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“the majority of enterprise token consumption is going to come not from customized models, but from customized systems.”
Source→“Dorm Room Fund raised a $50 million fund, 4x its last. Alumni network includes founders of Cursor and Shield AI.”
Source→“To achieve enterprise adoption at scale, you have to deliver on core capabilities like SSO, SCIM, RBAC and audit logs.”
Source→“If you look at cognition, if you look at cursor, these are some of the best engineers, software engineers in the world, they're building tools for themselves.”
Source→“Over time, they captured all the reasoning traces. They trained their own models, the Composer 1, 2 models.”
Source→“Cursor named as an applied-AI coding tool company aligned with the model-router thesis.”
Source→“SpaceX this week closed its acquisition of Cursor for $60 billion in stock, the largest buyout ever of a venture-backed startup.”
Source→“Origin by Cursor — The Git forge built for the age of coding agents (232 votes)”
Source→“"We were big investors in Cursor and everyone saw how that played out."”
Source→“AI-native teams already build in Claude, Cursor, and Codex, and now compliance happens there too.”
Source→“We started with Cursor, and I remember getting like 50 licenses. And it was more of putting out there and see who bit. And then, not surprising, it bloomed from there.”
Source→“We're talking with one of the guys on the team yesterday because we're finding things in Cursor that just don't work at all. And you're like, this company just sold at something like 60 billion. And you know what I mean? Like, but we're just in such the early days.”
Source→“We're talking with one of the guys on the team yesterday because we're finding things in Cursor that just don't work at all. And you're like, this company just sold at something like 60 billion.”
Source→“Closing is a team sport. When we have a candidate, particularly a high profile, high caliber, there are often daily standups around that candidate about what we are collectively doing to get them to yes... Each candidate has their own channel.”
Source→“Literally every startup that I'm an investor in that starts to expand upmarket ends up working with WorkOS. And that's because they are the best.”
Source→“We had this thesis when I was at Growth by Design around like, we think there's a different way to do this... if a company had this willingness to commit this time and effort as this collective force, they could really have an unfair advantage when it comes to talent. Cursor acquired fully last year, which is not something that you often hear and is a testament to how good he and his team are.”
Source→“I saw an interview with Michael Terrell talking about this and he said how they tried to get rid of it because it's obviously adds a lot of load... And he said that it just totally tanked their signal and they had to bring it back.”
Source→“Luckily there's this incredible post out there about how Cursor approaches hiring by Brie Wolfson. That was very helpful in helping me prep for this talk.”
Source→“Adam is known in the Valley as the most effective recruiting leader at building elite high talent density teams... Cursor acquired fully last year, which is not something that you often hear and is a testament to how good he and his team are.”
Source→“Currently, there's nothing that's stopping me from starting a software repository with Codex, and then doing more work on it with Cursor, and then finishing it up with Claude Code.”
Source→“I find Cursor is a really good harness. It's not too lazy. It'll often spin up sub-agents to get jobs done.”
Source→“This is what Cursor did. This is what sort of Decagon and Harvey are in the process of doing now.”
Source→“Grok 4.5, the cursor acquisition. Cursor has clearly accelerated meaningfully. They've shown over the last three years they can bring on more compute faster than anyone at lower prices.”
Source→“Narrow point solutions in AI infrastructure get commoditized quickly, either by well-resourced incumbents (Palo Alto Networks) or by the platforms themselves (Meta's Switchboard, Cursor, Ramp).”
Source→“Grok 4.5, the cursor acquisition. Cursor has clearly accelerated meaningfully. They've shown over the last three years they can bring on more compute faster than anyone at lower prices.”
Source→“AI is speed running what we've learned amongst humans, which is you could use the frontier model to plan and then farm out tasks to the dumber models. And it's 15 times more efficient or whatever the metric was.”
Source→“Last month, Cursor and Ramp launched AI router offerings.”
Source→“Grok 4.5 and Cursor, I think the sum of that probably hits a $10 billion ARR pretty quickly. Forget all of that... consensus estimate is $73 billion. And that's 8 gigs at $50 billion a gig... I think very little is built in from my perspective to that stock for the amount of compute that they might be able to bring on.”
Source→“Cursor operated almost identically (40 engineers, one PM) and scaled to over a billion dollars in ARR faster than almost any B2B company in history.”
Source→“Rohan Varma is a Product Manager on Codex at OpenAI, their fastest-growing product since GPT. Before that, he was the first PM at Cursor, which scaled past $1B ARR faster than almost any B2B company in history.”
Source→“What do OpenAI, Anthropic, Cursor, Vercel, Replit, Sierra, Clay, and hundreds of other winning companies all have in common? They are all powered by WorkOS.”
Source→“Cursor for iOS — Build with coding agents from anywhere (379 votes)”
Source→“The largest acquisition ever of a VC-backed startup, outside of when Elon Musk self-dealt for xAI. The purchase would be made in shares of SpaceX, which climbed another 20% yesterday and opened even higher this morning.”
“I pointed Cursor at it. Cursor used this command line tool called Untrunk to recover the video... Once Untrunk recovered the video, I asked Cursor to fix the out-of-sync audio as well. It ran this complicated FFmpeg command that I would have never come up with myself.”
Source→“Cursor raised $3.38 billion since its 2022 founding, from firms like Thrive Capital, a16z, OpenAI Startup Fund, BoxGroup, Dorm Room Fund, Accel, DST Global, WndrCo, CRV, Coatue, Nvidia, Hanabi Capital, and Lauder Partners.”
“Court-appointed trustees sold the shares back to Cursor at cost during FTX's bankruptcy process. They would have been worth billions.”
“SpaceX exercised a call option to acquire AI coding startup Cursor for $60 billion, according to an SEC filing.”
“We were voted the most likely to fail. Cursor was voted the second most likely to fail. OpenAI was voted the third or something... Cursor, I think it's getting sold.”
Source→“OpenAI. Anthropic. Cursor. Gross margins crossed into strongly positive territory in the last three to six months.”
Source→“WorkOS... 'Literally every startup that I'm an investor in that starts to expand upmarket ends up working with WorkOS... It's essentially Stripe for enterprise features.'”
Source→“Cursor needed to figure out a way to have compute and their own models and a way to survive against Codex and Claude Code.”
Source→“His overall portfolio out of what he his slush fund that he was inappropriately using illegally using customer funds to go invest. It'd be 114 billion dollars today.”
Source→“They bought Cursor for $60 billion or have an option to buy Cursor for $60 billion. And Cursor, I think, is at $3 or $4 billion in revenue.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.