Cursor, every mention

23 scenes (2026), the whole family · ← back to Cursor

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

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▶ 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,

▶ 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

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

▶ 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.

▶ 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…

▶ 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.

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

▶ 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.

▶ 6:23 Alex Immerman Uh, you know, Cursor shared that, that they reached that in record time.

▶ 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?

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