Cursor has valuable developer data that can enhance model building, which is crucial for improving AI capabilities.
The enterprise relationships that Cursor possesses could provide significant revenue opportunities for AI applications, especially in the LLM and agent space.
Some users appreciate Cursor's IDE capabilities and its effectiveness in agentic coding, indicating a strong product despite its shortcomings.
Concerns
The acquisition price of $60 billion raises skepticism about the sustainability of Cursor's business model, especially given their reliance on retail token purchases.
Concerns about xAI's lack of enterprise customers suggest that Cursor's relationships may not hold after the acquisition, undermining potential benefits.
There is a perception that Cursor's relevance is waning, with many developers shifting towards more popular tools like Codex and Claude.