Cursor, every mention

4 scenes (2026) · ← back to Cursor

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every year 2026 anyone Brad Gerstner 11Gavin Baker 7Sherwin Wu 1Apoorv Agrawal 1

Verbatim, from the transcripts: the passages where Cursor comes up

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The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod Jun 11, 2026 · 16 mentions

  • ▶ 5:14 Gavin Baker This just reflects, and I know you know Cursor well, I think you know Cursor a shitload better than I do. 6 times in the scene
  • ▶ 22:06 Gavin Baker So I don't think, I think if you think about those variables around what cursor could mean for XAI.
  • ▶ 29:31 Brad Gerstner Six, six months ago, X.AI was competing, they were doing pretty well, but they've done something dramatic over the course of the past couple, ah, couple months, which is they bought Cursor. 7 times in the scene
  • ▶ 35:42 Brad Gerstner When I look at the model itself after the acquisition of Cursor, you know, combining those things around the compute they have, that looks to me like it could be an upside surprise. 2 times in the scene
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