SpaceX 拟以 600 億美元併購 Cursor，AI 編程平台或成新增長動能

Elon Musk 以建立公司或在早期加入聞名，但他不以併購聞名，尤其是出於戰略考量。2022 年,Musk 以 440 億美元收購 Twitter（現稱 X），以放大他的想法、保護「言論自由」並構築「一切應用」平台。

這正是 SpaceX 即將以 600 億美元收購 Cursor 的併購案凸顯其特殊之處。Grok — 作為 xAI 旗下的生成式 AI 平台，與 Anthropic 的 Claude Code 及 OpenAI 的 Codex 等競爭 — 目前未能吸引足夠開發者，形成了一個缺口，Musk 認為 Cursor 可彌補此缺口。

Mark Cuban 表示，股票市場讓像 Musk 這樣的富豪「指數級」致富，但若要消除億萬富翁，將會引發「最差的經濟大蕭條」。

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With the acquisition news, SpaceX continued its dream run on the exchanges, rising by another 5% on June 16 and taking its market capitalization above $2 trillion. At one point following its public debut, SpaceX became the fifth‑largest company in the world by market cap, surpassing Amazon (AMZN). Now at a valuation of $1.3 trillion after falling later in the week, SPCX stock is up almost 40% since its initial public offering (IPO).

Could Cursor be SpaceX's key to unlock developers and the wider enterprise AI market? Let's take a closer look.

Grok reportedly only has 7% enterprise adoption as of March 2026. This pales in comparison to the competition. While Codex CLI surpassed 1 million developers in its first month, Claude Code has helped drive Anthropic to $14 billion in annual recurring revenue, with coding agents identified as the firm's primary growth vector. Both tools have a significant head start over Grok Build.

On vendor reported SWE-bench Verified scores, Codex CLI running GPT-5.5 leads at 88.7% and Claude Code running Opus 4.7 follows at 87.6%, while Grok Build's coding model posts only 70.8%. Grok Build is also priced at a premium of $299 per month and needs to demonstrate competitive accuracy to justify that cost against rivals offering deeper reasoning at comparable or lower price points.

Meanwhile, Cursor reportedly has more than 2 million developers and more than 1 million daily active users plus 1 million paying customers. All 40,000 engineers at Nvidia (NVDA) use Cursor, demonstrating far deeper penetration in professional developer circles. Thus, the Cursor acquisition will help SpaceX by giving it direct control over a platform with proven enterprise traction and real developer data that Grok lacks for training.

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