Cursor彻底消失

marsbitPublished on 2026-08-17Last updated on 2026-08-17

Abstract

就在8月15日，AI编程工具Cursor被SpaceX以600亿美元收购，正式成为其一部分，这创造了史上最大规模的创业公司收购纪录。Cursor团队将加入SpaceXAI，共同开发Grok系列产品。这意味着，由4名MIT学生创立的、曾代表中立与极致开发者体验的Cursor作为独立公司的时代宣告结束。此次收购标志着马斯克正构建一个庞大的数据闭环，整合X的文本、特斯拉的路面、SpaceX的工程以及Cursor的编程数据，以强化其在AI时代的竞争壁垒。Cursor的消失也意味着AI应用绝对中立时代的终结，未来可能由少数巨头主导。收购后，Cursor的技术将融入SpaceXAI的产品线，例如新发布的Grok Bot就依托于Cursor的底层支撑。Grok Bot具备多智能体协作、持久化云端运行等能力，旨在与企业级AI代理产品竞争。 Cursor被彻底整合，其品牌可能逐渐被Grok取代。这一事件表明，在通往超级智能（ASI）的道路上，拥有算力、模型和真实工作流闭环的巨头将更具优势，独立的AI应用面临被吞并的命运，全球AI格局或将进入寡头垄断的新阶段。

就在8月15日,Cursor彻底消失!

昨晚,Cursor官方账号亲自官宣:「Cursor,现在是 SpaceX 的一部分。」

SpaceX随后确认:此次收购已经正式完成——它被600亿卖给了马斯克。

这是史上最大规模的创业公司收购案例。

Cursor表示:他们将加入 SpaceXAI 团队,一起开发 Grok、Grok Build、Grok Bot、Grok API,以及 Cursor。

这意味着,从这一刻开始,那个由 4 个 MIT 年轻人在宿舍敲出代码、一路把 AI 编程工具卷到全球最前线的 Cursor,作为一家独立公司的日子,正式成为历史。

那个绝对中立、属于所有开发者的 Cursor,已经彻底消失了。

而马斯克这边,正在打造一个无比恐怖的数据闭环。

从此,他将拥有海量编程数据,赢得未来AI时代最重磅的筹码!

现在,马斯克的生态系统里,有X的文本数据,特斯拉的路面数据,SpaceX的工程数据,Cursor的编码工具。

甚至,未来的特斯拉机器人也会是数据来源之一,加上太空火箭算力,他将拥有极其恐怖的护城河!

马斯克,重新定义ASI的新路线

可以说,SpaceX天价收购Cursor,是一个界定行业拐点的里程碑事件。

从此,AI应用的绝对中立时代终结了!

这件事也告诉我们:在ASI之路上,超级智能的演进绝不会依托于去中心化的应用生态。

那些将庞大算力、底层基础大模型与海量真实工作流整合的垄断闭环,将主导一切。

而对我们这些普通读者来说,传递出的信号也是残酷的——

大家曾经习以为常的「模型中立国」已轰然倒塌。

未来,至少在Cursor这个场景下,自由切换不同顶尖模型(如Claude或GPT)的理想开发环境可能会很稀缺。

显然,在ASI之路上,马斯克的路线与Anthropic和OpenAI截然不同。

如上文所言,他的核心战略,就是垂直整合一切:将SpaceX的Colossus超算的基础设施、xAI的Grok,与Cursor的客户和真实编程数据流无缝熔接。

收购Cursor后,最明显的一个改变是什么?答案很明显。

就在前几天,Grok Bot已经发布。

作为xAI的全新AI队友产品,每个 Bot 拥有自己的云端虚拟机,可以登录你的工具和应用,像真人一样操作;还能全天候(24/7)自主运行多步骤真实任务,关掉电脑也能工作。

另外,它还支持多个 Bot 并行协作、互相传递任务和共享上下文。一位大V实测后表示 ,它最大的惊喜就是这个。

他给其中一个Bot分配了首席幕僚任务,其余的放在一个线程中,让它们互相传递工作,只将需要批准的项目升级。

相比Hermes、ChatGPT Work、Cowork,Grok Bot虽然没那么惊艳,但依然是xAI有史以来最强大的产品。

这个超强产品,背后就是Cursor的身影。可以说,Cursor是Grok Bot 的主要交付平台和底层支撑之一。Grok Bot 的下载、安装、登录、计费和大部分文档,都走的是Cursor 体系。

Grok Bot + Cursor 的组合,本质上是把「持久化云端电脑 + 多 Agent 协作 + 顶尖编程能力 + 大规模算力」捆在了一起。

长期来看,它有网成为 SpaceXAI 在企业 AI 代理市场的核心产品,与 Claude Cowork、ChatGPT Work 正式掰手腕。

在AI Agent这块,Grok终于追上来了。马斯克的600亿,果真没白花。

600亿美元,史上最疯狂的「清桌式」买断

故事其实从几个月前,就已埋下伏笔。

今年 4 月,SpaceX 与 Cursor 签下的协议中,包含一个条款——

SpaceX要么花 100 亿美元继续合作,要么就以 600 亿美元的天价,把 Cursor 整个买下来。

600亿美元,将创造史上最大规模的创业公司收购纪录。

马斯克没有丝毫犹豫,选择了后者。

6月,SpaceX 宣布执行收购。当时整个硅谷都在猜,这么庞大的交易,监管会不会卡脖子?交割会不会拖延?

结果,今天直接落锤。

The Information曾爆料残忍真相:这不是什么保持独立的温情收购,而是一次彻头彻尾的吞并。

在全体员工大会上,Cursor管理层承认:公司将被彻底拆解。

Cursor 那些曾经估值百亿的资产——现金、知识产权、员工、5万家企业客户合同,甚至千万行真实的编程数据流,将全部并入 SpaceXAI 的版图。

从牌桌上的独立玩家,Cursor终于沦为巨头战车上的一个齿轮。

当然,Cursor也获得了好处:它可以使用Colossus这个20万块GPU的超算了。

此前,Cursor表示一直想推进训练工作,但一直受限于算力。

但Cursor的名字,也随之消失。它内部代号Sand的Agent,很可能会顶着「Grok Bot」的名字出场。

心酸的画面是,一位老员工当场质疑:为什么它不能叫Cursor?

几个月前,Cursor CEO还向全员保证,SpaceXAI 极其看重 Cursor 的品牌身份,视其为关键资产。

然而现在,幻想被击碎了。

名字不仅仅是一个代号,它承载的是一种信仰。对于全球无数开发者来说,Cursor 代表的是快、极致的体验和对代码的敬畏。

但现在,它必须为「Grok」这个超级IP让路。

当它换上 Grok Bot、Grok Build 的皮囊时,那个充满极客精神的 Cursor,就已经死去了。

AI时代最伟大童话破灭,ASI格局已变

四年前,4个MIT学生在宿舍里做出了Cursor。

他们证明了一件让所有创业者热血沸腾的事:在大模型时代,你不一定要有自己的模型,或者烧掉几百亿美金去买算力。

只需站在巨人的肩膀上,把工作流做到极致,一样可以成为估值百亿的独角兽。

它给了所有套壳创业者最大的希望,然而今天,这个童话迎来一个马斯克式结局。

或许,任何足够强大的AI应用,最终命运只有两个:要么自己长成巨头,要么被吞噬。

以Cursor的消失为标志,未来的ASI格局已经改变:我们可能需要迎接,越来越多巨头掌控一切的垄断时代。

赢家通吃的终局里,可能不会再有中立的土壤,整个硅谷甚至全球的AI版图,都将彻底沦为几家超级寡头(如微软/OpenAI/SpaceXAI帝国)互相碾压的修罗场。

而马斯克的SpaceXAI,也赢下了通往ASI决赛的门票。

今天起,Cursor不再属于全球开发者。

它属于庞大的SpaceXAI,属于誓要夺取全球AI王座的马斯克。

再见了,独立的 Cursor。

参考资料:

https://cursor.com/cn/blog/joining-spacex

https://x.com/cursor_ai/status/2088249881718919393?s=20

https://x.com/SpaceX/status/2066873915717136548

https://www.bloomberg.com/news/articles/2026-08-14/spacex-completes-its-60-billion-cursor-acquisition

本文来自微信公众号“新智元”,作者:ASI启示录

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429 Total ViewsPublished 2024.12.17Updated 2024.12.17

What is AGENT S

Agent S: The Future of Autonomous Interaction in Web3 Introduction In the ever-evolving landscape of Web3 and cryptocurrency, innovations are constantly redefining how individuals interact with digital platforms. One such pioneering project, Agent S, promises to revolutionise human-computer interaction through its open agentic framework. By paving the way for autonomous interactions, Agent S aims to simplify complex tasks, offering transformative applications in artificial intelligence (AI). This detailed exploration will delve into the project's intricacies, its unique features, and the implications for the cryptocurrency domain. What is Agent S? Agent S stands as a groundbreaking open agentic framework, specifically designed to tackle three fundamental challenges in the automation of computer tasks: Acquiring Domain-Specific Knowledge: The framework intelligently learns from various external knowledge sources and internal experiences. This dual approach empowers it to build a rich repository of domain-specific knowledge, enhancing its performance in task execution. Planning Over Long Task Horizons: Agent S employs experience-augmented hierarchical planning, a strategic approach that facilitates efficient breakdown and execution of intricate tasks. This feature significantly enhances its ability to manage multiple subtasks efficiently and effectively. Handling Dynamic, Non-Uniform Interfaces: The project introduces the Agent-Computer Interface (ACI), an innovative solution that enhances the interaction between agents and users. Utilizing Multimodal Large Language Models (MLLMs), Agent S can navigate and manipulate diverse graphical user interfaces seamlessly. Through these pioneering features, Agent S provides a robust framework that addresses the complexities involved in automating human interaction with machines, setting the stage for myriad applications in AI and beyond. Who is the Creator of Agent S? While the concept of Agent S is fundamentally innovative, specific information about its creator remains elusive. The creator is currently unknown, which highlights either the nascent stage of the project or the strategic choice to keep founding members under wraps. Regardless of anonymity, the focus remains on the framework's capabilities and potential. Who are the Investors of Agent S? As Agent S is relatively new in the cryptographic ecosystem, detailed information regarding its investors and financial backers is not explicitly documented. The lack of publicly available insights into the investment foundations or organisations supporting the project raises questions about its funding structure and development roadmap. Understanding the backing is crucial for gauging the project's sustainability and potential market impact. How Does Agent S Work? At the core of Agent S lies cutting-edge technology that enables it to function effectively in diverse settings. Its operational model is built around several key features: Human-like Computer Interaction: The framework offers advanced AI planning, striving to make interactions with computers more intuitive. By mimicking human behaviour in tasks execution, it promises to elevate user experiences. Narrative Memory: Employed to leverage high-level experiences, Agent S utilises narrative memory to keep track of task histories, thereby enhancing its decision-making processes. Episodic Memory: This feature provides users with step-by-step guidance, allowing the framework to offer contextual support as tasks unfold. Support for OpenACI: With the ability to run locally, Agent S allows users to maintain control over their interactions and workflows, aligning with the decentralised ethos of Web3. Easy Integration with External APIs: Its versatility and compatibility with various AI platforms ensure that Agent S can fit seamlessly into existing technological ecosystems, making it an appealing choice for developers and organisations. These functionalities collectively contribute to Agent S's unique position within the crypto space, as it automates complex, multi-step tasks with minimal human intervention. As the project evolves, its potential applications in Web3 could redefine how digital interactions unfold. Timeline of Agent S The development and milestones of Agent S can be encapsulated in a timeline that highlights its significant events: September 27, 2024: The concept of Agent S was launched in a comprehensive research paper titled “An Open Agentic Framework that Uses Computers Like a Human,” showcasing the groundwork for the project. October 10, 2024: The research paper was made publicly available on arXiv, offering an in-depth exploration of the framework and its performance evaluation based on the OSWorld benchmark. October 12, 2024: A video presentation was released, providing a visual insight into the capabilities and features of Agent S, further engaging potential users and investors. These markers in the timeline not only illustrate the progress of Agent S but also indicate its commitment to transparency and community engagement. Key Points About Agent S As the Agent S framework continues to evolve, several key attributes stand out, underscoring its innovative nature and potential: Innovative Framework: Designed to provide an intuitive use of computers akin to human interaction, Agent S brings a novel approach to task automation. Autonomous Interaction: The ability to interact autonomously with computers through GUI signifies a leap towards more intelligent and efficient computing solutions. Complex Task Automation: With its robust methodology, it can automate complex, multi-step tasks, making processes faster and less error-prone. Continuous Improvement: The learning mechanisms enable Agent S to improve from past experiences, continually enhancing its performance and efficacy. Versatility: Its adaptability across different operating environments like OSWorld and WindowsAgentArena ensures that it can serve a broad range of applications. As Agent S positions itself in the Web3 and crypto landscape, its potential to enhance interaction capabilities and automate processes signifies a significant advancement in AI technologies. Through its innovative framework, Agent S exemplifies the future of digital interactions, promising a more seamless and efficient experience for users across various industries. Conclusion Agent S represents a bold leap forward in the marriage of AI and Web3, with the capacity to redefine how we interact with technology. While still in its early stages, the possibilities for its application are vast and compelling. Through its comprehensive framework addressing critical challenges, Agent S aims to bring autonomous interactions to the forefront of the digital experience. As we move deeper into the realms of cryptocurrency and decentralisation, projects like Agent S will undoubtedly play a crucial role in shaping the future of technology and human-computer collaboration.

1.1k Total ViewsPublished 2025.01.14Updated 2025.01.14

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