Cursor and SpaceX: In search of a complete loop

Cursor and SpaceX have entered an agreement to co-develop coding and knowledge agent models together. With SpaceX having the right to acquire Cursor this year for $60B or pay them $10B instead. In coding–which is perhaps the path to general agents–being a top lab requires owning both the compute to train new models and capabilities and the product to recursively inform that process. Both believe they are falling out of orbit. Combined they can complete the loop. Alone neither can. With this stru...