I'm skeptical of this deal. Cursor led the way on agentic coding, but Claude Code and Codex have replaced it. [I use Codex for everything now.]
Still, I'm hearing that Grok 4.6 is almost as good at coding as Codex, but lots cheaper. [My network is also down on Claude--Opus 5 seems like a regression.]
The optimistic scenario would be Grok being a fast-follower with cheaper rates, and staying ahead of open source models. If they can pull that off, and convince enough developers, then maybe they've got a chance.
But $60B seems insane to me. What's Cursor's market share relative to Codex and Claude Code? If it's not meaningful, then it's $60B for an acquihire.
Still, I'm hearing that Grok 4.6 is almost as good at coding as Codex, but lots cheaper. [My network is also down on Claude--Opus 5 seems like a regression.]
The optimistic scenario would be Grok being a fast-follower with cheaper rates, and staying ahead of open source models. If they can pull that off, and convince enough developers, then maybe they've got a chance.
But $60B seems insane to me. What's Cursor's market share relative to Codex and Claude Code? If it's not meaningful, then it's $60B for an acquihire.