SpaceX Just Bought Cursor for $60B. It’s About to Take OVER.
TL;DR
SpaceX paid $60B for data, compute, and position: Riley says the deal gives Cursor access to Colossus compute for Composer 2.5 and 3.0 training, while SpaceX gets what he calls the best corpus of developer traces in the world.
Cursor is becoming more than a coding tool: The phrase "useful AI" in Cursor's announcement matters because Riley sees it as a signal that Cursor is heading straight toward the same super app territory as Codex and Claude Desktop.
The product already looks almost identical to Codex: Riley shows matching project folders, agent chat, plugins, and an in-app browser, then says using Cursor now often feels like using the same tool.
Cursor's best edge today is flexibility: It is the only major platform in his comparison that lets you use multiple frontier models in one place, plus he thinks its in-app browser and design-editing flow are already ahead of Codex in some ways.
The one major gap is docs and presentations: Codex and Claude can render documents, sheets, and slide-style outputs inside the app, and Riley says Cursor becomes a real all-purpose work platform the moment it adds that.
Switching from Codex or Claude is surprisingly easy: He demonstrates a prompt-based export and import flow that moved 73 global skills plus memory into Cursor, including his "YouTube researcher" skill and personal context files.
The Breakdown
SpaceX buying Cursor for $60 billion is framed as a direct play for the best AI agent super app, and Riley argues Cursor is now only a few features away from matching or beating Codex and Claude Desktop for both coding and general work. After eight hours in the product, he says the big missing piece is document rendering, while everything else from multi-model access to browser-based workflows already feels shockingly close.
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