Cursor

12 statements across 9 episodes · 6 bullish · 3 bearish · 6 people on the record · first statement May 20, 2025 by Sergey Brin · said 89 times in 26 episodes since 2024 · across every show →

Mentions by year

brought up most by Jason Calacanis (46), Gavin Baker (15), Chamath Palihapitiya (13), David Sacks (7), David Friedberg (3), Thomas Laffont (1), Sergey Brin (1), Marc Benioff (1)

tap a year for its mentions
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01020202420252026episodes it came up in
002.510520202420252026episodesmentions per episode
2026 77 mentions in 18 episodes 4 per episode
2025 10 mentions in 6 episodes 2 per episode
2024 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Cursor, oldest first

May 20, 2025 positive
Disclosure
Brin: Google is internally testing third-party AI coding tools like Cursor
“No, we're trying to, you know, roll out every possible kind of AI and trying external ones, you know, be whatever the cursors of the world, all, all of those to just see what really makes people more productive.”
Sergey Brin May 20, 2025 ▶ 16:49 Sergey Brin, Google Co-Founder | All-In Live from Miami
Nov 7, 2025 neutral
Assertion Partly supported
Palihapitiya: Cursor swapped Anthropic for an open-source Chinese model
“They swapped out Anthropic for an open source Chinese model.”
Chamath Palihapitiya Nov 7, 2025 ▶ 19:05 Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
Mar 6, 2026
Disclosure
Chamath: Software company's AI costs tripled since November 2025
“Our costs have more than tripled since November of 25. Between the inference cost that we pay AWS, which is ginormous, between our cost with cursor, between anthropic, we are just spending millions.”
Chamath Palihapitiya Mar 6, 2026 ▶ 56:01 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
Mar 6, 2026 negative
Disclosure
Chamath: AT-NID deprecated Cursor due to excessive token costs
“So one of the things we had to do was just, we had to say, guys, you got to deprecate Cursor because you're just wrapping quad code and charging us way too much for these tokens.”
Chamath Palihapitiya Mar 6, 2026 ▶ 56:43 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
Apr 17, 2026 bullish
Disclosure
Friedberg says his companies shifted to 90 percent Anthropic AI models
“If I look back six months ago, I think we were pretty heavy on cursor. And Gemini, and now I think we're probably 90% anthropic in just the last six months at my organization.”
David Friedberg Apr 17, 2026 ▶ 19:08 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Apr 24, 2026 positive
Assertion Supported
Calacanis: Cursor hit a $2 billion run rate at end of February
“Kerser's run rate, two billion at the end of February.”
Jason Calacanis Apr 24, 2026 ▶ 5:38 SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
Apr 24, 2026 bullish
Prediction Open · timeframe Apr 2027
Calacanis: SpaceX, xAI, and Cursor will lead AI coding within 12 months
“If you put these two together, I predict that this is going to move Space X, X, X AI and cursor to the front of the coding leaderboard within 12 months.”
Jason Calacanis Apr 24, 2026 ▶ 7:00 SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
May 1, 2026 negative
Assertion Supported
Calacanis: AI agent on Cursor wiped Pocket OS live database and backups
“He was using Opus 4.6 through Cursor's AI platform, their coding platform. And You know, which is like the most expensive tier. And he said he configured it with enough safety rules, but the agent was working on a routine task. They saw some sort of credential…”
Jason Calacanis May 1, 2026 ▶ 53:01 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
May 22, 2026 neutral
Assertion Contradicted
Chamath: SpaceX has already acquired Cursor
“I already told you they already bought it.”
Chamath Palihapitiya May 22, 2026 ▶ 47:15 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
May 22, 2026 positive
Assertion Not checkable as stated
Gavin Baker: Cursor allegedly has more coding tokens than public internet
“Cursor has, we will never know, but Cursor allegedly has more tokens of coding data than exist on the public internet.”
Gavin Baker May 22, 2026 ▶ 50:14 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
Aug 7, 2026 bullish
Prediction Not checkable as stated
Gerstner: Combined Cursor and Grok could reach $10B–$20B by year-end
“Cursor was already on a path to go from three billion to ten billion by the end of the year. Cursor plus Grock could be at 10 to twenty billion by the end of the year.”
Brad Gerstner Aug 7, 2026 ▶ 23:38 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
Sep 12, 2026 negative
Assertion Open · timeframe Sep 2026
Calacanis: Anthropic's releases angered Cursor, one of its largest customers
“They released Claude code, they released Claude design, and that really pissed off Curser, who was one of the biggest customers that Anthropoc had to date, and they felt they got rug pulled by Claude.”
Jason Calacanis Sep 12, 2026 ▶ 1:17:52 AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
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