Cursor Saw Immediate Revenue Uplift by Identifying Free Users via Clay
Varun Anand · Going From Blobs to Billions. Clay's Co-Founder Breaks Down Inbound, Outbound, and AI-Powered Sales. · Feb 11, 2026 · at 22:15
Varun Anand, co-founder of Clay, describes how AI coding assistant Cursor increased revenue using Clay's user identification workflows.
0:00 / 0:09exact quote · 9.3s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“Cursor they had so many free users using their product, didn't know who they were, and saw an immediate revenue uplift because now they knew who they were, they could convert them into revenue.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Varun Anand
Using LLMs for Marketing Defeats the Purpose by Reverting to the Mean
“In marketing, for example, marketing is all about standing out. You know what large language models are all about? Not standing out. They're all about reverting to the mean, actually. And that's literally what they're synthesizing a lot of information and givi…”
Traditional Siloed Sales Teams Operate Like Ineffective Assembly Lines
“You have SDRs or prospecting, AEs or closing deals, run ups or maintaining systems. The issue with this is it operates a lot like an assembly. And assembly lines aren't really good for sharing learnings and scaling ideas.”
Clay Bought the clay.com Domain Before Generating Any Revenue
“We bought clay.com before any revenue,”
Anthropic, Figma, and Cursor Use Clay for Inbound Qualification
“And this is, by the way, workflows that Anthropic, Figma, Cursor are all using play to power.”
Waste Management Uses Clay to Analyze Satellite Imagery of Trash Cans
“Waste Management uses Clay, actually, and they use Play because they, and this is a very custom, unique data point. They want to know who their customers are, so they use Google Maps to get satellite images, AI to analyze the images, to determine, like, what c…”