[omcnoe]

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]

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.

[sailingparrot]

> Cursor truly has the talent to train a frontier model on SpaceX's infrastructure, and were simply lacking the infra before

Wild conjecture.

[jaccola]

I think this was an “if” scenario

[sailingparrot]

This makes more sense that my initial reading of it indeed