Cursor was about to raise a few billion dollars. Then it sold to SpaceX for $60B.
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Cursor was about to raise a few billion dollars. Then it sold to SpaceX for $60B. a16z's Martin Casado, who was on the deal, explains why. 1. Anthropic released Mythos, which he guesses cost ~$3B to build 2. To keep training its own models, Cursor needed far more compute 3. Very few companies on earth have that much 4. SpaceX had the compute. Cursor had the most users, the most coding data and a team that could train models 5. The live raise set the price The largest AI acquisition ever came down to one thing: who owns the compute. Full breakdown here: https://www.theaiopportunities.com/p/
Posted by Guillermo Flor (14k followers) 1 h ago · 5 likes · 419 views · view the original post on X. Kept by the AI Radar as AI coding agents. Tools mentioned: theaiopportunities.com.
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