>AI Wrapper is worth 60 billionwhy aren't you trying to make AI software to fleece investors
>>109068743It's imaginary money.
>>109068765do u not want imaginary money?
>>109068799I think most people would prefer the economy not be based on debt, fractional reserve banking and fiat currency if they understood what it means.
Composer is a cheap (and decent) Kimi distill, so calling Cursor merely an AI Wrapper is a bit disingenuous. But yes, 60 billion is absolutely crazy. Also >>109068765
>>109068743>the tool every developer on earth uses to write codeLol.
>all stock dealElon rug pulling everyone I see.
>>109068765All money is imaginary
>>109068847At long as one snailcat exists, not all developers are using Cursor.
>>109068743Wrapper is actually a harness, well polished one.What is valuable is the prompts people type in and results they get. This is data. Basically distilled pure data from the models. CCP would kill for access to that data.Cursor already trained their own models on that data. And unlike chinks, they don't have to pay for it. Users already paid, so cursor gets straight wins no matter the angle you look at it.
>>109068866Yea bur this one is imaginarier!
>>109068743I'm contributing to the purchase with my $10/month SuperGrok Lite subscription.
>>109068743>spacex buys the shovel
>>109068743Because needing billions in revenue in order to "fleece investors" is bit too high of a bar for me
>inflates spacex stock price>buys other companies with said stockwhat is this strategem called?
>>109068743Wtf is Cursor? First time I ever hear about it. "The tool every dev on earth uses" sounds like complete bs
>>109071147The Circle
>>109071175wrong, an all-stock buy deal is not a circular deal at all. there's no circle.
>>109071204the circle is your lips around elons mangled penor
>>109068847>ai enthusiast doesn't even know about the entire harness ecosystemLike clockwork.
>>109071223openai's harness is open-source and better
>>109071165Visual Studio Code, except with AI stuff built in....So, Visual Studio Code.
>>109071239even claude codes source got leaked and any llm can cleanly reverse-engineer it
my stock is going down
>>109068799The imaginary money isn't for you. You're not a member.
>>109071249>Visual Studio Code, except with AI stuff built in.vscode is an ai code editor now too, so both are the same but with different names, no?
>>109071286That is the second sentence meant, yes.That just makes it all the more perplexing why it's worth that much. They were the first company to get it right, but now, anyone can just use Claude Code with any model and it'll perform fine, so I don't get what makes them so valuable.
>>109071204>there's no circleIt just goes to OpenAI dumbass. SpaceX doesn't have a good model or enough data center space to run it.
>>109071300why are you talking about cursor 1 when we are at cursor 3? neither vscode nor claude code have swarms of agents.
>>109071317Swarms of Agents?
>>109071300>>That just makes it all the more perplexing why it's worth that much.>so I don't get what makes them so valuable.yeah I don't get it too because as you said, every editor does this now
>>109071310it? it's an all-stock deal. so 'it' would be stocks here? no, openai doesn't get any spacex stocks from this deal.
>>109071323>Swarms of Agents?it's happening, only Neo can safe us
>>109071328did you ever even use cursor 3???the editor is hidden by default.
>>109071348the better comparison to cursor 3 would the openai's codex app. it's all about agent orchestration now, not editing code.
>>109071348>the editor is hidden by default.no I don use this trash
>>109068799I was an imaginary millionaire for almost six weeks once. No liquidity option, ever.
>>109068743composer is actually good, better than what grok code can ever be
>>109068743If you had looked at SBF’s investments you’ll know cursor was already preordained to be a “success story”. Aside from crypto shit and Robinhood, his investments were mainly SpaceX, and Anthropic, and Cursor.WOW what a coincidence! All huge winners! Lucky Sam!
>>109071491you literally lost all your money with ftx and yet you keep shilling sbf
>>109071400They haven't even figured out how to make AI code gen work properly and now they've already moved on to agent orchestration? Lmao.
>>109068915>CCP would kill for access to that data.hey @grok pls center this div
>>109068743who the fuck actually uses cursor? it's dogshit.
>>109071739well you have to ship something. red queen race.
>>109068743>CEO and executives are a ivy league jew and 2 indiansyeah no that's not accessible to the average american. this shit is not "fleecing" anyone except the american people. it's a race-based wealth transfer.
>>109068743Cursor is very good and was the first to do what it's doing. Composer 2.5 is also very good. Is this shit overvalued? Yes, everything in the space is...but then again maybe not since everyone is using it!
>>109068743>This deal is subject to regulatory approvalIt's funny that they're pretending there's any laws of regulations still in effect. If there's some problem they'll create new rules specifically for this.
>>109068743They have 700 engineers, their own model, amazing clients, and apparently now a GitHub competitor.
>>109068821>Composer is a cheap (and decent) Kimi distill,No longer based on Kimi in the next release.
>>109068842Now the Cursor people are beholden to make thing good.
It's called an agentic harness not a wrapper saar
>>109073697>>109071446you mean tuned kimi?
>>109073780yep what about it?
>>109073780>>109073702
>>109068743I just started using cursor two weeks ago after being fatigued by all the AI coding software slop and not touching it all for a month or two, leaving a $100 claue kot subscription almost unused for a month, because I was so tired of all the bullshit.Cursor was surprisingly good in comparison, judging from the little bit I've done with it, mostly setting the model to "auto", which probably means it would be using their own "composer" model (based on Kimi iirc) most of the time. Mostly really working well without making much noise and adding confusion. Downside is the piece of shit does not answer questions, it just writes code without much feedback, but I guess that's just the system prompts, maybe those can be changed, idk, I was too lazy to care. It just was surprisingly good at doing things as told and solving some tricky things on the way quite intelligently without question, in comparison to previous slop I had used.The UI is shit, though. VSCode clone, stripped of lots of bloat but also some useful parts.Sad, I was thinking cursor is pretty good, although my use of it was pretty shallow so far.This sell-off will probably lead to its demise.
>>109073697>all of that>get bought by retarded illegal immigrant>anyone with a brain stops using itBye cursor!
>>109068743This is all to buy time before the lock-up period ends and they dump their shares.
>>109068743isn't this like 2 months old>AI Wrapperthey made their own (apparently pretty good) coding model because they can't be a viable business serving other providers' tokens when said tokens aren't subsidized.
>>109068765Cope. That money is very real now.---(Bloomberg) -- Around the time ChatGPT and Github’s Copilot brought AI to the masses, four MIT classmates with backgrounds in computer science and finance decided they wanted in. They just didn’t quite know how.“It started from a very ‘solution-in-search-of-a-problem’ place,” Michael Truell, co-founder and chief executive officer of Cursor, the company they started together, said in a June 2025 podcast appearance.Four years later, Cursor is one of the most popular AI-powered coding tools on the market — and their “solution” has made them all multibillionaires.
>>109073697Generating revenue too.---After a few months, they pivoted to developing an AI coding agent more in line with the founding team’s background. In 2023, the OpenAI Startup Fund backed the fledgling firm in a seed round that raised $8 million, according to Pitchbook data.The following year, Anysphere raised $60 million in a Series A round valuing the company at $400 million. Major investors included Andreessen Horowitz, Dorm Room Fund and Stripe co-founder Patrick Collison.By January 2025, Cursor had hit $100 million in annual recurring revenue. Within two months, that figure had doubled, and it hit a million daily users.
>>109073894>Downside is the piece of shit does not answer questions, it just writes code without much feedback, but I guess that's just the system promptsIf you want Cursor to answer a question instead of doing a thing, you need to switch the agent from 'Agent' to 'Ask' mode, as per this pic.
>>109068743They're buying the user base and their data. Grok will probably become THE name in agentic AI software development. Claude is done, they're burning cash too fast, and burning goodwill faster. Openai is actually good but no one really uses Codex. This is Elon positioning Grok to be the winner.
>>109071263> -0.23%Oh my god dude are you gonna be okay??
>>109068866This is your brain on (((parasites)))
>>109068743it's funny, Pizza Hut US just sold for $1.3bln too. It's crazy since I'd bet even as shit as Pizza Hut as a franchise is, probably still has some profit.
the AI crash is going to hit nvidia, spacex, and microsoft so damn hard
>>109068743>about to own the tool every developer on earth uses to write codemore like every indian developer
>>109068915>the prompts people type in and results they get. This is datadidn't pundits warn us about the slop ouroboros?
>>109076660Mostly it sold because of the shops' locations.
I've used vscode for ~6 years. company goes full ham AI-pillednewest stupidity xAI bought cursor everyone should learn itinstall and open, what is this abomination, this app is a meme right guise?
>>109073943just like everyone stopped using twitter, right sister?
>>109068743So, /g/, how do you justify the value of this deal? Where does the value comes from? It cannot be the code, so it has to be something else. Is it the brand? Is it the team? I'm genuinely confused.
>>109077384The entire AI investment space right now is working on one thesis and one thesis only: multiple players are fighting, exactly one of them will win and will absorb everything else.That's it, that's the thesis. The valuation is fake, it's just that if you pour 10x more money into A than B, you expect A to win, which means you get your payout kinda thing. Of course the problem is that the valuations are so insane right now that even if that were to happen (it won't) nobody would get their money back even if people spent 120% of their paychecks on each product (so total north of 5x their entire paycheck).
>>109076454TO THE MOON
>>109068743It’s not a wrapper lol Cursor is a frontier lab but without the captial and compute so they were forced to lock in on IDE product and collecting the most scarce data which is RL traces for coding. They have so much data now they trained a model from scratch with grok and the RL loop already moggs frontier Just look at Chinese models likes GLM which released yesterday - cursor will knock it out the park
>>109068743>develop AI model>claim it can develop code>still buying software companies instead of just having your AI copy its productWhat is this gay nonsense?
>>109071239LOL this is fucking FALSE - they copied literally all of claude code
>>109071446True but cursor next model is built with new Grok base model from scratch with cursor RL so infact Grok will now be better than everyone muwahahahah
>>109077384If you make a trillion dollar AI bubble, investors have a problem.But if you make a ten trillion dollar AI bubble, world governments have a problem.
>>109076684why would a ai crash happen? nvidia, micron, facebook, google, ... they are all beating the analysts estimations.
Cursor in code / agent / harness is one of the companies that have been doing this since the inception of coding models They lacked capital and compute to actually train a model from scratch but now they have more compute and capital and all frontier labs. Newfags have no clue 1.5T opus class model in 2 weeks and mythos lite level in 2 months
>>109076684infact these 3 companies you named are infact the most resilient to a bubble pop
60 billion is enough money to hire 60.000 experienced programmers for 4 yearsyou'd think they would be able to something better than Cursor
>>109078334Spacex's entire validation is based on an ai thesis. Nvidia gave up everything in the name of ai, they can't claim gaymer revenue or scientific revenue anymore because they made their shit inaccessible to anyone but ai bullshitters. Microsoft, though, would be doing alright. But all tech companies will suffer for a while because that's how markets work.
>>109068743>AI WrapperReally goes to show how little /g/eets understand how these products work. A lot goes into proper LLM interfaces in order to make the experience not complete trash. That's why they perform far better than web chat uis
>>109078334SpaceX presence in AI is pretty much totally fraudulent other than being the government's hedge against 'data centers are flammable'. They'll always have their space launch monopoly to fall back on, but their stock could go to 1% of its current price and be fair value.
>>109078923Couldn't be more wrong. It's all tedium, but the shit implemented in cursor any one can solo do in a weekend. t. AI engineer.
WOW ELON MUSK INVENTED PROGRAMMING TOO?????
>>109079398>t. AI EngineerThanks for confirming you're a larper. There's a reason you're a contrarian crying on /g/ with no real experience and they are a company being sold for $60B
>>109079466I have 13 years of exp in this field specifically but hey, whatever helps you sleep at night.
>>109068743wow.Very interesting.I was just about to try grok vibecode, will cursor stay separate?
