SpaceX to buy AI coding firm Anysphere for $60bn and passes Amazon valuation
TL;DR
SpaceX has agreed to buy Anysphere, the company behind the AI coding editor Cursor, for $60 billion. The filing says the deal will be paid in stock and is expected to close in the third quarter of 2026. After its IPO, SpaceX shares kept climbing: the company briefly reached a $2.97 trillion market value, ahead of Amazon. By the close, it was still just ahead at about $2.66 trillion.
Nauti's Take
The deal shows how quickly AI coding has moved from handy tool to strategic gatekeeper. Cursor is not a nice add-on; it is a daily workspace for developers and a data channel into real software production.
Still, there is a lot of market froth here: a loss-making SpaceX overtakes Amazon while a four-year-old coding startup sells for $60 billion. It may be smart, but it also smells like peak AI FOMO.
Briefingshow
This is less a space deal than a move into the developer value chain. Owning the editor puts SpaceX closer to workflows, enterprise data and day-to-day model choices than a standalone chatbot. The valuation is still hard to square: SpaceX is loss-making, yet the market is pricing it like an AI infrastructure monopoly.
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