111–120 of 1001 posts
“Have you figured out what you're going to say to your board when they realize you paid me thirty million more than others were offering?”
In the span of <20 years we’re talking about a sale price 3 orders of magnitude larger than a minor plot point of a hollywood movie.
Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.
its not just the models, their auto complete is actually really good. when you make a change it will give you "tab to next" which makes refactors super easy. composer 2.5 is also a very decent model, it go 90% of my AI tasks using it now.
Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.
Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.
its not just the models, their auto complete is actually really good. when you make a change it will give you "tab to next" which makes refactors super easy. composer 2.5 is also a very decent model, it go 90% of my AI tasks using it now.
Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.
$60b is crazy. Cursor is an extension for VS Code, a harness and a bunch of prompts. They have their own model (Composer 2) which is based Kimi K2.5, but I don't think SpaceX would be interested in it. If they need a harness for grok, they could fork PI. What are they after for here? Customer base? Talent?
Does anyone here think Cursor is overvalued? It's just packaging up what already exists, it has no moat or IP.
Congrats to the founders, arguably the first true AI-wrapper billionaires? 0 to multigenerational wealth in 4 years is impressive. It is crazy how much more wealth per user that can be created in the AI-space, compared to other products.
It is crazy how much more wealth per user that can be created in the tulip space, compared to other products.