SpaceXがCursorの買収を完了、対価は株式で評価額は600億ドル

"CURRENT REPORT"／"Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934"／"SPCX"／"The Nasdaq Stock Market LLC"／"Date: August 14, 2026"／"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"／"based on an implied equity value of Cursor of $60.0 billion"／"(collectively, with the consideration received under (i) and cash received in lieu of fractional shares, the “Merger Consideration”)" — SEC提出書類（表紙・Item 2.01・署名欄）より

"(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" — SEC提出書類（Item 2.01）より

"(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”)"／"(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." — SEC提出書類（Item 2.01）より

"Item 3.02 Unregistered Sales of Equity Securities."／"The issuance of the Merger Consideration to Cursor was completed in reliance upon the exemption from the registration requirements of the Securities Act of 1933, as amended, provided by Section 4(a)(2) thereof as a transaction by an issuer not involving any public offering." — SEC提出書類（Item 3.02）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”)"／"Pursuant to the Merger Agreement, on August 14, 2026 (the “Effective Time”), the Merger became effective"／"The foregoing summary of the Merger Agreement does not purport to be complete and is qualified in its entirety by reference to the full text of the Merger Agreement, a copy of which has been filed as Exhibit 10.1 to the Current Report on Form 8-K filed on June 16, 2026, and is incorporated herein by reference." — SEC提出書類（Item 2.01）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." — Cursor公式ブログ（2026年8月14日）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（2026年4月）より

"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"／"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" — SEC提出書類（Item 2.01）より

"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（2026年4月）より

"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."／"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（2026年8月14日）より

"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." — Cursor公式ブログ（2026年8月14日）より

"For us, that opens a much larger horizon than the one we started with, while keeping the work familiar. We still want to help people with ambitious ideas spend less time writing code and more time solving harder problems." — Cursor公式ブログ（2026年8月14日）より