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 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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
Hu: Cursor scaled from $1M to $100M revenue in one year
“We've seen crazy growth unlike anything, only possible with, right now with AI, like all these companies that we work with, zero to twelve million in 12 months. The cursor story where they went zero to one in one year, the next one to a hundred. This is, like,…”
French-Owen: Claude Code and Codex Use Grep Rather Than Semantic Embeddings
“Like I think cursor takes an approach where they actually do semantic search, where they embed everything and figure out like, Hey, what query is closest to this? If you look at a codex or a cloud code they actually just use like grep.”
Stuart: Cursor uses ParallelKittens on tens of thousands of Blackwell GPUs
“For example, Cursor is using it to train Composer on tens of thousands of Blackwell GPUs.”
Tan: Cursor Reached $100M ARR in 20 Months at $9B Valuation
“They recently hit a nine billion dollar valuation and are one of the fastest growing startups of all time, reaching a hundred million dollars ARR just 20 months after launching.”