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Cursor still uses and sells access to Claude and GPT models even as both firms roll out their own coding

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Tools, an awkward arrangement that this new SpaceX partnership may be designed to eventually escape.

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Summary

SpaceX said it has struck a deal with Cursor to develop a next-generation “coding and knowledge work AI,” which includes a surprising provision — an option to buy the popular software development platform for $60 billion later this year. Partnering with and potentially purchasing a leader in the hottest AI product category can only be seen in the context of SpaceX’s much-anticipated public offering. The deal won’t shock those who follow the industry closely. SpaceX described the partnership as a project combining Cursor’s “product and distribution to expert software engineers” with SpaceX’s Colossus supercomputer, which the company claims has the equivalent compute power of a million Nvidia H100 chips. SpaceX also said that at some undisclosed point later this year, it will either pay Cursor $10 billion for its work or acquire the company for $60 billion.

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