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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"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings Mar 9, 2026 · 14 mentions

  • ▶ 8:58 Miles Clements And we think they have that aspiration. 8 times in the scene
  • ▶ 17:10 Harry Stebbings When we said about Cursor, I liked your description of, like, the platform company for engineers, and I see it, and I see that grand play, but then it kind of goes against something that we kind of noted down before you said, who will win… 3 times in the scene
  • ▶ 31:21 Harry Stebbings And it makes sense from opportunity cost of capital to put your money there versus just putting another hundred million into cursor.
  • ▶ 56:04 Miles Clements I've gotten to work with Miles Grimshaw through the cursor board, which has been a great experience.
  • ▶ 57:58 Miles Clements He's deeply technical and, um, very thoughtful, was instrumental in their finding the, the cursor investment.

Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings Mar 7, 2026 · 1 mention

  • ▶ 57:17 Harry Stebbings If they are able to put two, three billion into Cursor or into Databricks, you can very much.

Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings Mar 5, 2026 · 26 mentions

  • ▶ 59:40 unnamed speaker And you look at the trend today, you look at the revenue per employee at someone like a cursor.
  • ▶ 1:02:52 Harry Stebbings I speak to everyone about their product teams and their engineering teams, and everyone has moved off Cursor and moved to Claw Code. 10 times in the scene
  • ▶ 1:08:33 unnamed speaker I think there was a quote or something from someone, a cursor. 11 times in the scene
  • ▶ 1:13:40 unnamed speaker And again, this is obvious, but just to say it, how, if you looked at the cursor story, I mean, he spelled it out in that kind of post, which I thought was very good. 4 times in the scene

Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings Mar 2, 2026 · 2 mentions

The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings Feb 28, 2026 · 8 mentions

  • ▶ 0:00 Jerry Murdock Most of the companies, their view, as they've told me, is cursor is obsolete.
  • ▶ 4:19 Harry Stebbings What does that mean for Cursor, a 27 to thirty billion dollar company that's raised a lot of money?
  • ▶ 4:26 Jerry Murdock So for most of the companies I just mentioned, their view, as they've told me, is Cursor is obsolete. 6 times in the scene

Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings Feb 23, 2026 · 1 mention

OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings Feb 21, 2026 · 2 mentions

  • ▶ 22:38 Harry Stebbings Providers, whether it was Cursor or ClawCode or Codex.
  • ▶ 25:32 Harry Stebbings Programs to ensure that people stay with Codex, and they don't flip to Cursor when there's a better model or Clawcode when there's a better model.

Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings Feb 16, 2026 · 9 mentions

Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings Feb 12, 2026 · 1 mention

  • ▶ 6:07 Rory O'Driscoll You look at cursor, it's doing a billion dollars in revenue, but it's pretty much the same billion dollars.

a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings Feb 9, 2026 · 5 mentions

20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen Feb 7, 2026 · 2 mentions

  • ▶ 32:39 Harry Stebbings But it's also not just like, there's vibe coding, and then there's also obviously like Claude Code and Cursor, which it's not really vibe coding.
  • ▶ 42:35 Harry Stebbings You know, it seems kind of, you're either hot and sexy, like Anthropic or OpenAI or Cursor or any of these companies, and then like all the talent concentrates there, or you're not.

The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI Feb 5, 2026 · 1 mention

Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy Feb 2, 2026 · 1 mention

  • ▶ 14:26 Harry Stebbings When you look at the opportunity costs that large, great funds have today when they're investing large amounts of money into the follow on rounds of our companies, they can be in a cursor that goes to a billion faster than ever.

20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix Jan 31, 2026 · 4 mentions

Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings Jan 29, 2026 · 1 mention

Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All? · 20VC with Harry Stebbings Jan 26, 2026 · 3 mentions

Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings Jan 19, 2026 · 1 mention

20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman Jan 16, 2026 · 6 mentions

Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings Jan 15, 2026 · 20 mentions

  • ▶ 4:40 unnamed speaker And it's birth, cursor, and lovable, and replit, 14 times in the scene
  • ▶ 21:56 unnamed speaker There's no way you would use them in, in cursor or for coding. 4 times in the scene
  • ▶ 1:06:48 unnamed speaker And when Replit launches a product as good as, as Cursor or WorkOS, I'll immediately delete it. 2 times in the scene

Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings Jan 12, 2026 · 1 mention

20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs Jan 11, 2026 · 2 mentions

  • ▶ 52:10 Luke Harries They can actually upskill themselves using tools like Cursor or Lovable, and actually go and ship full end-to-end products. 2 times in the scene

20Sales: Why the Best Sales People are F**** in the Head | Why Remote Work is BS | Why Europe is a Nightmare for Recruiting Sales Teams | How to Build a Sales Machine | What Everyone Gets Wrong Today in Sales with Chad Peets Jan 9, 2026 · 1 mention

Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings Jan 8, 2026 · 1 mention

  • ▶ 1:25:13 Rory O'Driscoll But the grinder, twenty-two-year-old at MIT, like take the guy who founded Cursor, he knows the five people in his class who were smart and the 95 who didn't grind, and he's only going to hire the ones who were smart.

Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings Dec 22, 2025 · 7 mentions

  • ▶ 1:43 unnamed speaker Without this, we have no lovable, no vacations to Greece, no replet, no cursor that really works, no gamma. 2 times in the scene
  • ▶ 10:20 unnamed speaker Um, first money into cursor, ok? 4 times in the scene
  • ▶ 1:10:43 unnamed speaker It doesn't really matter if, if cursor got to twenty seven billion with 300 employees.

20Product: On Running's CPO on How to Create Emotion Through Product | Why 99% of Products Fail and How to Create Cults Around Products | The Biggest Product Mistakes On Have Made & Lessons Learned with Gérald Marolf Dec 19, 2025 · 2 mentions

  • ▶ 2:48 Harry Stebbings You can teach your organizational standards using your own custom instructions, such as cursor or clawed rules, and enforce them on every PR.
  • ▶ 55:32 Harry Stebbings You can teach your organizational standards using your own custom instructions, such as cursor or clawed rules, and enforce them on every PR.

Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings Dec 18, 2025 · 25 mentions

SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings Dec 11, 2025 · 4 mentions

  • ▶ 1:06:38 Jason Lemkin We, we, we, we talk about a couple LMs, but like so many of the, the high hot companies use their own LMs and their Chinese models, cursor zone model, Chinese model windsurf. 4 times in the scene

Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings Dec 8, 2025 · 1 mention

  • ▶ 1:30 Tarek Mansour I think Anthropik is growing faster, and I'm not sure about Merkur and Cursor, but we're, you know, growing at that sort of, at that pace, at that rate.

20VC: Inside Bending Spoons Acquisition Machine: Evernote, Eventbrite, Vimeo | How Evernote Evaluates Acquisitions and New Product Ideas | How Evernote Mastered Product Launches, User Retention and Monetisation with Federico Simionato Dec 5, 2025 · 7 mentions

  • ▶ 0:56 Harry Stebbings Such as cursor or clawed rules, and enforce them on every PR.
  • ▶ 25:32 Federico Simionato When I was working on Evernote, I still am a lot, but, but when I was focusing only on Evernote, we didn't have lovable cursor and these tools. 2 times in the scene
  • ▶ 1:00:21 Harry Stebbings Claude Code or Cursor? 3 times in the scene
  • ▶ 1:03:45 Harry Stebbings You can teach your organizational standards using your own custom instructions, such as cursor or clawed rules, and enforce them on every PR.

Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings Dec 4, 2025 · 4 mentions

  • ▶ 12:07 Jason Lemkin Like literally we could fire up our cursor lovable replet and just build an app right now while we're here and access our Salesforce data.
  • ▶ 29:45 Jason Lemkin Or cursor charging 500 dollars a month when I pay three dollars, um, for Jira.
  • ▶ 1:02:51 Jason Lemkin Cursor didn't figure this out. 2 times in the scene

Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings Dec 1, 2025 · 4 mentions

  • ▶ 32:28 Jonathan Siddharth So this human underwriter that's about to, um, use this model to evaluate, um, these medical histories, you might want to build a cursor like interface for them so that they can work alongside the AI to do their job.
  • ▶ 47:24 Jonathan Siddharth Uh, Andre Karpathy like articulated this first, um, when talking about why cursor works so well, because it's not designed for full autonomy. 3 times in the scene

20Sales: John McMahon on How to Hire, Train & Retain the Best Sales Reps | How Sales Changes in a World of AI | Sales Lessons from Snowflake and MongoDB | How to Create and Drive a Sales Process with Urgency Nov 28, 2025 · 1 mention

  • ▶ 6:01 Harry Stebbings But if we look at the domination of PLG products that are now pervading their way into enterprise, like a cursor, or like an OpenAI and ChatGPT, which obviously have enterprise editions, does that not fundamentally change the way that we…

Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings Nov 27, 2025 · 5 mentions

  • ▶ 40:31 Harry Stebbings Cursor and Anthropic. 2 times in the scene
  • ▶ 1:15:30 Jason Lemkin Like if you can do the cursor, I know we all hate the cursor of whatever pitch, but somewhat a lot of folks say they built the curse of marketing. 2 times in the scene
  • ▶ 1:20:58 Jason Lemkin But we, and it seems, you know, it seems almost quaint compared to Cursor, but maybe it ends up being one of the greatest, you know, deals, smartest deals of all time, right?

Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings Nov 24, 2025 · 15 mentions

Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings Nov 20, 2025 · 23 mentions

  • ▶ 1:42 Harry Stebbings Um, but I want to start on some very exciting news for Cursor. 11 times in the scene
  • ▶ 15:55 Harry Stebbings So I think Codex is going to have 60%, Anthropix is going to have 20%, and Curse is going to have 20%, for example. 4 times in the scene
  • ▶ 31:54 unnamed speaker Cause like this is a company cursor. 2 times in the scene
  • ▶ 1:13:30 unnamed speaker It's kind of a bummer, despite, you know, cursor hitting a thirty billion in 22 months.
  • ▶ 1:21:50 Harry Stebbings Uh, would you rather invest in Cognition at twelve billion or Cursor at twenty-nine billion? 5 times in the scene

20Product: How AI Changes Product Design | Does the Design Phase Become Irrelevant in a World of Vibe Coding | The Five Pillars of Truly Great Product Design with Carl Rivera, Chief Design Officer at Shopify Nov 14, 2025 · 9 mentions

  • ▶ 0:47 Harry Stebbings You can teach your organizational standards using your own custom instructions, such as cursor or clawed rules, and enforce them on every PR.
  • ▶ 34:11 Carl Rivera And you'll have cursor or whichever tool you use build that for you. 3 times in the scene
  • ▶ 37:07 Harry Stebbings Is it cursor? 4 times in the scene
  • ▶ 1:09:39 Harry Stebbings You can teach your organizational standards using your own custom instructions, such as cursor or clawed rules, and enforce them on every PR.

Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings Nov 13, 2025 · 6 mentions

  • ▶ 3:11 Jason Lemkin It's about AI and missing cursor and missing these deals. 2 times in the scene
  • ▶ 29:22 unnamed speaker Take a, take cursor as a horizontal product.
  • ▶ 34:25 unnamed speaker I think it emerged Curser, I think it emerged, ah, you know, kind of Winsurf, and then to a different extent Cognition, by the B, and it was obvious that those were the names. 3 times in the scene

Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings Nov 10, 2025 · 7 mentions

Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings Nov 6, 2025 · 2 mentions

  • ▶ 58:29 Jason Lemkin At the same time, what we're all learning now, we feel like it's late with all the stuff we talked about, the cursors and replets and levels and Sierras, but it's actually so early in so many categories, right?
  • ▶ 1:02:32 Rory O'Driscoll You know, we, you know, I have a number of my colleagues who are engineers, and it's just really great when you can say, you know, when you actually touch and use the product, if it's an app, I try and use it, if it's cursor or something,…

Why VC Today is Worse than 2021 · 20VC with Harry Stebbings Oct 23, 2025 · 1 mention

  • ▶ 54:51 Jason Calacanis You know, uh, Claude code would be at a billion, that cursor would be at a billion, that Replit would be coming up in a billion.

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 Oct 17, 2025 · 19 mentions

  • ▶ 1:25 Harry Stebbings You can teach your organizational standards using your own custom instructions, such as cursor or clawed rules, and enforce them on every PR.
  • ▶ 12:47 Harry Stebbings Are they using cursor? 5 times in the scene
  • ▶ 25:57 Harry Stebbings I would share the same, by the way, for cursor even. 12 times in the scene
  • ▶ 1:11:04 Harry Stebbings You can teach your organizational standards using your own custom instructions, such as cursor or clawed rules, and enforce them on every PR.

Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings Oct 16, 2025 · 1 mention

  • ▶ 40:35 unnamed speaker Our engineers came back, 50% built with cursor.

Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings Oct 13, 2025 · 1 mention

  • ▶ 35:00 Mike Cannon-Brookes We have many, many code creation tools, so we use RovoDev, we use Cursor, we use Copilot, um, we use a lot of things.

General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings Sep 22, 2025 · 1 mention

  • ▶ 44:25 Harry Stebbings Do you worry about the competitive nature of the landscape when you look across at codex, but then you've also got your cognitions, and then you've also got your cursors, and you've got your kind of on the lower, more consumer, and your,…

20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon Sep 19, 2025 · 2 mentions

  • ▶ 20:30 Harry Stebbings When you compare it to like a cursor or a windsurf, you don't have that same parallel. 2 times in the scene
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