IDE

Ok-Clerk393

CC was by far the best product on the market for nearly a year. The way higher adoption rate makes sense and the switch to Codex won’t happen overnight. But to say codex sucks when it’s clearly the best IDE on the market right now is retarded. Unquestionably the best product by all metrics right now. Also Opus 5 fucking sucks 😕

Ok-Clerk393

Codex is literally the best IDE on the market right now lmao? Claude code is dated, antigravity is shit, and Cursor has been really weird lately with all the space-X shit.

Mambashow24-8

I understand where you are coming from, but don’t look at the price look at the market cap. Success with Keytruda added more than 40 billion in market cap to each of both the companies involved. DRTS at just above 1 billion has a lot more room to grow, especially expecting an FDA IDE with Keytruda based on the great results.

Emotional-Breath-838

Yeah. It’s $1.3B market cap. If they complete the rGBM trial and hit one or two more CR’s, they’ll be fast tracked for first line FDA approval and standard of care. Between now and the end of next month, I suspect they’ll be granted an IDE to test in combination with Keytruda, Merck’s $32B per year checkpoint inhibitor. That’s the same combo that sent Moderna through the roof. Alpha DaRTs solve checkpoint inhibitor’s biggest issue: it turns cold tumors hot. Keytruda doesn’t work on cold tumors. Alpha Tau is nearly ready for FDA cert for skin cancer and the Tolmar deal will rapidly commercialize prostate and bladder cancer. Given all this, what do you believe their market cap should be? I’ve got it pegged around $20B if all of it hits. That’s almost 20x higher from the current price.

ProbsNotManBearPig

You been writing code professionally for decades or just personal projects? Big difference, and usually someone omitting the “professionally” part is pretending to be more experienced than they are. I’ve been doing it professionally for decades at a big snp 500 tech company. Every senior, staff, and principal engineer I know uses ai daily and talks about it daily. It is changing the way we do things to the point most of us spend hardly any time in an actual IDE anymore. 99% of our time is spent defining use cases, requirements, design reviews, planning implementation with ai, waiting for ai to implement, reviewing, testing, and communicating with stakeholders. It is extremely capable when you start using multi agent workflows and adding integrations to issue tracking, version control, etc. You can call this waxing lyrical if you like, but ai is transforming the industry and anyone who says otherwise simply is inexperienced or at a small company being sheltered from reality.

Emotional-Breath-838

I am long DRTS and it’s a very, very unique front run opportunity for retail investors (vs. institutional investors that couldn’t get in because of low liquidity.) Whats the idea? Their alpha radiation platform works on physics, rather than chemistry. High LET radiation placed directly into the tumor destroys the tumors double helix DNA and releases the antigens that signal the bodies T cells. The platform has been tested against north of 300+ people across nearly every solid tumor and there are no side effects. They recently achieved the challenging PMDA certification in Japan and are now working five separate IDEs with the FDA. There is no revenue yet but that’s by design. With a platform like this, you only get a first attempt to negotiate insurance reimbursement and you always lead with your best. Their best is a recurring GBM (brain cancer) that is halfway through a trial at this moment and the results so far are nothing short of breath taking. No other treatment has ever achieved two Complete Responses against rGBM and Alpha Tau did it two out of the first three cases. Remember: there is NO standard of care for rGBM. They send in a social worker and tell you to say goodbye. Alpha Tau could wind up as the standard of care for rGBM globally. Then, you have to do math. Lets say they charge $120k per treatment (which is a simple, biopsy like outpatient procedure that thrills insurance companies) and they are all alone for inoperable brain cancer. Whats that worth? $5B? $20B? $50B? Now, take a look at their current market cap before the big institutions get in. $1.13B. Massive ownership from the C suite so interests are aligned. Fully funded through 2027. Massive US commercial agreement with Tolmar around prostate cancer. And potentially the biggest IDE is yet to happen with the FDA: Alpha Tau has demonstrated the ability to fix the blind spot of the $50B checkpoint inhibitor market. The IDE once approved will allow Alpha Tau to trial in combination with Keytruda, Merck’s $32B/year drug that boosts T cells. The blind spot for all checkpoint inhibitors is “cold tumors.” The Alpha Tau destruction of solid tumors turns cold tumors hot and that means no solid tumor is safe from the combination. What’s that worth? $50B? $100B? $250B? Alpha Tau is sitting at $1.13B today. But not for long. One bonus point: this is a device. This is not a drug. There is no lengthy phase III. Its a safer play then betting on the chemistry of drugs. I am long both DRTS and DRTSW.

Crucco

The issue is 3.5 Pri was below expectations, yes. But also the Antigravity IDE is struggling behind Codex and Claude Code. Both issues seem to be related to troubles in the Production Team, hindering the pure talent from DeepMind.

sarhoshamiral

Tools are IDEs, frameworks are frameworks. People use agentic front-ends with in an IDE or together with an IDE usually. You dont really go say I will use Meta's CLI because I want to develop with GraphQL, react etc. More importantly though Meta gets nothing when people use those frameworks. They dont sell them. They get benefit when people use their FB apis etc regardless of the framework.

BearlyBearishBear

DD: my entire company (several thousand employees) just dropped Cursor as our IDE

acadia11x

You think cursor is about code autocomplete, just hit tab. Or it’s a chatbot, maybe you are confusing it with tab 9. Yeah you definitely never used it and definitely don’t know what it does … and Claude code is for BPO and operations … want to automate that nightly bill run and agentic quality checks before hits a printer that’s what Claude code is useful for want build a billing application for CSRs that’s what you’d use Cursor for two totally different use cases and both are agentic neither is a chatbot … but yes cursor has an IDE but definitely but is an agent. They both live in enterprise but serve different parts of IT and business

thetaFAANG

“The industry” and cant even recognize my username nobody is doing code autocomplete anymore or a chatbot in an IDE except slow companies that are a year late to AI corclejerk its all TUIs now, Claude Code and major fortune 500s dropping cursor enterprise plans

beqs171

Try to run docker or anything that's not just an IDE and a browser, good luck

WhyAmIDoingThis1000

its funny that it's just a collection of random stuff thrown together with no actual vision. heavy lift rockets and a programming IDE. ok...

fusionliberty796

They will buy IDE next that is how you make it profitable. Control the gateway into your datacenter == free money. Musk getting all that cursor fable spend

SuccessfulSir9611

OpenAI is working on a GitHub for AI agents, so that code doesn’t live in GitHub, rather in this new OpenAI owned product. Creating a ticketing app like Jira and documentation app like Confluence is basically a joke now. It’s more like system design problem rather than software problem. But the bigger problem is they are built for humans, not agents. If you use Codex at work or to code, you will see that it is slowly integrating IDE, CI/CD visibility, Plan document as the primary documentation, etc. I don’t know where the roadmap is for these frontier labs, but it definitely doesn’t stop at creating and training models. OpenAI/Anthropic want to be your super app. For a Tech Org, this means OpenAI wants to own the whole development cycle of your product, end to end. And if you saw yesterday’s announcement, they want to go way beyond software development, breaching barriers between idea and product. From my personal experience, as a full stack engineer or more like product engineer, I haven’t touched code or an IDE in last 1 year. GPT-5.6 Sol has been terrifying since yesterday as my unemployment is now more closely visible. MSFT is the only safe bet. Everything else is from an era that has zero relevance today.

mouse_8b

On my dev machine I'll have multiple docker containers, multiple Java apps, IDE, and various other apps running at once.

RedPlumpTomato

My AI Slop Analysis: **(1/2)** **\[mm\] RDGL / Vivos Inc. — real FDA nod, shitshow of a balance sheet** The FDA today green-lit Vivos's second try at an early-feasibility IDE for RadioGel, their yttrium-90 goo you inject into a solid tumor, and Mayo Clinic Jacksonville is going to run the first-in-human study on non-resectable papillary thyroid carcinoma. Real agency, real hospital, real medical idea sixteen years in the oven. The tape agreed — the thing gapped from a five-and-a-half cent close to a twelve-and-a-half cent intraday high before puking back to eight and a half cents on seven and a half million shares against a one-and-a-half-million average. Fine. That part isn't a lie. Vivos is a forty-two million dollar OTC penny stock with four hundred ninety-four million shares out — a paper mountain, not a stock. Last quarter they booked thirty-six grand in revenue. Thirty-six grand. That's not a typo, that's a hobby. They burned one point one eight million against it and sit on two and a half million cash, which by their own filing funds "approximately three million annually." Ten months of oxygen. The auditor already wrote in "substantial doubt about the company's ability to continue as a going concern" — accountant-speak for "these guys might fucking die." Here's what turns this from a scalp into a trap. Vivos has a live Regulation A+ offering, SEC-qualified March 5th, that lets them sell up to seventy-five million more shares directly to the public at exactly eight cents apiece. No selling agent, no minimum, no escrow — management clicks sell whenever they want. Offering price eight cents. Stock hit twelve on the news. Where do you think that six-million-dollar supply is going to get placed? Right into your fucking bid. Every rally above eight is an open invitation to press the offering button, and this rerun's been on cable four years running — they've dumped Reg A+ paper every year since 2023. This isn't a stock price, it's a magnet. The insider tell is sneaky. CEO Michael Korenko has made five real open-market cash buys since last August, hundreds of thousands of shares between six and eight cents, genuinely cash out of his own pocket. Sixteen years tenured, directionally buying not selling — credit where due. But the total across all five buys was about forty-three thousand dollars. Forty-three grand. On an eleven-million-share stake worth about nine hundred fifty grand today, that's a rounding error in his own portfolio. Pose for the retail pitch, not "I'd bet the farm." Meanwhile a bot account called AiMyTrade is spamming r/pennystocks claiming Korenko bought "55 shares at $200,000 each — totaling nearly $10.94 million." Straight fabrication. Retail is anchoring on a fake ten-million-dollar whale bet that's actually a forty-three-thousand-dollar dribble. If you're bidding because the CEO "went all in," you got played by a chatbot. Verdict: Fails every long-hold test — pre-revenue, serial dilution machine, four percent insider stake, ten-month runway, going concern, sixteen years of burn to rack up an eighty-nine million dollar deficit against a hobby-sized revenue line. Do not "throw five hundred and forget" unless what you're forgetting is the money. Scalp only, and be honest. FDA nod is real, volume is real, but the eight-cent offering price is a hard mechanical ceiling and the intraday already faded most of the way back to it. Honest stop is below today's session low around six point eight cents. Kill trigger is any Vivos release announcing they're upsizing, closing, or drawing down the offering — that's management lighting the retail bid on fire in real time. Only thing that flips this is Vivos suspending the Reg A+ or landing a strategic partner or grant that removes the dilution overhang. Neither has happened.

Flat_Difficulty_8773

Vivos just received FDA approval for the Early Feasibility IDE on RadioGel, this is a real milestone. It clears the way for the first U.S. human trials (likely starting at Mayo Clinic). Today’s volume was massive (over 17 million shares), and the stock had a strong reaction with a high of $0.1244 before closing at $0.0858 (+50%). Retail interest is clearly picking up. This is still very early stage, so high risk as always with OTC biotech. But the approval + strong volume today has many of us feeling bullish for the short term.

glowingboneys

A harness is just a program that wraps the model and gives it access to various tools. This includes things like web search, writing files, reading files, etc. But conceptually it could be anything that the user defines. If you are using the AI chat box inside of your IDE then that is an example of a sort of limited harness. That chat box is using tool calling to read and write files in your IDE. Claude Code, Codex, OpenCode, QwenCode, Pi, omp are all examples of harnesses that are more powerful than the chat box in your IDE. They offer many more features, all of which are configurable by you. The "craze" you may be referring to is "subagents". This is a feature that some harnesses offer, but like everything else it is just a tool supported by the harness. I don't personally use them. I agree they are probably overhyped. If you have never tried any of the harnesses I am mentioning here I would encourage you to give one of them a try. If nothing else it will give you some more context around how these models are increasingly being used.

glowingboneys

I would argue 20 tok/s for a thinking model is extremely slow. Keep in mind the thinking must complete first (at 20 tok/sec). That means this is definitely nothing close to 7-10 words per second in terms of the model's response. Maybe we are living in different universes. But most software developers I know are not simply using LLM for autocomplete in their IDE. A couple of years ago this was true, but not anymore. They are using thinking agents sitting in harnesses (like Claude Code, Codex, etc). These harnesses benefit from stronger models that can use skills, run tools, and have large contexts. I agree that there is a line where a model is "good enough", but that line really depends on what you are doing. I don't think most software engineers will run large models locally anytime soon. I also don't think most companies will maintain their own GPU racks (just like they don't currently maintain their own datacenters/servers). There will be a large market for cloud models. It will just be large open models rather than the monopolies of Anthropic/OpenAI.

I_Think_It_Would_Be

> The 8-bit quantization of GLM 5.2 requires over 1TB of unified memory. There is no consumer device that even comes close. There is also no need to run it at 8-bit, you can run it at 4-bit just fine. With that, you' can use a unified memory box that has like 512GB. Of course you can't buy that right now because all the RAM is being bought up, but when the market collapses because the promises don't materialize the market will be flooded with these types of machines. 20tok/s is perfectly fine. That's like 7-10 words per second Kinda slow for auto complete in your IDE, fine if you are in a chat interface. But if you are a company, you can just use one of the bigger discounted GPU racks and it'll give you a much better performance. The problem with the idea that we will need 3 trillion parameter models (like the new big models are) and an insane amount of tokens/s is that it's just not economical to do so. It simply costs too much, especially when you can get a slightly degraded performance for much cheaper. These big models don't produce perfect outputs anyway, so slightly worse output, given that it's "good enough" will be just fine.

BattleGrown

Why do people act like Antigravity doesn't exist? They dropped Antigravirty 2.0 with IDE, CLI, and SDK. It's pretty good, and it'll only get better. Google's ecosystem is usually very integrated and collaborative too, so I expect it to become a standard skillset that everyone will want on their CV.

Suspicious_Truth8026

Yall the same as visual artists, desperately trying to hold onto a mythology of soulful and irreplacable. Claude code is probably the most impressive technology to ever exist in human history. Its not fit to fire & forget enterprise software, but not seeing it as an IDE on megacrack that obviously without question will improve the workflow of anybody coding anything is just plain and simple intellectually vacuous. There has to be a complete exodus of thought before you can say that.

dangered

It depends on what the future of AI truly looks like. It would have been a sure thing no matter what in 2020 though. Right now it’s probably the last thing users want. Microsoft’s “on-prem”/“local” copilot was anything but that. In rest state it reached out to ad servers and fed them data, reported data back to Microsoft with AI data, and a lot of other shady stuff. The tech market moved to Mac minis and Mac studios to run flows because their proprietary hardware is superior. The gaming market is moving toward Linux at an increasingly alarming rate, roughly doubling each year without any sign of stopping. Developers used to only support Windows but Valve who owns Steam made Linux their operating system of choice. Linux kernels are now outperforming Windows OS, when people in Esports begin mainly using Linux, the bottom will fall out of this market. Window’s bread and butter was selling cheap machines people would use at home and then later use in the office. That’s projected to be gone in the next 3 years. Xbox by their own admission is struggling after they priced themselves out of the mass market with a steep subscription increase. Even their CRM, Microsoft dynamics, was built to be inescapable. Barriers and obfuscation in all directions to ensure a migration away from the platform would take years. AI can help get it done in months. AWS owns the cloud market. GCP is a very far second. Azure sits in the corner like their retarded cousin. Their recent acquisitions are already showing their age in the day of AI. GitHub struggles to keep up with the traffic of AI coding and VScode is the least AI native IDE. They’ll stick around for another 20 years just because of their dark patterns and “lock-in” strategy but it’s not going to be very pretty.

gizamo

Wouldn't have been the first time ADBE has shit the bed on acquisitions. Their Macromedia acquisition ended with Flash dying and only ~1/4 of features from Fireworks porting into Illustrator. Dreamweaver was garbage and essentially died in the early days of the IDE wars. Then they bought Magento and cocked it up so bad that it drove everyone to Shopify and BigCommerce. They were positioned to take all ecommerce, but instead they just made a crappy version of it for Enterprise ecommerce, and most enterprises still want nothing to do with their pricing. Lol.

v3ritas1989

We assumed it was AI created, yes. But I must admit some of its content is very usefull to using AI in your IDE.

turboMXDX

In other news, PC gamers have been stocking up on IDE Hard drives and Geforce 210s as they anxiously wait for half life 3

UnrulyAnteater25

it’s SATA not IDE

TheorySudden5996

It’s incredibly overvalued. It’s a fucking IDE based off an open source project.

Lavio00

What open source IDE:s are better than Cursor? Im not being antagonistic, Im genuinely interested.

tnnrk

He’s buying it at the exact moment tons people are are dropping it in replacement for codex and Claude. The IDE part doesn’t matter to a lot of people now and every competitor has the same agentic workflow ui. Should’ve bought it a year ago.

agent674253

Fair enough, but still overpriced and of course the value of spcx has gone up. I tried cursor about a year ago but now with Claude the IDE itself is irrelevant in a way. So paying 65 billion, cash, stock, or IOU just seems silly.

treetimes

Cursor was never going to be more than a reseller. They were early and captured the LLM in IDE phase of this technology, that phase ended December of last year.

TheorySudden5996

They just wasted 60B on a fucking IDE.

ReiAyanami2015

This is not suprising considering they have offered their Composer model exclusively to xAI in recent weeks, which was rather suprising since that was the main draw for their Cursor IDE.

agent674253

Makes $85b in IPO, spends $60b on an IDE... galaxy brain musk!

cera_ve

Yes, they have their own model, data, and IDE

AMillionTimesISaid

Claude code is light-years better than Cursor. I gave up my Cursor license and orchestrate everything with Claude code. Rarely edit code manually anymore. It’s now me giving requirements, making judgement calls and reviewing. Regardless of whether Claude code is an IDE or not (it can be), fuck IDEs.

glymeme

What do you need a IDE for nowadays? Just have Claude do it bro

DrSilkyDelicious

Cursor, which has become irrelevant as every IDE and script editor has integrated llm capabilities in the last 24 months not to mention most people using ai to code just copy and paste a bunch from chat. And even more irrelevant with the advent of Codex and Claude code

piltdown_manchild

He also said they could "train on Cursor's data". Cursor isn't an LLM. It's is an IDE that *wraps* LLMs (similar to GitHub Copilot).

piltdown_manchild

>Maybe they can train on Cursor’s data? You might want to do some research. Cursor isn't an LLM. It's an IDE that wraps other LLMs (like GitHub Copilot). >Maybe the revenue will fund the Dyson sphere and nobody on earth will be able to touch their compute. A Dyson sphere is a thought experiment. It's not something that can be built, at least not in the next ten thousand years. There's also zero chance that humans will live on a Mars colony in our lifetimes. We may send a mission to Mars in 20-30 years, but it will not be a profit-making venture. It will be enormously expensive and dangerous. Even space-based data centers are a pipe dream until launch costs drop by at least 50x. My point is that *none* of this is going to happen in an investable time frame. >Maybe they can train on the current winners latest models like the open source models? Competing with free providers. That will really start the money rolling in! >Or maybe they’re the world’s best at constructing terrestrial data centers and they proved the market for leasing compute? The value add isn't in building/leasing data centers (which are a solved problem), but advanced chips and software. Why do you think CoreWeave is worth less than OpenAI and Nvidia? >Were you one of the millions who would never buy SPCX? How many shares do you have?

Ok-Clerk393

Couldn’t figure it out in my IDE (antigravity). Got stuck in an authorization loop.

zjz

It is pretty enjoyable. I don't miss googling every error. I find if you know what you're asking for and how you want it done they can do well. My prompts tend to be short essays and include a lot of API docs. You can't really outsource all the thinking. They're great for refactoring too. I like claude the most, it seems to reliably be the least retarded. Any claude + IDE integration will do the job tbh.

kazeespada

I agree. The bubble is going to "pop" but what that means is AI finding its niches in places where it already performs well such as helping developers(basically enhanced IDE), prototyping, customer support, etc. We are already seeing some of this happening in places such as Microsoft's gaming division. We saw a similiar event happen during the DotCom bubble. Websites didn't dissapear, they just got more focused.

Informal-Lime6396

There are many competitors in the ITSM space like Salesforce, BMC Helix (Remedy), Jira, Zendesk. I don't have anything to compare it with because I haven't worked on those tools and can only speak for ServiceNow. If you've ever used ServiceNow, even a personal developer instance (free), you kinda accept that the UX is slow. Everything is done through their API, so database operations are done row by row which is painfully slow. Page loads are slow. It's especially embarrassing when you're demoing something to customers and it hangs (running transaction popup message). ServiceNow, the platform, admittedly can do a lot of things, but I don't think it excels at anyone of them. They tried to appeal non-programmers with their "Flow Designer" and tried to introduce "ServiceNow IDE" for programmers. Basically pivoting towards 2 extremes and failing to execute either well. I extend that towards their AI endeavors and don't have high hopes. They are first and foremost an IT Service Management platform, not an AI company.

Lonely_Locksmith_642

Guys if you're using for coding purpose or building any products or just trying out personal project, I'll personally say use Cursor as it's an IDE with all models of Claude and GPT Guys use Cursor especially for Composer 2.5 whose benchmarks are even better and for $20 it's almost feels like unlimited usage [https://cursor.com/referral?code=K1EMONCQU7MP ](https://cursor.com/referral?code=K1EMONCQU7MP%C2%A0) Use this discounted link to get 50% off (10$ Pro, 30$ Pro+ and only $100 Ultra)

Terrible_Ad_7735

I use both and I don't really notice a difference. One's in my IDE, the other's in the Claude app.

CarrierAreArrived

you can one-shot nearly the exact app you want or any decently large iteration on a codebase (within reason). You sound like you've never used these agentic IDE/CLI tools at all.

cbr777

Not at all my experience. I've been switching quite smoothly between Claude Code and Cursor with Claude model just fine, I prefer Cursor since I like the IDE feel, but have been running Claude Code for agents without issue.

Sensitive-Talk9616

Gives me the same vibes as Google a year ago. When OpenAI was the favourite child, and Google was a washed up corporate with "no AI", hopelessly left behind in the dust. As if sitting on billions of FCF, with top notch AI research, billions of customers using a dozen apps and tools, was somehow a bad position. But people thought for like 3 seconds - what will happen to search if people ask ChatGPT instead? And that was enough for them to sell Google. I guess they didn't notice that when they ask ChatGPT something, it "searches the web". So how can search be dead, if not only do billions of human customers use it, but soon also billions of AI customers? Anyway, Google then released an ok LLM Model and now they're the top dog. Microsoft has not just one revenue stream. They have multiple. All of them strong. In terms of AI, they run the infrastructure with Azure. With hundreds of billions in backlog, not just from AI demand, I'm not too worried about this stream. They have copilot which they can force into every single office app and IDE in their Windows ecosystem. They own GitHub, wich has what, like half of all the code? Copilot now trains on private repos by default, btw. They're gonna be fine. All it takes is for OpenAI to release the next marginally better model, which scores 4% higher on a bunch of arbitrary benchmarks. Then Anthropic will overnight become the washed up AI company, with only one questionable revenue stream, and no future. And MSFT will be seen as the good boy again in the AI race.

cafedude

I still think that you're going to overhear people talking about investments as you're out walking around. I remember circa 1999 hearing the guy that was sweeping the side walk in front of a grocery talk about setting up an ISP and discussing SCSI vs IDE drives with the guy collecting the carts. Not exactly stocks, but it did seem bubbly to me at the time. Since I'm in tech my neighbors will often ask me where they should invest now to get in on the AI boom. I generally tell them to be careful, it might be getting too late, just DCA in to various ETF/mutual funds.

vitogeek

Makes it super easy to create, maintain and update user interface designs for short and long term projects for all team sizes. It’s like an IDE for designers which I believe will integrate with AI rather than be replaced by it.

skilliard7

Thank you for sharing this. I am actually a software engineer myself and was going to push my manager for budget to to get a $20 Github Copilot subscription, because currently I'm relying on Chatbots rather than software with IDE access, which is a lot less efficient. I don't think this new billing system is workable with our very limited budget... I would easily hit these new limits in just 1-2 days of coding. With how we operate, there's no way they would agree to letting me wrack up usage based billing. I agree the subsidized era of AI is ending. I don't think this will lead to a decline in usage(Most orgs will eat the costs because the productivity gains are worth the price), but I do think it will seriously hinder growth in compute demand.

Pristine_Hurry_4693

The GBM readout could be anytime this quarter. The Keytruda update will be mid July at the latest, hoping for an IDE by the FDA beforehand.

_SirPunsALot_

So the story is: * Starlink provides global internet connectivity on ground, water, air. Has strategic military applications. * Starship will potentially provide lowest cost-to-space due to full reusability. SpaceX already serves approx. 90% all mass to orbit with Falcon 9 (which is only partly reusable). * xAI has an LLM (Grok), Colossus supercomputer, an agreement to buy Cursor (an AI coding IDE + agent with its own model called “composer”). * X the social network. * Terrafab in collaboration with Tesla. * Being the cheapest launch provider + AI also uniquely positions SpaceX for space datacenters. The option of agreeing (and buying) or disagreeing (and no buying) with the story is, of course, up to each one of us. I can’t say if this is a good investment (no one can), but what I can say is don’t pass opportunities only because of emotions (in this case: Elon hate). Think rationally and make the decision.

Qs9bxNKZ

They’re being forced to use AI because it makes them better. It’s like spelling correct. That’s your $20/month plan. Are we going to try and claim it’s not worth spending $20/month on an engineer who is clocking $80-250/hr? Even a $40/month plan benefits an engineer. Past that, it’s up to the engineer to decide. Point is that we see value in IDE like VSCode and IntelliJ. We see value in AI as an extension to that IDE. So fuck yeah, we force thousands of engineers to use it.

insomniac-snorlaxzzz

I used to use Figma make. No longer need it. Its way better to have GitHub Copilot to design and wire frame directly from IDE that already have to repo, data and context of your solution.

Parris-2rs

Our designers last year when building our Microsoft’s new Launch Center were using Figma for designing. At the startup I left for we were also using Figma. That said just a few months ago we transitioned to Claude Opus desktop and it became our go to. We can implement our JSX designs in a matter of minutes with Opus 4.6 with build in test data and interactivity that works pretty seamlessly. We’re able to take our JSX designs and dump them into the IDE and get almost the entire design (75-80%) of the way there on the first prompt (after a ton of prompt design work standardized files we created for Opus to reference to stay in line with the main application themed) I just don’t see long term Figma keeping up with Opus. We’re getting modules from initial design to production in a matter of days compared to what used to take a month+ when we had a designer manually using Figma.

prestodigitarium

Once your model hits a threshold where it can self-improve, the speed of that's going to be gated by how much computing capacity you have (along with how efficient you are with it). That's probably part of it. Fortunately for all of us plebs, it's pretty clearly not winner take all. Local models that are good enough for running a lot of tasks are rapidly increasing in quality, too. With maybe $3k of hardware, you can run qwen 3.6 27b, and have roughly Claude Sonnet 4.6 level coding performance locally. It's not Opus, but it's good enough to never really need a cloud model for coding, and that's just where we are today. I think another reason they're going so hard is that there's a massive bottleneck of computing capacity for rolling this out as hard as people would like to roll this out, and it's worth a *lot* to have spare capacity. I think it's the reason SpaceX was able to snatch up Cursor recently - they're one of the few with the spare computing capacity to do what Cursor wanted. Otherwise, you're left going around to the hyperscalers begging for cycles. And for SpaceX, it's worth a shitload to them to get the training data to train up a coding model that will let them get into the ring with Anthropic on agentic coding. Cursor's IDE certainly isn't worth $60B, it's a bit of a has-been in the world where Claude Code is smart enough to just write the code without you looking at it. Anthropic is consistently hitting compute capacity limits, they have downtime a couple times a week, and they've been having to cut quality a bit to try to free up resources, which is leading a lot of people to switch to OpenAI codex. So it's a bit of a hair on fire emergency for them. But since they don't run their own DCs, they have to go begging, and the hyperscalers get a lot of leverage in their dealing from having spare capacity. And that leverage is worth $$$.

AskAboutMySecret

don't most people use cursor as an extension and don't give up any dqta? and if most are using the IDE, is the data worth 60b? I doubt it'll be anymore useful than it was found on github

BumbleSlob

lol cursor is an IDE not an LLM and also no developer would say openai is even good. Claude is king. 

Hirhitkvtf

I mean there's extensions for claude code and codex on vscode IDE and that's not dissimilar. I use CC extension within cursor IDE for larger tasks then use deepseek api for small tasks because they use free credits

limezest128

What does SpaceX need Cursor for? Are they buying the models? The article seem to suggest they want in on the AI IDE business, like what…? It didn’t seem aligned with their mission.

Merzant

The UI is now basically as you describe, chat windows with an IDE glued on.

Expensive-Past-69420

build a harness not IDE like a clawdbot or something

InTheMorning_Nightss

You do realize that Claude Code, Copilot, and Codex all have tens of thousands of users on both Enterprise and personal plans as well, right? “Enterprise scale repos” doesn’t even mean anything. Companies vary greatly in their code bases: monorepos, microservices, and everything in between. The majority of these ultimately leverage Git which is the more impactful technology when it comes to how nicely things play with repos. How you interact with the code between IDE solutions, CLI, etc. aren’t the differentiator in “Enterprise scale repos” as you call them (which nobody else does) besides language in some cases. My comment isn’t snarky: it’s pointing out how you are a single voice trying to discount the voice of another single voice, and it’s clear you lack the actual nuance here. Pointing to just Nvidia is meaningless. If you don’t think they using other AI solutions in the SDLC, you have a very narrow view.

imunfair

> why is a satellite company buying an IDE? SpaceX includes grok and xai, which are more related to cursor than the launch portion.

mehmet_okur

Cursor needs: massive compute they can't afford,ore capital injected Spacex needs: more very smart to engineers, desktop integration both win/Linux terminal (CLI), native win/Linux (GUI), and IDE. Grok currently has zero penetration into desktops outside of support for using their models in tools like VS Code. Spacex can fill those compute and capital needs in exchange for more super nerds and cursors established desktop platform IP (even if consensus is that Cursor had fallen off). To look at this and think "Elon out of touch, nobody uses cursor anymore, hurr durr" is goofy. spaceX is well aware that cursor product fell off the map compared to codex and Claude in 2026. Believe it or not, buying assets and companies when the market thinks they are dogshit is the most fundamental way to make money next to prostitution It may fail and end up being a terrible decision, who knows, that's not the point. They believe they are getting a cheap price based on how they value Cursor as a company. For example: Claude dominates market currently with a 90+% chance to be best objective AI on prediction markets for April 2026. This would be a bad time to buy anthropic unless you are the kind of guy to go all in on BTC at 120k ATH. That's what a guy in a clown suit told me while I was looking dinner in a dumpster tonight. Verbatim. Cool guy, a bit verbose though.

AskAboutMySecret

bro is spacex a SPAC? why is a satellite company buying an IDE? for 60 billion no less...

random_account6721

I only briefly used cursor, but I would think heavy IDE integration is on its way out. I just use this codex app to chat with a couple agent sessions and then VSCode to review the files changed. A couple years ago it was all about integrating AI into the developer writing code. Code completion and stuff like that, but now you don't really need to write much code. You're mostly just orchestrating agents and reviewing code. Cursor seems to be built on the developer coding layer when everything is moving to the agent orchestration layer. I don't see the value of this product except for the customer base they've built.

TheWetCouch

They dont use their own model, it just routes access to the big ones in an IDE context. Its literally just VSCode with an agent window that you can pick the models for, and they’ll do the charging for you as a middle man

Greedyanda

Its not one massive issue that makes it unusable, its just many small points of friction that highlight the difference between a project mostly designed by engineers and and a project that employs countless UX and design experts. I dont have it currently on any of my machines so I cant tell you in detail but even though I actually prefered Debian over other distros, it always left me a bit tired and aesthetically displeased when I had to do something besides opening the browser or working in my IDE. You can definitely improve and customize the experience but this will require quite a bit of additional time and knowledge and every couple of months something will break because the changes you made are no longer or not yet supported by the newest Linux version.

the_chosen_one2

Actual copium and 0 reading comprehension reply, I literally say it's much better than it was. It still doesn't provide that much value to a base good software engineer. Acting like its anything more than StackOverflow integrated into your IDE is cope or admitting you were a shit dev to begin with. I have no issue admitting it is better now; it undeniably is. You can actually use it as a coding assistant now. I'm saying it's not doing 95% of the shit AI bros were claiming it'd be doing by now.

Every-Promotion9883

Essentially a lot of the palantir saas items are going to become obsolete by AI. The only growth is b2b moving slower then b2c currently once b2b catches up the same result will happen and development might turn to IDE more

Pristine_Hurry_4693

**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** ‏FDA Breakthrough Device Designation ‏FDA TAP program inclusion ‏FDA MDSAP certification ‏FDA IDE’s for five cancers and counting ‏FDA PHASE 3 completion in Q1 2026 ‏FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) ‏FDA approval for commercial factory in the US, with other factories built and more in planing ⁠100% tumor response rate in early FDA trials ‏Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… ‏Activates immune system PMDA approval in Japan ⁠55+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) ‏Patents, IP and more…

Pristine_Hurry_4693

**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** ‏FDA Breakthrough Device Designation ‏FDA TAP program inclusion ‏FDA MDSAP certification ‏FDA IDE’s for five cancers and counting ‏FDA PHASE 3 completion in Q1 2026 ‏FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) ‏FDA approval for commercial factory in the US, with other factories built and more in planing ⁠100% tumor response rate in early FDA trials ‏Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… ‏Activates immune system PMDA approval in Japan ⁠55+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) ‏Patents, IP and more…

dr3amstate

Cursor is an IDE. You can use Codex, Claude Code and similar tools as an extension through Cursor or many other IDEs. So you can go ahead with Cursor and try whatever fit your needs

oddlogic

This company might take 5 years to implode, but it will. True agentic AI doesn’t need a .Net wrapper and a clumsy IDE paired with (admittedly very good) orchestration to be effective, and will be a fraction of the yearly cost, before we even begin to talk about all of the maintenance, BAs running queues, etc. A business can replace a $1M yearly UiPath licensing scenario with a developer (which you’re going to need anyway, if only for maintenance), and $20k? in tokens. If that much.

The_Meme_Economy

That’s a low key indictment of C++ tooling lol. The IDE really should be able to do a refactor but in reality most of them fall down at some point. I think you’d do fine without the LLM, your job would just be more tedious.

Tight_One_1400

Its not AI slip anymore - especially in the software world. AI is getting scary good. For now companies (at least my 1k dev+ company is) are just paying for AI assisted IDE's for their developers. The problem is, 5 pointer tickets take 5 mins, then another 1-2 hours to review, fix security issues and test. Meaning a good dev can do 2x 5pointer tickets in a day. Normally a 5-point ticket is one that takes 1-2 weeks.

ganari423

I agree with you on this statement.. I started out doing the copy paste into a chat window and got the most god awful solutions… I had to prompt specifically than correct the code.. with IDE chats.. it interprets the code base way better and returns damn good code. I still have to check it and test features properly.. but I went from few hundred lines of code a day to thousands 😭

Pristine_Hurry_4693

**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** ‏FDA Breakthrough Device Designation ‏FDA TAP program inclusion ‏FDA MDSAP certification ‏FDA IDE’s for five cancers and counting ‏FDA PHASE 3 completion in H1 2026 ‏FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) ‏FDA approval for commercial factory in the US, with other factories built and more in planing ⁠100% tumor response rate in early FDA trials ‏Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… ‏Activates immune system ⁠55+ clinical sites worldwide (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) ‏Patents, IP and more…

Seref15

90%+ software engineering work is stuff like "Ticket #1003918 - Investigate slowness in the billing report handler". You're very rarely building brand new things. The way my AI workflow using Claude models in GH Copilot IDE extension would be something like highlighting a function I suspect is the culprit, entering into the flyout chat panel in my IDE: > I think this function causes slowness during large report generation. Resource utilization (cpu seconds, memory, heap, threads) during the slowness is all normal. Do you see where the bottleneck might be? Then it think for 2 minutes and comes back with something like > This function calls another function XYZ in the data object class that has a misconfigured thread pool, because of setting ABC, during scondition DEF it processes query GHI serially instead of in parallel And then you fix the thing thats wrong. Another thing we use it for a lot is, we have some codebase with absolutely no documentation but we need to understand how it works; > Starting at main.cs crawl every function call and add a node to a mermaid chart for each function and call; annotate each node with the function's purpose A lot of our busy work is done this way now. Even using my IDE copilot chat to automatically handle the opening/transitioning/closing of ticket items as I commit work to git. MCP servers let you do a lot with the chat models from your IDE now so its kind of a nice bonus feature that it eliminates a lot of context switching.

hydraByte

Are you implying I wrote my last comment with AI? Because I didn’t, I write almost all my Reddit comments by hand. What makes Gemini 3.1 stand out to you so far? I just started using it an hour ago and haven’t noticed any major differences yet (but it’s still pretty early). The jump from 2.5 to 3.0 was crazy, but I’m not convinced they can keep up that level of progress consistently going forward. I am currently using Google Antigravity as an agentic IDE for coding, generally switching between Gemini Pro and Claude models. I use it as a secondary tool because I prefer Jetbrains IDEs for precision coding and like I said I don’t like having it write code for me.  Aside from producing buggy code in complex use-cases, code generated via LLMs also weakens or eliminates a company’s copyright claim over the code, meaning if someone copies that code you might not have an effective legal mechanism means to stop them. It’s another barrier that complicates their usefulness — software companies have to start making the decision: “does this allow us to produce output that is better and faster enough that we are willing to offset the strength of our legal protections”?

derprondo

Going to be able to fund my retirement now with all my old sata hard drives, DDR2, and my collection of IDE cables.

btoned

This is NOT the case. These two platforms attract the LOWEST tier of talent. Have you ever seen the output? It's like using a coding IDE to spit out some boiler plate code, and I literally mean the boilerplate, and passing that off as your finished product and charging like $15 for it. These platforms got reach off of VC money that's it. Any respectable pro in their respective field would never recommend looking for talent on these platforms.

zed_roaster

I'm not so sure about that. I know many people, myself included, who have really appreciate using AI. It is super convenient and is awesome depending on the use case. The biggest thing as a non-technical person I was wow'd by was the coding IDE - being able to program your own tools in natural language was insane. Also, for work, it helps a ton when you need to solve a problem or use it to speed things up. So yeah, it is awesome and convenient honestly.

Pristine_Hurry_4693

**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** ‏FDA Breakthrough Device Designation ‏FDA TAP program inclusion ‏FDA MDSAP certification ‏FDA IDE’s for **five** cancers and counting ‏**FDA PHASE 3** completion in H1 2026 ‏FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) ‏FDA approval for commercial factory in the US, with other factories built and more in planing ⁠100% tumor response rate in early FDA trials ‏Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… ‏Activates immune system ⁠**55+ clinical sites worldwide** (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) ‏Patents, IP and more…

Pristine_Hurry_4693

**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** ‏FDA Breakthrough Device Designation ‏FDA TAP program inclusion ‏FDA MDSAP certification ‏FDA IDE’s for **five** cancers and counting ‏**FDA PHASE 3** completion in H1 2026 ‏FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) ‏FDA approval for commercial factory in the US, with other factories built and more in planing ⁠100% tumor response rate in early FDA trials ‏Effective against all tumor types, including the most high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… ‏Activates immune system ⁠**50+ clinical sites worldwide** (including USA, UK, Canada, France, Germany, Russia, Italy, Japan…) ‏Patents, IP and more…

Zardotab

>That said, let's be honest, most projects out there aren't super complex or novel. Most developers write and maintain CRUD apps, and that's the exact thing the models are getting pretty good at. That's true, but largely because the CRUD industry hitched its wagon to the defective DOM. Apps that used to take 2 weeks to build in PowerBuilder, Paradox, Delphi, etc. now take like 4 months. If the pendulum swings back to CRUD-oriented-IDE's instead of general IDE's with bajillion layers, then we wouldn't need auto-bloaters like scaffolders and AI nearly as much. Simply factor long-known CRUD idioms into standard modifiable attributes. Nobody seems interested in CRUD parsimony, just buzzword collection. But you are right that if we stick with the current Bloat Industrial Complex and the evil DOM, then AI is quite useful.

Natural-Revenue-6639

How is Cursor in anyway a competition? It's a coding IDE not design creation and management software. Design is so much more than stitching together a UI.

Salt_Inspector_641

I’ve been messing around on antigravity IDE and the agents are surprisingly good. You don’t think at the start of a project, you just prompt, go thru the details with the agent and then it just builds your first iteration. Saves me a lot of time in the planning stage

BoogieMan876

You haven't used copilot in vs code it seems , many big companies prefer that just bcuz you can access latest state of the art models right then in there in your IDE. Copilot is bigger and better structured than you think although I agree with everything else you said. Which is why I go with like VOO or VTI all of them I think will capture a specific marker with Google being at the forefront. Chatgpt will probably get acquired by msft

Jojje22

Someone gets it, and I agree 100% as I haven't gotten any good explanations either. And also, these are "just" the pure technical aspects of it. I don't see how AI solves the most complex aspect of all - allignment and requirements. This is what's been costly with sending stuff to contractors down south and AI won't manage it any better - what are we actually supposed to develop? What is our context? What are the dependencies? There are boatloads of external integrations, and stakeholders of all kinds with no knowledge of each other, how do we know what to interconnect? And I don't see how AI can *ever* solve this because this, and scaling an architecture, and organizing globally etc. isn't readily available information plus it's super contextual. *This* is what's costly to sort out and extremely constly when you get it wrong, the cost hasn't been about getting the for-loop down in the IDE for a very long time.

SheriffBartholomew

What are you talking about? Claude Code and Cursor are programming editors used by coders. Figma is a design tool used by designers. Designers make their designs in Figma, deliver them to developers, and the developers code them in their chosen IDE. The are completely different tools, for completely different professions. Although Figma is supposedly now capable of integrating with Cursor to output a design as functional code. I haven't seen that part of it work yet, but it wouldn't surprise me if it works well.

HotMessMan

Wow what kind of nonsense are you projecting here? What about my comment even hints at insecurity? It’s a tool, I used it, saved a ton of time on boring tedious parts of code, it’s incredible. It’s that simple. Your comment is akin to someone not using an IDE because it would make your skills less sharp and the IDE would do the thinking for you! Intellisense? Compile error detection ? Why I would never!

Worf_Of_Wall_St

Most of the time when I'm typing at work there is some AI constantly running queries to make suggestions for what I should type next. It's right maybe 1% of the time, so if I read every suggestion it's a time loss especially since I get derailed/distracted easily. I've learned which situations it might be useful in and try to ignore it the rest of the time, but it seems very wasteful to constantly be running queries with 2-3s inferencing times while I work. For things I specifically decide to ask an AI for because I think maybe it will work, I probably have a 1 in 10 success rate. A few times it has saved me a few hours of work because I only had to review what it did, but in those 9 out of 10 times there are a lot of hallucinations like you describe that send me looking for things which do not exist. The dead ends don't take a huge amount of time but they are annoying. I would guess that if AI was priced at what it actually costs to run plus amortized model training costs, the latter case where I ask it something specific would be worth paying for, but the thousands of prompts that are run all day while I type in an IDE or document would surely be a waste of money.

Gandalior

But then it's Windows 10 with a different IDE

Pristine_Hurry_4693

They have 5 (!) FDA IDE’s going on, that’s 5 clinical trials in different stages. The most advanced is already in Phase 3 and **started submitting the data to the FDA for approval**, the other trials includes the most high unmet needs cancers like GBM (successfully treated the first patient), Pancreas (Successfully treated the first patient as well but should be finishing all 30 this quarter) and more. On top of the in Japan they already finished all the trials and submitted everything and passed the final committee so just awaiting the approval announcement by the PMDA.