Cursor, every mention

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every year anyone Harry Stebbings 339Jason Lemkin 69Rory O'Driscoll 45Miles Clements 12Sebastian Siemiatkowski 9Jerry Murdock 8Nick Frosst 7Jason Calacanis 7Immad Akhund 5Guy Podjarny 5

Verbatim, from the transcripts: the passages where Cursor comes up

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Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town Sep 10, 2026 · 1 mention

  • ▶ 10:55 Jason Lemkin They, those, if, if GrokBot was built in five weeks by the cursor team or whatever, I think the Manus team could have done it in between four and six, but, uh,

Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble Sep 7, 2026 · 6 mentions

How to Build Your Own Data Center & Why Every Startup Should Do It Sep 5, 2026 · 3 mentions

NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation Sep 3, 2026 · 14 mentions

Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive Aug 29, 2026 · 11 mentions

Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated Aug 27, 2026 · 6 mentions

  • ▶ 5:02 Rory O'Driscoll It's what we're talking about last week in Cursor, and I'm sorry if I'm rambling a little.
  • ▶ 21:59 Jason Lemkin The related thing I was thinking on that crawl data, you know, if you go back to cursor, right, uh, sixty billion we talked about last week, this was one of the classic ones where the VCI VCs were right. 5 times in the scene

Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek Aug 24, 2026 · 1 mention

The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock Aug 22, 2026 · 5 mentions

Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue? Aug 20, 2026 · 32 mentions

  • ▶ 0:00 Harry Stebbings SpaceX closes the sixty billion dollar all stock takeover of Cursor.
  • ▶ 1:12 Harry Stebbings SpaceX closes the sixty billion dollar all stock takeover of cursor, minting thousand X returns for the likes of Alipartovia Neo. 15 times in the scene
  • ▶ 15:04 Jason Lemkin I wanted to buy cursor. 3 times in the scene
  • ▶ 17:29 Rory O'Driscoll And again, it's, it's, it's, it's some version of the same thing as the cursor comment. 3 times in the scene
  • ▶ 33:44 Rory O'Driscoll You get a free pass, and it's like, it's the same thing we said about Cursor.
  • ▶ 50:44 Rory O'Driscoll You see cursor for details, see open router for details, right?
  • ▶ 1:03:17 Jason Lemkin I do think today, I know the engineers and developers will mock me for saying this, but I do think that they deserve us, arguably a somewhat similar to be in the cursor conversation. 7 times in the scene
  • ▶ 1:15:54 Jason Lemkin I mean, if Martin Casato had to step off the board of Fivetran after exiting cursor at sixty billion, it's probably okay given their position in Databricks.

Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab Aug 12, 2026 · 1 mention

  • ▶ 19:17 Rory O'Driscoll Some of the coding tools, I think even, they didn't have a big business, but I think Windsurf and even, um, come on, Cursor were doing something else right at the start, but because they were super small, they pivoted in 22 really fast.

OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic Aug 9, 2026 · 2 mentions

  • ▶ 29:54 Alex Atallah Cursor has a model.
  • ▶ 45:41 Harry Stebbings Speaking of the apps and the model set, claw code, cursor, bundle, model, and harness, is the router absorbed into the agent framework before it ever has the chance to be independent when you have the agent and the harness together?

The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel Aug 7, 2026 · 1 mention

Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks Jul 29, 2026 · 2 mentions

Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy Jul 27, 2026 · 2 mentions

  • ▶ 22:51 Matt Murphy And, you know, look, cursor was about as in the crosshairs of anthropic as possible. 2 times in the scene

Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal Jul 23, 2026 · 8 mentions

The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao Jul 20, 2026 · 10 mentions

  • ▶ 26:41 Lin Qiao Cursor probably is one of the pioneers starting to tune their model, and now almost all coding companies tune their own models. 2 times in the scene
  • ▶ 32:47 Harry Stebbings You said cursor being the front runners in terms of how innovative they've been. 2 times in the scene
  • ▶ 37:46 Harry Stebbings How do you think about the concern of a cursed churn in the wake of a SpaceX acquisition? 3 times in the scene
  • ▶ 44:20 Lin Qiao So, um, but I think at the early stage, that's why I give, tell you an interesting story, uh, in the coding space, we, I would say Cursor is the first company they have decided to work with us early on. 2 times in the scene
  • ▶ 1:14:06 Harry Stebbings We used to be in the day where Slack was the golden child, where, like, one to ten million in revenue in 18 months was, like, amazing, and now we have companies like Fireworks, where you scale to eight hundred million in revenue in a…

Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings Jul 16, 2026 · 1 mention

⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings Jul 11, 2026 · 1 mention

Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings Jul 9, 2026 · 1 mention

  • ▶ 35:33 unnamed speaker But does the market really believe, over the medium term, you're going to be an AI model provider using cursor, being, you know, top to bottom, you know, state-of-the-art model, right?

Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings Jul 2, 2026 · 4 mentions

  • ▶ 11:01 Jason Lemkin Um, and that led to the early folks that got whiplash, like cursor having to go open source really early.
  • ▶ 21:54 Jason Lemkin You ain't going to stop China from doing it for a million reasons, but just put it into what cursor and Harvey are doing. 3 times in the scene

How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings Jun 27, 2026 · 1 mention

DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings Jun 25, 2026 · 2 mentions

  • ▶ 50:08 unnamed speaker To grab the ground, like a paid cursor to grab the ground. 2 times in the scene

Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings Jun 20, 2026 · 2 mentions

  • ▶ 24:54 Harry Stebbings But then you would say that we are not seeing the productivity gains in logistics that we are seeing in software creation, because if we were, you'd be seeing revenue scaling in logistics like you have done for a Cognition or a Cursor.
  • ▶ 25:50 Ryan Petersen They, they choose, um, I think they're still more, they're still more habit formed on Claude, but, um, they use Codex, we, we're cursor users, we use everything, um, as an enterprise, we've been more Gemini, uh, because we're Google Docs…

Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings Jun 18, 2026 · 6 mentions

  • ▶ 7:29 unnamed speaker Uh, you know, we can talk in a second about Cursor, where I believe Benchmark has a stake. 6 times in the scene

Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings Jun 15, 2026 · 1 mention

OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings Jun 13, 2026 · 1 mention

  • ▶ 1:02:43 Harry Stebbings I would love just your thoughts on some market composition that I'm struggling with, which is like when you look at cognition, you look at Claw Code, you look at Kodak, you look at Cursor now with Grok.

SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings Jun 11, 2026 · 7 mentions

  • ▶ 13:01 unnamed speaker When was the cursor C check written again? 2 times in the scene
  • ▶ 39:48 Harry Stebbings So, I, again, big milestones for Lovable and Cursor this week. 2 times in the scene
  • ▶ 50:59 Harry Stebbings Did Elon have the acquisition of the year buying cursor for what will be 10 times end of year revenue? 3 times in the scene

Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings Jun 8, 2026 · 2 mentions

  • ▶ 10:20 unnamed speaker And then like at this, at the same time, like Kurshtar started growing.
  • ▶ 41:53 unnamed speaker Uh, uh, when we see this, uh, uh, trajectories of some companies like Anthropic and Cursor and Cognition and Coding, and now we see, start seeing in other verticals as well, uh, some

Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings Jun 6, 2026 · 16 mentions

  • ▶ 2:44 unnamed speaker It's Cloud Code, it's Cursor. 6 times in the scene
  • ▶ 10:29 unnamed speaker Actually, I took a look recently, and it's Claude and Cursor on the top, and there's like,
  • ▶ 33:23 unnamed speaker A new engineer will just ask their code code or their cursor about all their questions.
  • ▶ 36:40 unnamed speaker This is actually where I think cursor has 8 times in the scene

Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings Jun 4, 2026 · 4 mentions

  • ▶ 2:02 Jason Calacanis Cursor acquired for sixty billion in four years, assuming the deal closes, ok?
  • ▶ 30:25 Harry Stebbings Was Cursor at three billion ARR cheap then, if that was priced at 60?
  • ▶ 52:30 unnamed speaker If I were building a, I mean, I don't like to call the cognitions the curses of this, or the harness company, but having something that was great for the engineers, but gave peace, some kind of peace of mind,
  • ▶ 1:10:09 Jason Calacanis The sixty billion dollar cursor acquisition, the, the SpaceX IPO, the, the whatever, the bankruptcy, the stress, and so the, you know, these, that's why these lawyers can charge up to 10,000 dollars an hour now because, uh, the, the…

Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings May 26, 2026 · 1 mention

  • ▶ 41:12 Andrew Feldman I, I think even Jensen told a story that, that he was battling with his own internal lawyers around the, the use of, I think it was cursor, and finally he just decreed.

Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow · 20VC with Harry Stebbings May 23, 2026 · 1 mention

  • ▶ 1:10:33 Harry Stebbings And then everyone looks at an X and a cursor and goes, wow, look at these big guys paying the money.

Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings May 21, 2026 · 1 mention

  • ▶ 1:26:34 Jason Lemkin If it does happen tomorrow, we might have to do another supplemental podcast like Cursor.

The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings May 16, 2026 · 1 mention

  • ▶ 19:45 Harry Stebbings Why did you decide to build your own models when Cursor did, and TBD on whether that was actually effective, when you have the historical precedents that say, actually,

Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings May 14, 2026 · 2 mentions

  • ▶ 8:58 unnamed speaker So the combination of this and cursor, I think they've taken X.ai from a two hundred and fifty billion dollar, which is what they paid for it in SpaceX stock, which is astonishing, from kind of a, huh, why are you doing this to, okay, I… 2 times in the scene

Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings May 9, 2026 · 7 mentions

Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings May 7, 2026 · 1 mention

  • ▶ 20:27 Rory O'Driscoll Grok is obviously nowhere until it gets cursor done, and even the open sources, when you rec, I mean, you, you do see people using them, and you do see the Palantir perspective, which is you can get something done with the open source,…

Inside Clay's Sales Playbook | Becca Lindquist · 20VC with Harry Stebbings May 2, 2026 · 3 mentions

  • ▶ 1:05:19 Becca Lindquist You see, um, I don't know if you, if you saw, uh, Brian McCarthy just joined Cursor from Rubric, right? 3 times in the scene

Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings Apr 30, 2026 · 1 mention

AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings Apr 27, 2026 · 2 mentions

  • ▶ 34:01 Harry Stebbings What does your team use internally engineering wise, cursor or clock code? 2 times in the scene

Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings Apr 25, 2026 · 9 mentions

Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings Apr 23, 2026 · 22 mentions

  • ▶ 0:00 Jason Lemkin I'm not sure they're buying them for sixty billion. 2 times in the scene
  • ▶ 1:13 Harry Stebbings And so last night it was announced that Cursor was, Rory, you're going to correct me whatever I say, so I'm just going to do it and you can correct me. 10 times in the scene
  • ▶ 15:13 Rory O'Driscoll Um, cursor, congratulations. 5 times in the scene
  • ▶ 21:22 Rory O'Driscoll This is a break-even gross margin business, but it worked, because the overarching comment is, AI is the biggest story of the last five years, and big tech wants to be a player, and cursor's a player in the biggest markets. 5 times in the scene

SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings Apr 16, 2026 · 8 mentions

  • ▶ 22:28 unnamed speaker As the lovable replet guru here, look, I mean, Claude Code is clearly directly competitive with Cursor, and then you have this slightly different segment.
  • ▶ 45:23 unnamed speaker And, um, you know, if you can just do better than the, the Kimi open source, et cetera, stuff cursor's doing, it might be worth it just for that.
  • ▶ 1:11:17 unnamed speaker Like someone like a cursor has very low employee count, but very massive gross margin count, right? 5 times in the scene
  • ▶ 1:21:58 unnamed speaker But I mean, great.

The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings Apr 14, 2026 · 1 mention

ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings Apr 11, 2026 · 1 mention

  • ▶ 38:46 unnamed speaker 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.

OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings Apr 2, 2026 · 1 mention

  • ▶ 31:17 unnamed speaker And not only does this happen, then cursor is selling it again and recognizing the revenue, right?

Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings Mar 26, 2026 · 4 mentions

  • ▶ 3:24 unnamed speaker And what I mean is in some ways this felt to me like the cursor debate, because if we walk into our portfolio companies, barely anyone's using cursor today in, in my own portfolio. 4 times in the scene

Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral · 20VC with Harry Stebbings Mar 14, 2026 · 1 mention

  • ▶ 36:28 Harry Stebbings You know, when, especially when you look at like the switch from cursor to claw code for a lot of developers, it's almost been overnight for a lot of them.

Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings Mar 12, 2026 · 1 mention

  • ▶ 18:24 Jason Lemkin Then take multiple agents running in parallel, which is everything cursor is about.

"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings Mar 9, 2026 · 26 mentions

  • ▶ 0:14 Harry Stebbings Myles helps lead Excel's growth investing practice, where he's buying some of the best in the business, including Atlassian, Linear, Cursor, and many more.
  • ▶ 2:19 Miles Clements Like you can start using cursor in an afternoon and by that evening, like you're 10 times more productive. 2 times in the scene
  • ▶ 2:39 Harry Stebbings Jerry Murdoch on the show said from Insight the other day, uh, not me, but like overheard from my portfolio, um, no one's using Cursor anymore, everyone's using Claw Code, we just saw Chamath tweet last night, we're gonna have to move off… 12 times in the scene
  • ▶ 5:52 Harry Stebbings They are fundamentally challenged because of their reliance on, bluntly, Anthropic and their models, and what that does in terms of cost inflation for end users of Cursor. 11 times in the scene
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