Cursor, every mention

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every year anyone Molly O'Shea 15Philip Clark 7Michael Barton 7Miles Clements 6Sebastian Siemiatkowski 5Navin Chaddha 5Gabe Pereyra 4Roy Lee 2Paul Klein 2Elad Gil 2

Verbatim, from the transcripts: the passages where Cursor comes up

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AssemblyAI Now Handles 4x YouTube's Daily Volume Jul 31, 2026 · 1 mention

  • ▶ 9:02 Dylan Fox And, um, a lot of these small businesses are, are automating parts of their back office using Lovable, or Cloud Code, or Cursor, or whatever, Replit, and, you know, those coding agents are building on our infrastructure,

Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea Jul 27, 2026 · 2 mentions

  • ▶ 8:30 Scott Wu Um, but, um, so we, um, and by the way, it's quite topical because I think recently, you know, there's similar news with Cursor.
  • ▶ 20:02 Molly O'Shea Well, speaking on the backdrop of M&A, with Cursor and their deal, their sixty billion dollar deal with SpaceX, M&A is floating around, and there's all those kinds of, like, fun stories that are happening, but

Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea Jul 20, 2026 · 1 mention

SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea Jul 19, 2026 · 1 mention

  • ▶ 39:02 unnamed speaker So we power retrieval for Cursor, for Notion, for Legora, for Anthropic, some of the biggest names in the business.

Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea Jul 6, 2026 · 9 mentions

  • ▶ 0:17 Miles Clements Across companies like Cursor, Anthropic, and Devious, 16 months ago, a hundred and fifty million dollar investment that I think is up 13 x today, and the world is now awakened to this company and how special it could potentially be.
  • ▶ 6:43 Molly O'Shea Whether it's Nebius, Cursor, Lovable, all those types of companies.
  • ▶ 10:09 Miles Clements When we were able to, um, work with Michael Trull in Cursor, you know, we were, like, really humbled to get the opportunity because it was a pretty competitive situation.
  • ▶ 13:07 Miles Clements So just as an example, across companies like Cursor, Anthropic, and Nebius.
  • ▶ 16:55 Matt Miller And we're, we're seeing it as you, as you see the, the scale of the anthropics and cursors and nebbias of the market.
  • ▶ 26:56 Miles Clements And so, whether we are making, you know, writing the first check into scale, or doing a growth investment in a company like Cursor, or finding a way to make a public investment in a company like Nebius, I think that just reflects our…
  • ▶ 33:47 Miles Clements Um, we were investors in cursor at the time, but we certainly saw a lot of, you know, cursor as a choke point for downstream workflow creation and downstream tool recommendation. 2 times in the scene
  • ▶ 40:53 Molly O'Shea You know, you're the cursor guy.

Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea Jun 29, 2026 · 1 mention

  • ▶ 24:07 Ev Randle And what that basically means, um, at like a very simple level is that all of, like we first saw it in coding and coding agents where developers, like with Opus four, five coding agents got to a place where developers felt like they could…

Mark Pincus: How to Spot a Fake CEO · Sourcery with Molly O'Shea Jun 23, 2026 · 1 mention

Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI · Sourcery with Molly O'Shea Jun 18, 2026 · 4 mentions

  • ▶ 15:02 Gabe Pereyra and so I think now is kind of the time where it seems like all these application layer companies, like you saw Composer too with Cursor, like everyone's starting to make this stuff work, and I think that's like super exciting.
  • ▶ 15:02 Gabe Pereyra and so I think now is kind of the time where it seems like all these application layer companies, like you saw Composer too with Cursor, like everyone's starting to make this stuff work, and I think that's like super exciting.
  • ▶ 22:09 Gabe Pereyra That the usage, you know, it was, it wasn't something like cursor where it was so expensive to serve these things and we didn't kind of have the latency requirements.
  • ▶ 34:03 Gabe Pereyra And then, um, I think kind of the other, like, top application layer companies, like, the Cursor folks and Brett.

"We Don't Trust Agents" - What This CTO Knows That You Don't · Sourcery with Molly O'Shea Jun 1, 2026 · 1 mention

  • ▶ 26:23 Shensi Ding Like obviously we saw cursor increase their margins, which is very, very hard to do.

How Reddit Went From $12M to $2.2B + Cracked Social Media Monetization · Sourcery with Molly O'Shea Mar 20, 2026 · 1 mention

  • ▶ 53:56 Steve Huffman But I've produced so much more, but I don't even like, you know, the model right now, I still think it's like you have your, your editor, like cursor or whatever.

Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea Mar 13, 2026 · 1 mention

Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea Mar 6, 2026 · 1 mention

  • ▶ 18:04 Thomas Laffont And so you could think of companies like, um, a cursor in R&D or, uh, Rippling in, in SG&A, right?

Jeffrey Katzenberg's $2.8 Billion Fund · Sourcery with Molly O'Shea Dec 29, 2025 · 2 mentions

  • ▶ 7:22 Chen Li So in the, we've been fortunate working with some great founders in, uh, that the curves are in a bridge, uh, Harvey's, uh, and those are just great examples of, uh, who would have thought, uh, multiplying matrices of numbers and… 2 times in the scene

Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea Dec 27, 2025 · 1 mention

  • ▶ 32:57 Michael Mignano I mean, there are, there, we're not in this company, but there are, there are many reports out there about how much cursor is generating at the application layer.

Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea Nov 24, 2025 · 13 mentions

  • ▶ 0:29 Molly O'Shea And since then, you've been involved in some of pretty incredible, some pretty incredible investments like OpenAI, Cursor, Wiz, Nudge, and Physical Intelligence.
  • ▶ 6:13 Philip Clark Um, few companies that I work very closely with cursor, uh, automating, uh, a lot of the drudgery associated with coding and being the ultimate AI pair programmer for a lot of developers. 3 times in the scene
  • ▶ 8:46 Molly O'Shea So cursor is super hot right now. 3 times in the scene
  • ▶ 12:53 Philip Clark Uh, so similar to cursor, it wasn't like we wrote a check that day, actually spent a year or so building a relationship with the company, trying to simulate acting like partners well ahead of actually being partners.
  • ▶ 43:33 Philip Clark I think this is a really important thing, and one of the things that Cursor has actually been really attuned to as well is the people who almost hold the model weights in their brains because they've been brought up thinking about AI…
  • ▶ 47:08 Molly O'Shea One of the lines that comes out of cursor is what comes after code? 2 times in the scene
  • ▶ 50:12 Philip Clark The cursors of the world, but to this notion of what does it look like to have very powerful, intelligent AI more generally, there's just a lot of problems that as a species we aren't working on right now that we should be working on.
  • ▶ 55:31 Philip Clark Um, rumor has it some of the coding companies like cursor have done some really cool things that they've mentioned on their blog.

Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea Oct 23, 2025 · 7 mentions

  • ▶ 26:16 Michael Barton You have these companies that are generating a lot of revenue today, uh, Curser, um, you know, Windsor, before they got acquired, like, there are companies, cognition, like, there are companies generating a lot of revenue, and that's sort…
  • ▶ 49:57 Michael Barton Let's take cursor. 6 times in the scene

Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea Oct 17, 2025 · 2 mentions

  • ▶ 16:51 Elad Gil Um, or something that industry shifts and then it, it sort of crystallizes and you're like, oh wow, like Cognition is now competing with Cursor.
  • ▶ 32:23 Elad Gil You look at ChatGPT, you look at cursor, you look at cognition, you look at all these things.

Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea Oct 3, 2025 · 5 mentions

  • ▶ 22:29 Navin Chaddha So the equivalent of ChatGPT or the equivalent of cursor is going to be created for every consumer intent and every business user.
  • ▶ 26:25 Navin Chaddha I think the third area where the revenue ramp is happening is coding agents, which is cursor and lovable. 4 times in the scene

Inside Klarna's IPO CEO Sebastian Siemiatkowski · Sourcery with Molly O'Shea Sep 12, 2025 · 5 mentions

Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea Aug 27, 2025 · 1 mention

  • ▶ 31:12 Molly O'Shea So he heard some really good momentum and I'll show the tweet from Cursor, Lovable, Harvey, Amgen, Uber, and Notion.

Why a16z Bet $15 Million on THIS Controversial Startup · Sourcery with Molly O'Shea Jul 3, 2025 · 1 mention

  • ▶ 43:33 Molly O'Shea Post-twenty-twenty-four companies have an extreme advantage to scaling super fast, organizing their databases really well, using these AI agents and tools, using cursor, using copilots, that sort of thing, so that they don't have to worry…

Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO · Sourcery with Molly O'Shea Jun 20, 2025 · 2 mentions

  • ▶ 7:35 Roy Lee I mean, of course, like, I look at the cursor guys, like Michael, like, damn, this guy's killing it.
  • ▶ 9:37 Roy Lee This is the exact problem that cursor solved, and, uh, they ended up making, like, fucking billions and billions of dollars, like, uh,

How Browserbase Raised $67.5M to Power AI Agents & Vibe Coders · Sourcery with Molly O'Shea Jun 17, 2025 · 2 mentions

How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea May 16, 2025 · 1 mention

  • ▶ 51:53 Eric Crispin You know, cursor or any of the other kind of like, you know, coding agents that I think is quite like, excuse me, Gemini is quite popular with, with developers, but ChetGPT for me is just like next level.

Windsurf: The Making of a Billion-Dollar AI Company | Leigh Marie Braswell, Kleiner Perkins · Sourcery with Molly O'Shea May 2, 2025 · 1 mention

Arielle Zuckerberg, "The Rizz & Tiz" Winning Founder Recipe · Sourcery with Molly O'Shea Mar 14, 2025 · 3 mentions

  • ▶ 17:09 Molly O'Shea I don't know if you saw, but, uh, someone just leaked that cursor who's 3 times in the scene
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