Comment by omcnoe
13 hours ago
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.
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.
> Cursor truly has the talent to train a frontier model on SpaceX's infrastructure, and were simply lacking the infra before
Wild conjecture.
I think this was an “if” scenario
This makes more sense that my initial reading of it indeed