Cursor
also referred to as: cursor ai
includes Cursor Composer, Cursor Team
97 statements across 58 episodes · 57 bullish · 20 bearish · 35 people on the record · first statement Nov 29, 2024 by Guy Podjarny · said 737 times in 148 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Harry Stebbings (339), Jason Lemkin (69), Rory O'Driscoll (45), Miles Clements (12), Sebastian Siemiatkowski (9), Jerry Murdock (8), Nick Frosst (7), Jason Calacanis (7)
tap a year for its mentions
2026 361 mentions in 72 episodes 5 per episode
- "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
- NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- 64 more episodes that year, every mention in 2026 →
2025 364 mentions in 73 episodes 5 per episode
- Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- 20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
- Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
- Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- 65 more episodes that year, every mention in 2025 →
2024 12 mentions in 3 episodes 4 per episode
- Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
- Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
- Sam Altman: What Startups Will be Steamrolled by OpenAI & Where is Opportunity | E1223 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
Everything said about Cursor, oldest first
Nov 29, 2024 positive
Podjarny: Easiest AI tools fit workflows without needing complete user trust
“When you think about AI solutions as a whole, if I think kind of broader mental framework, the solutions that are easiest to adopt right now are the ones that really don't require any change in how you work today, and they just provide you with some magic, and…”
Dec 18, 2024 positive
Mar 10, 2025 bullish
Mar 21, 2025 bearish
Torres: Cursor's Fast Revenue Growth Is Fragile Due to Low Switching Costs
“The cursors and all that stuff, like you can easily switch to like windsurf and you can switch to this and you can go back to copilot and like, so that revenue could disappear. This is a brand new phenomenon and we do not know how it plays out.”
Apr 3, 2025
Apr 3, 2025 positive
Apr 11, 2025 positive
Apr 11, 2025 positive
Apr 14, 2025 bullish
Apr 24, 2025 neutral
Lemkin: Cursor, Bolt, and Windsurf struggled for years before exploding
“I mean, I know Cursor almost died, right? Bolt almost died, right? And then finally it hit for Cursor. I don't know the whole story of Windsurf. Even Windsurf was Codium before it, right? It wasn't even the same, like everyone talks about Windsurf. 90 days ago…”
Apr 24, 2025 neutral
May 1, 2025 bearish
May 1, 2025 positive
O'Driscoll: Lowering entry pricing for AI tools is shrewd upsell strategy
“Having tiers of pricing where you get lots of people using the base product and then escalating steps of value as you deliver more value probably is the simplified version of quote unquote value pricing in much the same way as open AI has 2202 thousand. Right.…”
May 8, 2025 positive
Lemkin: HubSpot engineers using Cursor are pushing out too many features
“Literally I talked with Yamini wrong on from HubSpot last week. Okay. This is HubSpot. She said now at HubSpot there with cursor, they are pushing out so many features. They can't put them into production anymore. She wasn't kidding. They're there. It said the…”
May 15, 2025 positive
Stebbings: Anthropic and Cursor Venture Investments Would Have Saved FTX
“When you look at FTX, their positions in Anthropic and Cursor actually would have saved them if they had the time to prove that out and they hadn't done the commingling. That would have saved their financial performance with those two investments alone.”
May 19, 2025 positive
May 19, 2025 positive
May 22, 2025 negative
May 23, 2025
May 23, 2025
Harries: Traditional PMs Will Shift Into Growth or Product Engineering
“Yeah, I think PMs move to either growth, so you combine the PM role with marketing, and depending on your size and how strong your engineers are, you do more or less of the PM, or many PMs will actually move towards product engineering, which is they're somewh…”
Jun 2, 2025 positive
Mohan: Cursor succeeded early by prioritizing high-quality UI/UX
“I think for them just actually, I think they took a really good approach on building high quality UI UX. And that actually proved to be what people really loved. And I think that's like very impressive that they were able to do this right off the bat.”
Jun 2, 2025 neutral
Mohan: Non-developer AI coding tools and developer AI IDEs will converge
“I think with time, they're going to need to build out more and more tunables, more and more ways to configure the product with time. But I think for us, if we can deeply understand code, like large code bases, it'll naturally follow that with very little effor…”
Jun 12, 2025 negative
Lemkin: AI spending is actively cannibalizing legacy SaaS budgets
“If cursor did almost half a million, half a billion dollars in revenue in the same time, It sucked up an enormous amount of that dollar that would have gone to Okta and Salesforce, right? Five hundred million. That's a lot in that period of time, right? So AI …”
Jun 20, 2025 bullish
Jul 3, 2025 bullish
Jul 14, 2025 positive
Tenev: AI generates the majority of new code at Robinhood
“We've moved from, you know, GitHub Copilot, which is an auto-complete system, to Cursor, and now things like Windsurf, where, I mean, nearly all of the code is, is written by AI, and the adoption rate within engineering for us is, You know, close to a hundred …”
Jul 17, 2025 bullish
Jul 17, 2025 bullish
Jul 24, 2025 bullish
Jul 28, 2025 bullish
Aug 11, 2025 positive
Mignot: Workflow-integrated AI tools achieve significantly higher user retention
“Especially if it's inserted inside their workflow, you know, Cursor is a good example, you know, we've made a bunch of those type of investments, then in all likelihood, even if the numbers didn't show it yet, in all likelihood, the stickiness of that product …”
Sep 1, 2025 positive
Sep 4, 2025 positive
Sep 15, 2025 bullish
Sep 15, 2025 positive
Oct 17, 2025 positive
Oct 17, 2025 negative
Nov 14, 2025 positive
Nov 20, 2025 neutral
Nov 20, 2025 bullish
Nov 24, 2025 bullish
Shlomo: AI apps can fix low margins by training proprietary models post-distribution
“Kerser came out, I think it was two weeks ago, or maybe a few weeks ago with their own model, right? Composer. And this is like an, a nice way to like think about strategy of those types of businesses. So think about Kelsa, right? I don't know how the margins …”
Nov 24, 2025 negative
Shlomo: AI software building is not a winner-take-all market
“Software building as a category is gonna grow insanely fast. I think our notion from the previous age of venture capital where a winner takes it all is wrong. And I think this category is going to be so big that everybody will take a niche at some point.”
Dec 4, 2025 negative
Lemkin: Anthropic Solved AI Coding; Cursor and Replit Just Grafted On
“Claude figured that out. Cursor didn't figure this out. Replit and Lovable and Bolt didn't figure it out. I can tell you the story. Claude figured it out. Anthropic, the guys, you know, once they quit OpenAI, they figured it out and everyone grafted on this, i…”
Dec 18, 2025 bearish
Jason Calacanis: Cursor will maim Figma and SaaS incumbents by lowering NRR
“I think the bigger risk for so many vendors is that it maims Figma... HubSpot and box and even anthropic using it, they don't leave, they renew, they don't buy as many seats, right? Because the team is also using cursor, but of course they don't churn. The log…”
Jan 11, 2026 positive
Harries: AI will push product managers into growth or product engineering
“Yeah, I think PMs move to either growth, so you combine the PM role with marketing, and depending on your size and how strong your engineers are, you do more or less of the PM, or many PMs will actually move towards product engineering, which is they're somewh…”
Jan 15, 2026 positive
Jan 31, 2026 bearish
Feb 9, 2026 bearish
Feb 9, 2026 bullish
Acharya: AI dev tools Cursor, Codex, and Claude Code will all grow
“The desire and demand for software, both to make it and to consume it, is dramatically more than the supply that we have today, and I think there is a developer and developer adjacent archetype for whom Cursor is going to be perfect, Codex as an app, Codex as …”
Feb 9, 2026 bullish
Anish Acharya: Early AI market leaders from 2023-2024 have maintained their dominance
“In this product cycle, what's actually interesting is a bunch of the early leaders from 23 and 24 have maintained their lead. You know, we talked about Harvey. That's a really impressive company. You know, Gamma is a really impressive company. You know, Cursor…”
Feb 28, 2026 bullish
Jerry Murdock: Cursor will pivot strategy toward autonomous AI agents
“Now, my view is, yeah, well, but that team is really smart. They've got a lot of money and a lot of customers. They've got time to embrace autonomous agents, which is what I think they'll do. And they've got shots to pivot and figure out what the next directio…”
Feb 28, 2026 bearish
Mar 5, 2026 neutral
Mar 5, 2026 positive
Mar 5, 2026 bullish
Mar 9, 2026 bullish
Clements: AI coding leads other verticals due to quick and durable value
“The reason that I think coding has become like the vertical in AI is because it shines on both dimensions. Like you can start using cursor in an afternoon and by that evening, like you're 10 times more productive. The time to value is very short. And then the …”
Mar 9, 2026 bullish
Mar 9, 2026 bullish
Mar 9, 2026 bullish
Mar 9, 2026 bullish
Mar 9, 2026 bullish
Mar 9, 2026 bullish
Apr 11, 2026 positive
Reyna: OpenAI, Anthropic, and Cursor are enterprise AI's only blue-chip brands
“I think, like, the two companies that today have been able to make it is, or three companies, if you want, OpenAI, Anthropic, full respect for them, Cursor. The three of them, I think, for me, are, like, Cursor has killed enterprise unbelievably well. Yeah, th…”
Apr 16, 2026 bearish
O'Driscoll: Cursor loses money despite generating $4M per employee
“Cursor does four million per employee. Salesforce does 700 per 700,000 per employee. Oh, Cursor must be more efficient. Well, it turns out Salesforce has 30% operating margins and Cursor's losing a lot of money. Why? Because they spend a whole ton on tokens, r…”
Apr 23, 2026 bearish
Apr 23, 2026 bullish
Apr 23, 2026 bearish
Apr 23, 2026 bearish
Apr 23, 2026 neutral
Apr 25, 2026 positive
Masad: Enterprise customers rarely replace AI coding tools unless they fall behind
“Cursor has done well at enterprise sales. And enterprise is a very sticky customer and once they adopt something, it has to really fall tremendously behind, perhaps like GitHub Copilot, in order for people to replace it.”
Apr 27, 2026 positive
Apr 30, 2026 bullish
May 26, 2026
Feldman says Jensen Huang overrode Nvidia lawyers to adopt AI tool Cursor
“I think what's happening is the leaders are tipping. I think even Jensen told a story that, that he was battling with his own internal lawyers around the use of, I think it was cursor, and finally he just decreed. We're gonna do it. And I think I got that righ…”
Jun 6, 2026 neutral
Jun 6, 2026 bullish
Jun 6, 2026
Lauritsen: Claude and Cursor generate over 50% of Legora's code
“Actually, I took a look recently, and it's Claude and Cursor on the top, and there's like, I think it's like two percent between them. So they are really, really close. And then it's, you know, miles above the next engineer. So they're way above 50%.”
Jun 6, 2026 negative
Jun 11, 2026 positive
Jul 11, 2026 bullish
Stebbings: AI developer tools like Cursor remain dramatically underpriced
“So no, I don't at all for Cursor or for any of the dev tools. I think it's still dramatically underpriced. When you look at Mark Benioff spending three hundred million on Anthropic, it's 3.7% of developer salaries. I think that's relatively small.”
Jul 20, 2026 neutral
Jul 23, 2026
O'Driscoll: OpenAI and Anthropic training data spend exceeds non-Cursor AI app revenues
“There's probably more money being spent on training data for the foundation models, you know, the Mercosurge and that, than pretty much any app company outside of Cursor. In fact, probably the sum of all the apps companies outside of Cursor, right, you know, a…”
Aug 7, 2026 bullish
Stebbings: The $1 Billion Valuation Has Become the New Series A Standard
“I think a billion dollar valuation is the new series, eh? And you're like, whoa, Harry, whoa, whoa, kiddo, calm down, listen to the facts. We used to do a fifty million post and hope it would become a 1,000,000,020 x, without dilution, blunt. Now, you enter at…”
Aug 20, 2026
Lemkin: Runner-Up Startups Get Acquired When Number One Is Taken
“That's how number two and number three get bought. Not because there's a panic for land grab, but because I didn't get what I wanted, right? That, that, that's when you got to be really thoughtful as number two because that that's when you get bought as number…”
Aug 20, 2026 bearish
Aug 20, 2026
O'Driscoll: Price hardly matters in winning VC deals unlike PE buyouts
“In venture deals, if you're in the right thing, it almost doesn't matter what you paid. You see cursor for details, see open router for details, right? This is the exact opposite. This is fine, precise financial engineering. If you're wrong by 20%, 30% on pric…”
Aug 20, 2026 bullish
Aug 20, 2026
Stebbings: SpaceX closes $60B takeover of Cursor
“SpaceX closes the sixty billion dollar all stock takeover of cursor, minting thousand X returns for the likes of Alipartovia Neo. Open AI startup fund is a mega winner who invested six to eight million dollars very early, which Rory, I thought of you when you …”
Aug 22, 2026 neutral
Murdock: Baseten's Deal With Cursor Yielded Scale but Little Profit
“I think cursor was pretty smart in the base 10 contracts from last year with cursor. I don't think there was much profit in it for a base 10. They just got revenue and they got scale from it, but they didn't get a lot of earnings.”
Aug 24, 2026 bullish
Cursor Is the Best AI Agent Startup Outside Sequoia's Portfolio
“It's probably cursor. One, they're in one of the most important markets. But second, where there was a lot of chatter around AI wrappers, they were the first company to really understand that you could post train models and actually be, go deeper into the stac…”
Aug 29, 2026 bullish
Aug 29, 2026 bearish
Reyes: Enterprises will hesitate to adopt Cursor due to model lock-in
“However, I do think for that, most of the enterprises are going to have a second look at the idea of sort of seeding their software development lifecycle to a provider who is one, likely to be model locked, and two has an existing sort of history or pattern of…”
Aug 29, 2026 neutral
Reyes: Enterprises View Cursor as an IDE, Not a Development Strategy
“I don't think that anyone really perceives cursor to be their primary enterprise software development strategy as much as an IDE, which is I think still a great business because they're still going to get a lot of usage, but that sort of is how I see them.”
Aug 29, 2026 bearish
Reyes: Cursor will struggle to stay model-independent and orient around Grok
“It's going to be a very hard story to become Model independent, or rather stay model independent when you're attached to a model lab. So they're going to want to push Grok, the models, the products are going to become increasingly oriented around Grok, and tha…”
Sep 3, 2026 neutral
Cursor and OpenAI Were Doomed to Clash Over AI Coding Economics
“Cursor and OpenAI were on a collision course already competitively because As we've discussed over and over again, and as I repeat every Monday in my partner meeting, coding was the model load, right, for LLMs, and Cursor is the dominant coding app, and OpenAI…”
Sep 3, 2026 positive
Sep 3, 2026 positive
OpenAI Made the Right Strategic Decision in Cutting Off Cursor
“My guess is this was the right move for open AI. Like you go from someone that was both a partner and a competitor, right. And keeping them honest to someone that's now a direct competitor. And if it's only five percent anyway, Sam's losing no money. There's n…”
Sep 7, 2026 bearish
Greze: AI wrappers face broken economics paying suppliers 70% margins to compete
“And the problem with the frontier is, I have zero pricing power at the frontier. And I mean, I think this is what happened to Cursor, right, at the end. It's like, you can have huge market share and customers love you and everything, but if you're paying your …”