Topic

Cursor and SpaceX Acquisition

Latest viewpoints

Cursor's survival shows the importance of extreme adaptability

Lemkin argues that Cursor's trajectory demonstrates how quickly AI markets can change and how companies must repeatedly adapt rather than give up when new competitors emerge.

Jason Lemkin Cursor and SpaceX Acquisition Source at 1:48

Market growth can outweigh serious margin weaknesses

O’Driscoll argues that Cursor's gross-margin problems remained real, but its position in a rapidly expanding coding market and its strategic fit with the buyer outweighed those weaknesses.

Rory O’Driscoll Cursor and SpaceX Acquisition Source at 5:49

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Jensen Huang

CEO, Nvidia

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Howard Lutnick

Public business viewpoint profile

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Sam Altman

CEO, OpenAI

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Elon Musk

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