zacyungblut

Wise words

Glad I’m not the only one who feels this way. Even though I personally use Cursor, there’s no way it’s even a fraction of $60B

NVIDIA has 42,000 employees. Even still, when their deal with Cursor comes to an end do we really expect them to stay loyal? And further, sign on with xAI?

When they could instead sign with the new hottest enterprise coding IDE (Claude, Codex, etc who are way more popular now). Maybe if it’s an acquihire, it’s the GTM/Sales that xAI is after?

How much is Cursor really beyond a VSCode fork? Like, do we really think no one else could figure that out?

I agree with you and I personally use Cursor. Just don’t see how there’s a moat that makes it worth $60b.

A team could build an AI IDE in a week, this could be a race to the bottom

I feel Cursor isnt’t even worth $6B. What is the moat, the value, the sauce here?

The “apply” model to turn LLM output into code changes?

I like SpaceX a lot but this really doesn’t make sense at $60B