The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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.”
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.”
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.”
Palihapitiya: Cursor swapped Anthropic for an open-source Chinese model
“They swapped out Anthropic for an open source Chinese model.”
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…”
Calacanis: Cursor hit a $2 billion run rate at end of February
“Kerser's run rate, two billion at the end of February.”
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: 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.”