I was trying to think about the why with Cursor, and the only thing that makes sense to me is they wanted experts in making harnesses so that they can pivot that expertise towards building harnesses intended for autonomous agents to use instead of humans. There's no world where a 60 billion IDE makes sense.
I think it's more that Space X's valuation is ridiculous, and they need acquisitions that are ridiculous to pretend that the emperor is still wearing clothes.
When cursor is selling for $60B, then grok has to really be worth several times that, right?
Not just an IDE, look at the prospect, they’ll soon lead in farming, genetics, AGI and teleportation. Remember to price in the TAM of that!