2 ms·

Because of user count? Same was said about instagram. with all due respect, devs don't seem to understand business

by dubeye 7mo ago

alvis 7mo ago
Who are the users? I haven't seen many pro users using cursor
- dubeye 7mo ago
  you've formed an opinion on the value of the company without knowing how many users it has? Kind of proves my point, no?
- freehorse 7mo ago
  Companies. Single devs can jump around IDEs and TUIs more easily but that’s not what companies tend to do.
i_think_so 7mo ago
But do devs know a which IDE is better? That seems to be a rather important question here.
- dubeye 7mo ago
  It's not 'the' most important question.
jcelerier 7mo ago
Or devs are just different users who care about different things and have different experiences. Reminds me of the famous dropbox post: https://news.ycombinator.com/item?id=9224 https://news.ycombinator.com/item?id=9224 - I don't even know if dropbox still exists in 2026 but i'm still happily using rsync and mailing things around because dropbox has just absolutely never worked reliably for me, unlike my 2007 gmail account. Likewise, if it were up to me, instagram and any business whose business model revolves around ads would be banned (because ads would be banned because advertisement is harmful in general).
- dubeye 7mo ago
  It's fine to care about different stuff, but if you want to understand the valuation of a company, then your experience only goes so far. it's not going to make any sense unless you broaden your scope of interest to the metrics that impact valuation.
  - jcelerier 7mo ago
    I don't read OP's post we're talking about ("What's crazy is that a company [...] could be worth more than $60B...") as not understanding, but as disagreeing that our world should work in such a way where this state of affair is even remotely considered acceptable
    - dubeye 7mo ago
      It's an interesting idea that society should somehow prevent companies valuation being linked to how many people use their product. Unsure how it would work in practice.
matthewdgreen 7mo ago
Are you using the same AI engineering tools you were using 2-3 years ago? 1 year ago? I'm not. Without a network effect, capturing revenue is hard.
- dubeye 7mo ago
  My use is not relevant. It's not ideal to extrapolate from your own personal habits. cursor's user volume and growth is the important thing

Because of user count? Same was said about instagram. with all due respect, devs don't seem to understand business

by dubeye 7mo ago

Because of user count? Same was said about instagram. with all due respect, devs don't seem to understand business

alvis 7mo ago

Who are the users? I haven't seen many pro users using cursor

dubeye 7mo ago
you've formed an opinion on the value of the company without knowing how many users it has? Kind of proves my point, no?
freehorse 7mo ago
Companies. Single devs can jump around IDEs and TUIs more easily but that’s not what companies tend to do.

i_think_so 7mo ago

But do devs know a which IDE is better? That seems to be a rather important question here.

dubeye 7mo ago
It's not 'the' most important question.

jcelerier 7mo ago

Or devs are just different users who care about different things and have different experiences. Reminds me of the famous dropbox post: https://news.ycombinator.com/item?id=9224 https://news.ycombinator.com/item?id=9224 - I don't even know if dropbox still exists in 2026 but i'm still happily using rsync and mailing things around because dropbox has just absolutely never worked reliably for me, unlike my 2007 gmail account. Likewise, if it were up to me, instagram and any business whose business model revolves around ads would be banned (because ads would be banned because advertisement is harmful in general).

dubeye 7mo ago
It's fine to care about different stuff, but if you want to understand the valuation of a company, then your experience only goes so far. it's not going to make any sense unless you broaden your scope of interest to the metrics that impact valuation.
- jcelerier 7mo ago
  I don't read OP's post we're talking about ("What's crazy is that a company [...] could be worth more than $60B...") as not understanding, but as disagreeing that our world should work in such a way where this state of affair is even remotely considered acceptable
  - dubeye 7mo ago
    It's an interesting idea that society should somehow prevent companies valuation being linked to how many people use their product. Unsure how it would work in practice.

matthewdgreen 7mo ago

Are you using the same AI engineering tools you were using 2-3 years ago? 1 year ago? I'm not. Without a network effect, capturing revenue is hard.

dubeye 7mo ago
My use is not relevant. It's not ideal to extrapolate from your own personal habits. cursor's user volume and growth is the important thing