his debt from purchasing Twitter. 1 reply →
girvo 15 hours 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 15 hours ago My 2c: they need to pump xAI usage (which nobody is using) to be able to keep the hype alive pre-ipo.
kube-system 12 hours ago Cursor has a significant enterprise userbase, that has to be worth something
timmg 15 hours ago I thought Cursor has started making their own models. Did I confuse them with someone else? edaemon 15 hours 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 14 hours 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. _--__--__ 15 hours ago They have a 'proprietary' model which is just an open source (kimi?) fine tune
edaemon 15 hours 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 14 hours 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 14 hours 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.
_--__--__ 15 hours ago They have a 'proprietary' model which is just an open source (kimi?) fine tune
gip 14 hours 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!
lossolo 14 hours ago 1. Pay them with shares of SpaceX2. Make SpaceX valuation even higher before IPO3. Boost XAI/usage of Grok.
xqcgrek2 15 hours ago money laundering and tax avoidance xnx 15 hours ago How would this be money laundering? dogscatstrees 15 hours ago Value shifting. Search for SolarCity and cousin Lyndon Rive. 1 reply → bmitc 15 hours ago Musk passing around his debt from purchasing Twitter. 1 reply →
xnx 15 hours ago How would this be money laundering? dogscatstrees 15 hours ago Value shifting. Search for SolarCity and cousin Lyndon Rive. 1 reply → bmitc 15 hours 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.
Cursor has a significant enterprise userbase, that has to be worth something
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
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!
1. Pay them with shares of SpaceX
2. Make SpaceX valuation even higher before IPO
3. Boost XAI/usage of Grok.
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 →