SpaceX、Cursor買収を完了｜600億ドル相当を全額株式で交付

"As previously announced, on June 16, 2026, Space Exploration Technologies Corp. (the “Company”), X67 Inc., a wholly owned subsidiary of the Company (“Merger Sub”), and Anysphere, Inc. (“Cursor”) entered into an Agreement and Plan of Merger (the “Merger Agreement”), which provided for, among other things, the merger of Merger Sub with and into Cursor, with Cursor surviving the merger as a wholly owned subsidiary of the Company (the “Merger”)."／"Pursuant to the Merger Agreement, on August 14, 2026 (the “Effective Time”), the Merger became effective, and (i) the shares of Cursor’s common stock and the shares of Cursor’s preferred stock outstanding immediately prior to the Effective Time were automatically converted into the right to receive an aggregate of 389,289,254 shares of the Company’s Class A common stock, based on an implied equity value of Cursor of $60.0 billion and a price per share of the Company’s Class A common stock equal to the volume-weighted average closing price over the seven consecutive trading days immediately preceding the closing of the Merger, (ii) the vested Cursor restricted stock units outstanding immediately prior to the Effective Time were automatically converted into the right to receive, prior to giving effect to any withholding for applicable taxes, an aggregate of 1,752,426 shares of the Company’s Class A common stock (collectively, with the consideration received under (i) and cash received in lieu of fractional shares, the “Merger Consideration”), and (iii) the unvested Cursor restricted stock units and Cursor stock options outstanding immediately prior to the Effective Time were assumed and converted into an aggregate of approximately 29,128,326 Company restricted stock units with respect to the Company’s Class A common stock and approximately 44,365,047 stock options to purchase the Company’s Class A common stock, respectively."（いずれも Item 2.01）— SEC 提出書類より

"Cursor is partnering with SpaceX to accelerate our model training efforts."／"We released Composer less than six months ago as our first agentic coding model."／"After that, Composer 1.5 scaled reinforcement learning by over 20x. Composer 2 then added continued pretraining, reaching frontier-level performance at a fraction of the cost of other models. Each step up in compute has translated to meaningfully more capable models."／"We've wanted to push our training efforts much further, but we've been bottlenecked by compute. With this partnership, our team will leverage SpaceXAI's Colossus infrastructure to dramatically scale up the intelligence of our models."— Cursor 公式ブログより

"Cursor has officially been acquired by SpaceX. This completes the acquisition process that started in April, when we announced our partnership with SpaceXAI to accelerate our model training efforts."（冒頭）— Cursor 公式ブログより

"As previously announced, on June 16, 2026, Space Exploration Technologies Corp. (the “Company”), X67 Inc., a wholly owned subsidiary of the Company (“Merger Sub”), and Anysphere, Inc. (“Cursor”) entered into an Agreement and Plan of Merger (the “Merger Agreement”)"（Item 2.01 冒頭）— SEC 提出書類より

"Cursor has officially been acquired by SpaceX. This completes the acquisition process that started in April, when we announced our partnership with SpaceXAI to accelerate our model training efforts."／"Together with SpaceX, we will push that ambition further. We will have access to the largest fleet of GPUs in the world, giving us the compute to build stronger models that are also more economical to run."／"This means we can provide customers with more capable models at lower cost. Grok 4.6, which we released Wednesday, provides an early look at what we can now build together. SpaceX is building the computing capacity needed to scale intelligence far beyond what exists today. Cursor will be one place where that intelligence becomes useful."— Cursor 公式ブログより