SpaceX and Cursor partnership. Right to acquire Cursor later this year

Good on them to get $10B breakup terms, after the Twitter shitshow

This is the right partnership to happen. SpaceX has all the compute but is missing the talent for training LLMs, especially on the RL side. Cursor has the talent and RL stack, but doesn't have their own pretrained base model or own their compute. Both will be on a bad trajectory without cooperating because Claude Code and Codex have gained so much momentum already.

Looking forward to seeing where this goes, both companies have a reputation for engineering excellence.