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
There is no scenario where Cursor is worth $60 billion
“There's no scenario where Cursor is worth sixty billion dollars.”
Morin: AI code editors like Cursor will be superseded within a year
“My general point of view is that none of these tools are actually going to be where this is going to be in the next couple of years, and probably within the next six to 12 months.”
Morin: Cursor enables software developers to write code 10 times faster
“And because of that, it makes it really easy to generate a lot of code very quickly in the same interface you're used to using. And you're just moving, I would argue at least 10 times faster than you were three months ago.”
Sam Lessin: AI coding tool Cursor loses money on premium users
“Even though they lose money, I believe, on everyone, certainly me, you have to pay them for, like, the premium, premium.”
Morin: Claude Code suits architects while Cursor suits visual coders
“If you know what you're doing with architecture, Claude Code is an amazing tool. If you don't know what you're doing with architecture, you need a more visual interface like cursor.”
Lessin: Cursor is difficult to manage due to messy multi-file AI edits
“I think it's really difficult to use. I actually really don't like the sidebar and how it chats back with you and how it updates your files. I find it extremely hard to follow and then hard to track, even if you're using Git and trying to maintain state on eve…”
Sam Lessin: Cursor's store split from VS Code creates app store lock-in issues
“Cursor split the store from VS code because they want to, like, create their own ecosystem that's independent, etc. And the way it all plays out Is VS code is like, no, like the package you need to install to do Garmin watch faces. We're going to control that.…”