Cursor, every mention
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every year anyone Martin Casado 41Matt Bornstein 24Sarah Wang 20Aaron Levie 11Nathan Labenz 9Guido Appenzeller 9Gavin Baker 9Anish Acharya 9Russ Fraden 8Erik Torenberg 8
Verbatim, from the transcripts: the passages where Cursor comes up
Why Investors Are Rethinking Everything for the AI Era
- ▶ 22:07 Aram Verdian But for every, for nine companies like that, there's one really special one that's doing a couple of million in ARR, actual ARR, that is a huge valuation that will go on to be the next cursor. 6 times in the scene
- ▶ 31:54 Jen Kha Cursor, let's not, let's exclude the IPOs.
- ▶ 42:26 Aram Verdian Cursor,
Can AI Learn Mathematical Intuition?
Why AI Demand Is Outrunning Compute Supply
- ▶ 40:21 Gavin Baker We don't even need to, we can just look at things that are happening today with terrestrial compute, with cursor, with Grok, with GrokBot.
- ▶ 53:01 Gavin Baker I think the best broad instantiation of that today, outside of GrokBot, outside of Cursor, outside of, you know, like Harvey's done some cool things. 5 times in the scene
How Cursor Built One of AI’s Fastest-Growing Companies
- ▶ 0:27 Martin Casado For us, the decision to invest in Cursery was actually pretty obvious. 6 times in the scene
- ▶ 1:06 Sarah Wang But can you walk us through what was going on in the Q one, Q two of that year and maybe how you guys started working with Cursor well before we ever partnered officially with them? 6 times in the scene
- ▶ 8:16 Matt Bornstein Um, I remember, uh, I, when we were trying to convince the cursor team to let us invest in their company, um, uh, I asked Michael once what he did for fun, like outside of, outside of work. 3 times in the scene
- ▶ 13:35 Matt Bornstein We literally had a cursor team on our team. 5 times in the scene
- ▶ 19:06 Martin Casado And I think another thing that the Cursor team probably doesn't get, you know, the, the level of credit for, um, is to the extent they cannibalized themselves so dramatically in like a Reed Hastings type way in a matter of two years, right? 2 times in the scene
- ▶ 21:29 Sarah Wang I mean, I, you know, I think I'm gonna borrow this quote from something you said, Martine, but, you know, first comes the technical transformation, then comes the business model, and in this case, like, I think the, the strategy where they… 8 times in the scene
- ▶ 27:12 Sarah Wang I mean, it narrows the base that you can hire from completely, but because, you know, I think Jordan Roman and the early team got that right, they just were able to scale it quickly without losing the cursor culture. 2 times in the scene
- ▶ 34:25 Sarah Wang And if you think about the cursor team, um, 4 times in the scene
- ▶ 35:17 Matt Bornstein Cursor is also really good at doing M&A, like, like, doing small talk and acquisition. 10 times in the scene
The State of AI: Models, Moats, and the Consumer Renaissance
- ▶ 13:19 Anish Acharya We're actually seeing this with cursor a ton where you want to do a very frontier model for planning, for example, but then you can use a lesser model for execution.
How AI Changes the Economics of Innovation
- ▶ 0:45 Martin Casado And I think this is why we're seeing such meteoric rows of the cursors, the anthropics, and the open AIs.
- ▶ 47:57 Martin Casado Um, such meteoric growths of the cursors, the anthropics, and the open AIs, that results in capital access, and that has put them on, on, on even footing.
Tokens Are the New Dollars | Stripe's Will Gaybrick & David George
- ▶ 2:55 Will Gaybrick And so actually, I think cursor was the first user that was going to say, it was our portfolio where we experienced it.
- ▶ 44:08 Will Gaybrick Users who have sort of general whose platforms are general purpose token consumers, you know, you can do just about anything with tokens on cursor, right?
Lighthouse or Landgrab? How to Pick Your AI Sales Strategy
- ▶ 32:11 Joe Schmidt And of course, like, you know, we were big investors in Cursor and
How Open Source Became AI's Backbone | Inferact with a16z
- ▶ 7:37 Matt Bornstein I mean, this is what Cursor did.
The New Rule for Picking AI Winners | The a16z Show
- ▶ 10:05 David Clark I mean, particularly something like Wiz and Cursor, you'd, you'd kind of like four, five, six years
- ▶ 21:17 David George Uh, you know, like, Cursor, as an example, is, you know, billions of dollars of revenue.
Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
- ▶ 11:30 Marc Rowan Private markets are 80% of the action going on in the world, and if you think about what's going on, great companies, Anthropic, OpenAI, SpaceX, Cognition, Cursor, Anderol, on and on and on, every one of those companies is private,…
Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
- ▶ 53:34 Aaron Levie They're going to now have the next set of engineers that are going to use cloud code and codex and cursor to be able to automate even more of, of their businesses and be able to design and develop even more software for their workflows and…
Inside a16z’s Top 100 AI Apps Report with Olivia Moore
- ▶ 1:46 Olivia Moore We have Cloud in Excel, PowerPoint in Chrome, and then we have desktop apps like Cursor, Whisperflow, Granola.
- ▶ 30:06 Olivia Moore Is gonna be a pretty good idea, because if you think about things like Cursor, some of the consumer prosumer AI apps that are generating the most revenue have very few, very little usage on web.
AI Markets: Deep Dive with a16z's David George
- ▶ 8:46 David George With quad code and codex and cursor and just, they had unlimited budget on coding tools.
The Biggest Bottlenecks For AI: Energy & Cooling
- ▶ 21:32 unnamed speaker There's one question here, David, if I can interject, uh, because you, you are the business model snob, so I, this is a perfect question for you, which is, there's a lot of debate on whether the gross margins of a lot of AI companies…
- ▶ 38:22 David George To, like, Cursor, uh, and, you know, nothing looks like Cursor, so it's unfair, but like Cursor and Decagon and Abridge and 11 Labs, uh, you know, and not, like, Shopify and DocuSign and, you know, those companies. 2 times in the scene
- ▶ 46:59 David George Uh, so, you know, companies like Cursor and Decagon and 11 and Abridge and, and, you know, others.
Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
- ▶ 23:11 Ben Horowitz And so if you look at cursor, uh, cursor consists, I think, of 13 different AI models, all which kind of model different aspects of how you program, how you speak to a programmer, et cetera, et cetera, et cetera. 4 times in the scene
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- ▶ 52:45 Marc Andreessen So like an application company, like classic examples, like a cursor is like an application company. 2 times in the scene
Where does consumer AI stand at the end of 2025?
- ▶ 1:08 Olivia Moore So only nine percent of consumers are paying for more than one out of the group of ChatGPT, Gemini, Claude, and Cursor.
- ▶ 41:17 Anish Acharya I also think if you haven't tried, you know, GPT-Five-Two in Codex or in Cursor, it's worth trying. 2 times in the scene
How AI Will Transform Fintech In 2026
- ▶ 17:53 unnamed speaker You know, many of these institutions are beginning to adopt products like Cursor or, you know, even GitHub Copilot or a broader ecosystem of kind of AI products in their, in their employee base, and people are seeing the productivity gains.
The $700 Billion AI Productivity Problem No One's Talking About
- ▶ 0:38 Russ Fraden Cursor has taken mediocre engineers and made them good, but it's taking amazing engineers and made them gods.
- ▶ 23:01 Russ Fraden Why aren't you spending any money with a cursor? 5 times in the scene
- ▶ 40:54 Russ Fraden Uh, you know, cursor has taken mediocre engineers and made them good, but it's taking amazing engineers and made them gods, right? 2 times in the scene
How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
- ▶ 14:13 Sherman Wu And, and then you see a lot of like, you know, more successful products like cursor, like do this directly, especially the coding products where users want more control.
- ▶ 16:05 Martin Casado So, so I, I use, I use Cursor and, um, a lot of, just for, like, a lot of stuff, like, like, writing blogs and, like, you know, you know, we're investors 3 times in the scene
Robinhood CEO: Making Everyone An Owner
- ▶ 36:30 Vlad Tenev It's the most critical because if you look at AI as a category, you have the fastest product adoption of any products in history with chat GPT and, and all these, you know, cursor and all that fastest revenue ramps.
Grant Lee: Building Gamma’s AI Presentation Company to 100 Million Users
Michael Truell: How Cursor Builds at the Speed of AI
- ▶ 0:09 Michael Truell I think that one of the key challenges facing the company in the future, and we've faced in the past, is we are in a market that's like, you know, had a iPod moment, and like, it's gonna have an iPhone moment.
- ▶ 0:53 Martin Casado Ok, so, ah, as everybody knows, Michael's CEO of Cursor. 4 times in the scene
- ▶ 4:41 Martin Casado So, so I've got this theory, and it's, I don't know, I would actually like to hear your views on it, on why Cursor did so well early on, and it's actually pretty banal, which is, um, you know, at the time we were surveying the space, and… 4 times in the scene
- ▶ 10:23 Martin Casado But apparently in that time, or so Oscar tells me, someone showed up at the cursor office and put an iPad on the window and says, cursor's down. 3 times in the scene
- ▶ 22:14 Martin Casado And it's actually been hugely successful, not just with Curse, but across the board, and so I think it'd be great to hear how, how that's worked for you.
- ▶ 25:03 Martin Casado Cursor's disrupting software, which we all agree. 6 times in the scene
Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
- ▶ 45:27 Amjad Masad Then I think cursor innovated on this 2 times in the scene
- ▶ 45:30 Amjad Masad Composer modality, which is, like, editing, like, large chunks of, uh, files, but that's it.
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 18:14 Gavin Baker Like, why are none of the public coding companies even trying to compete with Cursor? 3 times in the scene
Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
- ▶ 26:16 Jeetu Patel So far, we use largely a combination of Codex, Claude, and, um, and Cursor, some Winsurf.
- ▶ 30:29 Jeetu Patel So that would be something that I would, I would urge you on, and I think that intelligent routing layer of some sort that says, I'm going to use my models for these things, I'm going to probably use foundation models for other things, and…
Google DeepMind Developers: How Nano Banana Was Made
- ▶ 12:37 unnamed speaker I mean, today, if we use a cursor or so-called coding, it's not that it has a super
Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
- ▶ 7:51 Anish Acharya I mean, how much do you think you've paid to cursor? 3 times in the scene
- ▶ 53:06 Kevin Rose And then you can then take those components, download them, and then drop them into Cursor. 4 times in the scene
- ▶ 59:39 Anish Acharya And then for really ambitious things, I use cursor, I use GPT-V codecs, um, both the model as well as the CLI.
How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
- ▶ 32:07 Martin Casado You know, for fun, I develop using Cursor. 2 times in the scene
Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
- ▶ 22:29 Keith Rabois Cursor or Cognition and maybe others. 2 times in the scene
Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
- ▶ 27:57 Nathan Labenz Maybe they took a little longer with Cursor than doing it on their own, but how much of the time was Cursor the active window, and how much of it was, you know, some other random distraction while they were waiting? 5 times in the scene
- ▶ 42:19 Nathan Labenz I'm not spending nearly as much on my cursor subscription as I would be on a, you know, an actual human engineer. 3 times in the scene
- ▶ 49:37 Nathan Labenz It's the same thing as with the cursor thing that we were talking about earlier, right?
Will LLMs Get Us To AGI?
- ▶ 45:42 Vishal Misra And yet anyone who has used, uh, these tools, whether it's cursor or whatever, cloud code, LLMs continue to hallucinate, continue to generate unreasonable code.
Software Finally Eats Services - Aaron Levie
- ▶ 13:35 Aaron Levie Um, uh, you know, cursor being a, a super, super popular one internally.
- ▶ 25:18 Martin Casado Probably, you know, they're using cursor or some coding thing.
- ▶ 31:01 Aaron Levie Go to cursor to generate a prototype, do, do some kind of analysis, and then you have it back in 10 minutes or 20 minutes, and, and I've just compressed whatever the, whatever that was kind of then gonna be as a, you know, serially, uh,…
- ▶ 37:58 Erik Torenberg And, and of course there was Dylan Fields and Alexander Wang, but their companies took a few years to really, but, but now, you know, we're seeing the cursor founders, the more core founders sort of, you know, get to massive scale in a…
- ▶ 51:22 Aaron Levie If you wanted to be a new systems integrator, and your whole point is, is that we are a systems integrator, but we use cloud code, or we use cognition, or we use, you know, cursor to, to get the output, you will have such an advantage over…
Chris Dixon on How to Build Networks, Movements, and AI-Native Products
- ▶ 12:19 Chris Dixon And you become kind of known and the cursor is known as the best, you know, best vibe coding platform or whatever.
- ▶ 13:04 Chris Dixon Um, and so the idea being, you know, your cursor, and then suddenly all of the, you know, it becomes popular, um, or, you know, mid journey, let's say, right?
- ▶ 21:09 Anish Acharya The means of production are sort of getting decentralized through these new tools like Replit and, you know, and, and others cursor. 2 times in the scene
Is Non-Consensus Investing Overrated?
- ▶ 18:45 Martin Casado I mean, AI, you know, there's, there's AI companies that clearly are raising, you know, speculative money where nobody even really understands the business model, and there's great companies that can't get invested, so we're seeing this…
Jack Altman & Martin Casado on the Future of Venture Capital
- ▶ 28:09 Martin Casado Uh, and you know, we, you know, you see this in, you know, in, in, in, in cursor and, and, and the whole thing. 2 times in the scene
Aaron Levie and Steven Sinofsky on the AI-Worker Future
- ▶ 9:29 Aaron Levie So, or cursor, or, you know, name your, your background agent writing code.
The State of AI: Growth, Fragmentation, and the Next Wave
- ▶ 12:33 Erik Torenberg Martin, let's double click on cursor a bit. 7 times in the scene
Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- ▶ 8:32 Dylan Patel Like, cursor had to pull away the unlimited, um, Claude code, you know, initially they had, like, this super expensive plan, and it had, like, unlimited rates, and then they were only, like, a weekly rate limit, now they have, like,…
- ▶ 16:57 Dylan Patel Cloud code in, like, three months has surpassed them, and, like, cursor, you know, easily surpassed them, and then, like, even, like, companies like Replin or, like, and Windsurf slash Cognition are, like, gonna pass them, like, it's,… 2 times in the scene
Balaji Srinivasan: How AI Will Change Politics, War, and Money
- ▶ 50:37 Martin Casado Some products are very clearly for the casual user trying to replace like, you know, like think about like cursor versus lovable, right? 2 times in the scene
The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants
- ▶ 18:09 Matt Bornstein Cursor is probably our top developer tool company right now.
- ▶ 44:40 Martin Casado Seeing a bunch of, kind of, cursor, like, agent commits, and like, even, even in the last 24 hours, the Slack integration, seeing it come from Slack, and so I, I do think for, kind of, bite-sized, well articulate, tasks you can articulate…
Aaron Levie on AI's Enterprise Adoption
- ▶ 4:23 Aaron Levie With the exception of a few of these pro-sumer categories, um, I'm, you know, I have talked to a large corporation, um, you know, CIOs that are seeing people just show up with Windsurf and Cursor and Replit.
- ▶ 12:27 Aaron Levie so, so business model will, will shift for some of the use cases, because even if you look at the cursors, replets, you know, windsurfs of the world, there does seem to be this baseline seat price, and then, and then your consumption usage…
- ▶ 33:38 Aaron Levie Engineering team, and, and probably for the price of five of those engineers or 10 of those engineers, you could probably pay for cursor licenses for the entire engineering team. 2 times in the scene
- ▶ 40:34 Aaron Levie You're using cursor Windsor for whatever, and the agent is, is generating this chunk of, of an output, and then you're just reviewing it. 2 times in the scene
Giving New Life to Unstructured Data with LLMs and Agents
- ▶ 23:05 Anant Bhardwaj Pretty similar to Cursor, right? 2 times in the scene
Rick Rubin: Vibe Coding is the Punk Rock of Software
- ▶ 10:46 Rick Rubin And then the following week, there's a company called Curser, which I don't really know what they do, but it seems to be something to do with coding.
- ▶ 54:53 Anjney Midha So with cursor, for example, early on, people would tell the, the, the composer mode, Hey, please go build me a website.
Who's Coding Now? - AI and the Future of Software Development
- ▶ 2:25 Matt Bornstein And I think companies like Cursor have just done a much better job with that now.
- ▶ 7:29 Guido Appenzeller GitHub Copilot and cursor that basically allows you to use autocomplete, which is a big step forward, right? 8 times in the scene
- ▶ 18:29 Matt Bornstein Everybody does their first time they're, they're trying, you know, a, a website generator or, or, you know, cursor or something like that probably are not, you know, doing that much for the rest of humanity, right?
- ▶ 28:52 Matt Bornstein Um, I know the, uh, the guys at Cursor have always talked about kind of formal specifications, which, which I think you alluded to also. 2 times in the scene
What Is an AI Agent?
- ▶ 7:52 Guido Appenzeller There's, let's say, a cursor or something like that, which really emphasizes the tight loop between the user, the tight feedback loop between the user and the LLM and the thing I'm working on.
The Top 100 GenAI Products, Ranked and Explained
- ▶ 9:31 Olivia Moore Curser made the list. 2 times in the scene
- ▶ 16:15 Olivia Moore I mean, I think the fact that the Vibe coding products, like the Bolt and the Cursors and Lovables,
Automating Developer Email with MCP and AI Agents
- ▶ 7:38 Yoko Li Like, I'm a huge fan of cursor, so I use it every single day.
- ▶ 13:31 Zeno Rocha He was just building all these prototypes using Cursor, using vZero, using these tools that are now available for folks.
- ▶ 22:37 Zeno Rocha Extremely interesting, but we have to see what are the other interfaces that this is going to expand to, like just cursor and cloud desktop is not enough. 2 times in the scene
- ▶ 33:49 Zeno Rocha I have to switch to cursor even for a little bit, you know, even if it hurts in the beginning, like I remember my extensions were not ready and I was like, I hate this cursor thing. 2 times in the scene
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