SpaceX Gets an Option on Cursor, Google Ships New TPUs, and Anthropic's Mythos Gets Breached

Today's episode of Tech Brew Ride Home covered a dense set of developments, headlined by SpaceX striking an unusual deal giving it the option to acquire the AI coding startup Cursor for $60 billion. Google unveiled its next-generation TPU lineup and an agent platform at its Cloud Next event. OpenAI shipped ChatGPT Images 2.0 with thinking capabilities. And Anthropic confirmed that its powerful cybersecurity model Mythos was accessed by unauthorized users shortly after its limited release.

The SpaceX-Cursor Deal: Structure, Rationale, and Fallout

The most striking story of the day involves SpaceX and Cursor. According to reporting from The New York Times, SpaceX said on Tuesday that it had struck a deal with the AI coding startup that could result in its acquiring the company for $60 billion. In a social media post, the rocket maker said the combination with Cursor "would allow us to build the world's most useful AI models." The agreement gives SpaceX the option to acquire Cursor later this year for $60 billion — or, alternatively, pay $10 billion "for our work together." The deal comes as SpaceX prepares for what is likely to be one of the largest IPOs ever, potentially as early as June, and it remains unclear whether it would consummate the transaction before or after going p