Cursor

3 statements across 1 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Jun 11, 2026 by Brad Gerstner · said 20 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by Brad Gerstner (11), Gavin Baker (7), Sherwin Wu (1), Apoorv Agrawal (1)

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Everything said about Cursor, oldest first

Jun 11, 2026 bullish
Disclosure
Gerstner: Altimeter projected Cursor could exit the year at $10B revenue
“Our own, ah, projections were that they could exit this year at up to ten billion dollars of revenue, so they were growing very fast, ah, ah, one of the leading coding agents.”
Brad Gerstner Jun 11, 2026 ▶ 29:48 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
Jun 11, 2026 bullish
Assertion Partly supported
Baker: Grok 4.5T parameter model is injecting Cursor data into pre-training
“The Grok 4.5 trillion parameter model is training. One would hypothesize based on scaling laws that that will might be a better base model. And then the cursor data is being injected into the pre-training process, not just reinforcement learning.”
Gavin Baker Jun 11, 2026 ▶ 30:42 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
Jun 11, 2026 positive
Assertion Not checkable as stated
Baker: Cursor and Anthropic hold more coding data than public web
“But my understanding is that Cursor and Anthropic have more tokens of proprietary coding data than anyone else, and they each have more tokens of proprietary coding data than exist on the public internet.”
Gavin Baker Jun 11, 2026 ▶ 5:21 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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