Cursor

“I think if you're programming, Claude has been, has become like the default integration for Cursor,”

“Software development will become as easy as creating YouTube videos. Thanks to AI coding assistance. That's true and happening with cursor and Devon. We're seeing this I mean, even like the software developers, like people in the community are just building to…”

“And I think we're really seeing that right now in AI where you have companies like cursor, a big one, you know, with 20 people doing a hundred million of ARR.”

“Cursor's, I like it. I use it as a product. I don't see it as a good business.”

“I think where vibe coding goes wrong is when a beginner is using cursor, some other platform, great product, but they don't give them guardrails.”

“I think, especially on the VS Code Wars, the switching costs being so low, Is, is going to be a challenge for them. You can go from Copilot to Windsurf to Cursor in like five minutes.”

“Zero to two hundred million AR in two years is crazy.”

“A reason that Windsurf has been successful as a Cursor competitor is they lean way harder on enterprise than Cursor has. Like, they have really designed for enterprise integration, whereas Cursor really has not.”

“Well, I mean, certainly there are things that are working, like obviously Cursor Cursor is working in a gigantic way. I think Harvey's working in a gigantic way. Decagon and Sierra seem like they're doing really, really well.”

“It's our fourth fund on the heels of really successful bets on companies that we were the seed investor in, like Cursor, Kalshi, Blue Sky, and many more.”

“We onboarded all of our engineers to co-pilot and cursor and everything like that. So we got a hundred percent of them onboarded.”

“And then on top you have, like, completely worthless things like cursor and windsurf you know, these character AI, all these people who think, oh, we're the app, we're gonna get the ARR. No, that worked in the web, it won't work for AI”

“It is a cursor competitor and it's probably going to kill cursor if I open source it, but I'm not going to sell for money.”

“And then it took until cursor for it to really like, I think cursor plus like three, five summit was when it became a thing that was good enough that people were excited about it. And it really ushered in the trend because people were starting to find it more …”

“People talk about Claude code a lot, and there's some individual use cases, like, coding agents seem to have the most real traction.”

“The meter team did these evaluations where they ran a randomized control trial to see how much AI coding tools speed up open source developers, and what they found was that developers said that they expected products like cursor and windsurf to improve them by…”

“This is textbook. They should be able to acquire this company, right? Like, cursors out there. They're not acquiring the market leader.”

“The top was Curser at five hundred million in annual revenue and they're making 3.2 million dollars in revenue per employee.”

“XAI hired two or two senior leaders from Cursor to catch up on coding.”

“I mean, I just, we just saw this with cursor. Everyone's like, cursor's over, it's dead. And then you see, okay, well, they just hit 20 two billion ARR. Oh, growing 25% month over month.”

“Feels like really hard to catch up in CodeGen, even if you have some great people from Cursor. Like, it's just so, so, so competitive and there's, I don't see it.”

“It is frontier level at coding priced at 50 cents per million input tokens and two and a half dollars per million output tokens.”

“Every, every lab that has exploding demand, Cursor, Anthropic Meta, and Google, like, unless they have, like, a direct answer to this, I would see them being a buyer in the near term.”

“I do think cursor being in, you know, half the Fortune 500 is interesting.”