What does cursor have? An ide and coding orchestration? They are using Claude or codex for llms, so they get acquired for their user base and tooling? Feels like a lot of money for that given Claude has the majority mindshare.
What does cursor have? An ide and coding orchestration? They are using Claude or codex for llms, so they get acquired for their user base and tooling? Feels like a lot of money for that given Claude has the majority mindshare.
They have a giant pile of data from every customer that didn't disable data retention
I keep hearing this but they’ve been bleeding users since Claude Code came out so a bulk of their data is pre-Sonnet 4 and I’m not sure how the data from users prompting weaker models will help them now?
They did use that data to make Composer 2.5 which was decent but still a step back from GPT 5.5 and Opus 4.8. Though it’s really good at UI.
Not sure how much data they retained but it's possible they also have the _input_ tokens, and in the "early" days (how far everything moves in just a couple years...) more of those input tokens would have been non-AI-generated
They technically have their own models as well, but they are based on other peoples models.
Most of this is just customers + staff/tech rather than models being acquired. Cursors actually got so much better in the last year. Their composer 2 model (a tweaked version of Kimi K2.5) is decent for day to day mundane tasks and the app can auto switch to more capable models when needed.
They have millions of conversations with code prompts and diffs and the user telling them the model is taking a wrong turn. This is quite valuable data that is probably already used to tweak Kimi code (composer 2). Moreover they have quite the enterprise client base that I suspect at least a portion of which will jump ship with the acquisition.
> What does cursor have?
users
People keep saying this but I have yet to find an integrated system that has good tab completion, cheap coding models and works well in an IDE. There are a number of options out there, none of them have captured much market share.
Zed seems to always suggest decent single-line comments for me, but I don't really use Zed for that that often.
Have tried it over time. I think it’s decent but I still found it to be not as great or quick as Cursor and the rest of their AI integration did not feel as compelling for my workflow.l but overall agree.
Isn't tab completion long dead?
Do you have a point? The whole package is compelling like I already said. Nobody has replicated it but everyone likes to ask what is the value but never share a compelling competing product. I am not Boris so I still write some code or make manual tweaks, autocomplete is nice.
Edit: I realize my question is maybe harsh but I think it’s valid for these drive by comments that drop a question like “isn’t tab completion dead?” Without any other substance it is a huge detractor to the comment quality of the site. At least add more substance or opinion.
All good, no offense from my side, apologies for the disturbance if it caused any. Generally would have just been curious if people still use tab completion much? Virtually all people I know have switched to Claude Code or Codex. I also read recently that Boris Cherny (CC creator) deleted his IDE. Of course that's marketing, but it shows the current state quite directly. So I'm wondering what your dev workflow looks like? Any why/when you use tab completion instead of coding agents.
I dont think so. I strongly prefer cursor over claude code and the composer model is basically unlimited and free also being super fast.
Of all the ai companies out there, anthropic and cursor are the two id invest in.
The have customers actually willing to use and pay for their service.
In a world where even Microsoft is needing to use AWS for capacity beyond Azure, xAI's utilization of their data centers has been so low that they are renting them out to competitors instead.
Nobody wants Grok. If you aren't using GPT-5 or Claude, you are probably using an open Chinese model like Qwen hosted by some provider.
I would expect Cursor to be forced to use the Grok Code models in short order. We'll see how people feel about "Mecha Hitler" writing their code.
Customers, talent, training data, an increasingly competitive coding model and now a fuckton of compute.
So, you know. Couple of things.
Specially given that coding turns out to not be all that complicated, in the grand scheme of AI things: I don't think it's going take much more advances at the frontier before code writing will be as good as it need to be. At that point Composer (their model) catches up, what, 6 month later and they good.
Look at it the other way: What did Musk get last Friday? $75B from the SpaceX IPO.
It's almost like giving a toddler $100 in the toy department and seeing what happens next.
Musk bought Cursor for its users (lots of devs still use it), as part of yet another attempt at catching up after building Grok and buying OpenAI failed.
Likely, Cursor becomes Grok Desktop or whatever, and eventually uses xAI's coding model if they can make a competitive one.