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 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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
Baker: AI Has Net Destroyed Trillions in Application-Layer Value
“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.”
Cursor Forced Baseten, Fireworks, and Together to Prioritize Low Latency
“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.”
Baker: Grok, Next-Gen Models, and Cursor Will Rapidly Hit $10B ARR
“Grok, 4.5, and Cursor, the sum of that probably hits a ten billion dollar ARR pretty quickly.”
Wachen: AI agents will soon build complete web browsers in under an hour
“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.”
Horowitz: AI coding assistant Cursor reached $1 billion in record time
“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…”
Roughly 99.9% of Cursor’s Massive Enterprise Adoption Is Driven Bottom-Up
“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.”
Patel: Cursor generates nearly $1 billion in annualized revenue
“Cursor has, like, I don't know, like, nearly a billion dollars of revenue now on a, if you do current month times 12.”