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 17 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Lemkin: AI Expands TAM by Enabling Cursor to Charge Thousands Per Seat
“Atlassian got incredibly successful selling JIRA and other products for five bucks a month with discounts to folks at companies. Now folks will spend 400 dollars, in some cases, 5000 dollars on cursor. That's why it goes to a billion.”
Lemkin: ElevenLabs will reach $300 million in revenue this year
“The tools are either so disruptive, like a cursor or replica or lovable or 11 labs will go from like almost nothing to three hundred million this year.”
Cursor's Jacob Jackson: AI Tools Have Already Accelerated Many Developers Over 2X
“I think many people have been accelerated more than two X by this technology already. And the technology is only going to get better. So I think comparing it to the developer salary is the right way to look at it.”
Lemkin: Tech Has Shifted Away from Efficiency Back to Growth
“This is the age of efficiency. It's not, we are back to growth. Look at that chart. Look at cursor. Look at whiz. This is what the, this is not only what VCs are hunting. It's tough. This is where your recruits want to work.”
Ripabelli: Fully Autonomous AI Agents Remain a Pipe Dream for Now
“Where AI really shines is still augmenting humans, right? In the case of us, we augment people to make videos. Cursor works so well because it puts the human in the driving seat and just makes you more efficient. I think this, like, pipe dream of agents, like,…”
Glean CPO: External AI harnesses grow faster than native Glean UI
“I mean, if I bundle all of the cloud, cursor, codecs, it is one of the fastest growing parts and definitely faster growing than the UI of Glean, which is still by a large margin, a very high daily engagement driver.”
Jackson: Cursor focuses on tools for experienced developers unlike competitors
“Compared to many other companies in the space, we very much care about making something that we want to use and that a experienced software developer really enjoys using.”
Lemkin: RevenueCat Increased Software Developer Productivity by 50% Using AI
“In RevenueCat, which has 40% of all mobile subscriptions use them, they've increased Software productivity, about 50% using AI tools, using cursor and friends”
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.”
Cursor Saw Immediate Revenue Uplift by Identifying Free Users via Clay
“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.”
Jackson: Cursor Sales Team Builds Internal Tools Using Cursor
“Many people in our sales org are also building tools to help the sales org using cursor.”
Jacob Jackson: A single developer acceleration metric is flawed
“To pick a single acceleration factor is difficult because it depends Where you were previously.”
AI Startups Build Incumbent-Like Brand Dominance with Unprecedented Speed
“The first is there is just, it's amazing how fast people can build brands and become almost incumbents in the AI application space and just the compounding advantages that come to that. And if you ask someone on the street, name an AI coding company, they'll p…”
Ramaswamy: Data engineers will transition to AI orchestrators within two years
“I think there's going to be a lot more cursor style coding of these data engineering workflows. I think things like being able to extract metadata so that the data set that you extract is almost self describing so that AI can get to work on it. I think that is…”
AI Reduces Early Startup Prototyping From Weeks to One Hour
“To quickly visualize different concepts and get feedback on them, that should no longer take a week, a month. That's like an hour. And you should be constantly running through your head. You know, how can I do in one hour, what used to take a day? In one day, …”
Degnan: Snowflake deployed Cursor AI to solutions engineers in six weeks
“In just six weeks we were able to roll out cursor AI to create custom demos. And custom content a whole lot faster across the entire solutions engineering team.”
Cursor Receives Pre-Release Access to Anthropic Models to Provide Coding Feedback
“Cursor has given us feedback on our models in the coding area and had access to our models before we released them and been able to actually give us feedback to meaningfully improve the user experience on both of our ends.”