SpaceX and Cursor AI: Vertical Integration of Software
The most ambitious aerospace company in history isn't buying a launch provider. It's buying the interface where its software is written. When SpaceX acquires a tool like Cursor or a similar AI-native IDE, they aren't just adding a line item to their procurement list. They're attempting to own the actual cognitive process of how their engineers build flight software. I've seen plenty of vertical integration in my time, but this is different. Usually, companies buy the factory or the raw materials. Buying the editor is an attempt to optimize the loop between a developer's thought and the machine's execution. It's a bold move, but it's also a bit weird. There's a fine line between "optimizing the workflow" and creating a proprietary black box that makes it impossible for any one engineer to actually understand the system. The real question is whether this actually speeds up the cadence of launches, or if it just creates a massive depen...