2 ms·
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 th
by omcnoe 6mo 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.
- 4dsf 6mo agoSeems 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.
- sailingparrot 6mo ago> Cursor truly has the talent to train a frontier model on SpaceX's infrastructure, and were simply lacking the infra before Wild conjecture.
- jaccola 6mo agoI think this was an “if” scenario
- sailingparrot 6mo agoThis makes more sense that my initial reading of it indeed