Cursor

“So I think you're going to see many more people using Cursor than just developers.”

“Cursor has, like, I don't know, like, nearly a billion dollars of revenue now on a, if you do current month times 12.”

“I mentioned I'm close with the cognition guys, so cognition would be in there for sure. Cursor also I'm actually kind of interested in like where those might run into each other in the future.”

“Look at Cursor, for example. It is used in every large company. I bet only maybe one percent of companies is maybe the top-down motion. 99.9% companies, some engineer got it.”

“Cursor, which is ostensibly an IDE, like what's the biggest IDE before cursor? Like, I don't know, but it wasn't big. And it took probably like 12 or 15 years to get to that revenue level. And you know, they went over a billion dollars in revenue like in no ti…”

“AI has net destroyed. Even if you count cursor cognition, the most successful AI natives, value has been, trillions of dollars of value has been destroyed by AI at the application layer.”

“I thought it was really cool months ago when Cursor published that they had a bunch of coding agents build an entire browser from scratch in a week. Totally nuts. And that, that will soon happen in under an hour.”

“Grok, 4.5, and Cursor, the sum of that probably hits a ten billion dollar ARR pretty quickly.”

“The challenge is, all those companies, you could take your pick, Base-Ten, Fireworks together, they all focus on low latency inference. And they were pulled in that direction by one very important customer Cursor.”