Anysphere develops Cursor, an AI-powered code editor designed to enhance developer productivity.cursor.com ↗
1 take · first discussed Apr 24, 2026
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Among the hosts, only Jason has weighed in on Cursor (Anysphere), making the overall view a single-host, high-conviction bull case. Jason believes the reported SpaceX–Cursor deal is effectively finalized, and that pairing Cursor's leading IDE and coding platform with xAI's compute resources will propel all three entities — SpaceX, xAI, and Cursor — to the top of the coding leaderboard within 12 months. Because only one host has offered a thesis, there is no intra-host agreement or disagreement to note. The stance is optimistic but rests on the deal closing as anticipated and the combined compute advantage materializing competitively.
Jason argues the SpaceX-Cursor deal is essentially done and that combining Cursor's dominant IDE/coding platform with xAI's compute will push them to the front of the coding leaderboard within 12 months.
I predict that this is going to move SpaceX, xAI, and Cursor to the front of the coding leaderboard within 12 months.”7:07