The Ledger
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Douglas: Claude 3.5 Sonnet drove product-market fit for code editor Cursor
“In many ways, this model is what caused PMF for Cursor. Cursor took off like a rocket, right, with because they were in the right place, and they were able to capitalize on that model as offering a coding experience that didn't previously exist.”
Cherny: I use both Claude Code and Cursor every day
“I personally use a lot of these products and you know, I use quad code every day, but I also use cursor every day and I use other products every day.”
Walsher: Cursor announced reaching $500M in ARR
“Cursor, maybe three weeks ago, announced they're at five hundred million dollars of ARR.”
Walsher: Tech buyers value Cursor's opinion over $80B legacy software incumbents
“Most people will care, at least in our world, What the smartest buyer at Cursor thought about a given tool than what the smartest person at the, you know, eighty billion software business that IPO'd in, in 2012 might think.”
Vercel CTO says top engineers are becoming primarily code reviewers
“Malte, among many interesting things, I think one of the most fascinating things that he said was that most of his great engineers who have been with the company for a while, as they've dogfed you know, vZero, and they've used things like Cursor and Windsurf i…”
Levie: AI coding tools have reached mainstream enterprise adoption
“AI coding is very clearly in the pragmatists. You know, get up co-pilot now, I don't know, three years old cursor's flying off your shelves, wind service flying off the shelf, you know, replit, all these guys are kind of being, you know, used everywhere. So yo…”
Crespo: Developers cannot effectively use Cursor without understanding coding fundamentals
“The fundamentals of what coding is today, you are not able to use cursor. If you don't understand coding”
Laskin: AI coding tools are thin wrappers with low switching costs
“It's really easy to switch around between various different coding providers today because they don't really integrate deeply, and so, you know, you can try cursor today, you can try cloud code tomorrow, you can switch, you know, to windsurf, and there's reall…”
Levie: Enterprise CIOs see real productivity gains from AI coding assistants
“When we talk to the CIO, they know that their engineering teams are using cloud code and codex and cursor, and they're seeing the productivity gains come out of those teams.”
AI coding assistant Cursor passed $300 million ARR two years after launch
“Cursor, which, you know, of course we mentioned earlier, helps developers code with AI. They only launched two years ago. They recently announced that they're over three hundred million in ARR.”