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 11 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
Siddharth Ahluwalia claims developers ignore enterprise-purchased Copilot, Codex, and Cursor
“Cursor Codex by OpenAI and Copilot by Microsoft, they have all sold to the enterprises. But developers are not using them.”
Nair: Tinyfish engineer Cursor usage fell from 83% to single digits
“My company used to have around 83% of the company engineers were cursor, today it is like less than single digit.”
Jindal: Arize uses Cursor over BigQuery to eliminate internal data analysts
“Even in my current company all our systems data, like Salesforce, HubSpot, and everything even Gong data, we actually put into BigQuery, you know, every data, and then we have we have cursor sitting on top of BigQuery, and if anything I want, I just ask cursor…”
Padval: $500M ARR in AI coding requires billions in compute costs
“What I heard is the five hundred million of ARR needs about six hundred million of investment from the LLM company they have to pay, which also requires hosting costs from Amazon and the hyperscalers of seven hundred million, and that needs chips worth eight h…”
Toshniwal: OpenAI and Anthropic will eventually cannibalize coding agents like Cursor
“If you don't create enough of a deep expertise in a certain area, you know, ChatGPT, Anthropic, they are going to cut into you, which you are seeing probably with coding agents, you know, Windsurf and Cursor. Clearly they have grown very fast, but I expect Cha…”
Zuora CIO: AI tools will make enterprises rethink hiring entry-level engineers
“If I have to hire an entry level analyst or an engineer or a designer, I will think twice. Because investing in these tools, whether it is Vercel or Windsurf or Cursor, I will be thinking twice, okay, do I need an entry level software engineer? Do I need an en…”
Jindal: Claude Code and Cursor are the world's most powerful AI agents
“The two agents in the world right now which are, like, truly the most powerful is the cloud code and the cursor. Those agents are amazingly, insanely good.”
Swaroop: Building a GPT wrapper is acceptable if it proves customer value
“It's okay if you're a rapper on GPT, because you want to establish customer value first. If you have established customer, if you are getting customers, everything else will follow, right?”
Afore Capital holds Cursor stock through its acquisition of Koala
“A company comes to mind called Koala that we invested in repeat founders, I believe, on a segment that was a pretty expensive deal for us to get into. They were doing well, they raised a series A, and then they actually got acquired by Cursor, and we got Curso…”
Koratana: Cursor and AI tools increase development pace 5x to 10x
“As cloud code comes in, as cursor comes in, like we're all feeling this already at all of our companies. Just the pace of development is, you know, five X, 10 X.”
Agarwal: Claude Code and Cursor act as harnesses for underlying models
“There's a new class of these applications called harnesses, which are becoming very popular, so look at ClaudeCode, Cursor. They're essentially harnesses in a way that they're applications, but they help you use the underlying models a lot better.”