GIGAMΞSH
@gigamesh
Cursor is valued at nearly $10b Does this make sense? Seems like a dozen companies could easily copy what they're doing.
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Metaphorical
@hyp
you control the devs, you control the future.
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GIGAMΞSH
@gigamesh
They don’t have much control though. They’re currently just bundling stuff built by other companies into a nice UX.
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Metaphorical
@hyp
what's their revenue? I imagine it's pretty decent.
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GIGAMΞSH
@gigamesh
Yea sounds like current estimated ARR is $500m
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Metaphorical
@hyp
That'll do it. UX isn't necessarily easy to replicate.
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