2 ms·
This $9BN valuation is highly questionable. They can make a lot of money and also lose a lot of money very quickly if the momentum evaporates. It only takes Mi
by rvz 2y ago
This $9BN valuation is highly questionable. They can make a lot of money and also lose a lot of money very quickly if the momentum evaporates.
It only takes Microsoft to destroy them with VS Code + Copilot and to further lower prices for longer (and they can afford to do that for years).
This sort of hype happened with Clubhouse ($4B valuation until the users stopped signing up.), Hopin ($9BN until the pandemic ended) and Inflection AI ($4B and no-one uses it after the hype).
There really is no lock-in case for Cursor and users can easily cancel and switch back to VS Code.
I would sell at this point, before this bubble pops and the competitors begin to gain ground.