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They built nothing that someone else couldn't...and didn't. They got nothing. This is also a bit of foreshadowing for all SaaS by the way. Remember, nothing p
by tom_m 1y ago
They built nothing that someone else couldn't...and didn't. They got nothing.
This is also a bit of foreshadowing for all SaaS by the way.
Remember, nothing prevents anyone from simply vibe coding anything they see out there in the future. It turns the value of all software to near $0.
Cursor will go under. They'll be acquired for cheap (making more headlines, good press!), go bankrupt, or completely change their business into something else and undergo major restructuring. The point of Cursor is NOT to be a profitable ai code editor business. Look at the investors. Thrive dumped over $9B, using that $9B to advertise, market, and sell the product and services offered by the other companies they invest in -- the LLMs. At the end of the day, that's where the money flows.
In fact, none of the investors care one bit of Cursor survives. It's served its purpose. It was the "freebie" that people give out, the appetizer, for something bigger.