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the IDE has little value What they want is the massive user base, the data (Cursor has a lot of high quality coding data for training), the teams expertise in
by s08148692 5mo ago
the IDE has little value
What they want is the massive user base, the data (Cursor has a lot of high quality coding data for training), the teams expertise in coding models and agents, and the Composer models
60 billion is a large number but these frontier labs are burning billions a month in compute alone, and SpaceX is IPOing soon so they'll have a lot of cash to spend
- xnx 5mo agoHow massive is the Cursor user base?
- mrweasel 5mo agoThe numbers I could find says 1 million, with about 35% paying. I'd say that a million users is pretty good, but 350.000 paying users isn't, if you're a $60B company. Someone else mentioned that Anysphere has a $1B ARR, but I seriously doubt that each user is forking over ~$3000 per year.
- jmalicki 5mo agoOver $2B ARR now. Why do you doubt $3k/yr? Corporate usage skews a lot higher, when it's evaluated against hiring, not as a nice to have addon. If $10k/yr means you get work done with one less hire that's an easy decision.
- unknownx113 5mo agoenterprise contracts. ARR is almost definitely juiced by counting future contract value
- deleted 5mo ago[deleted]
- DeathArrow 5mo ago>and the Composer models You mean Kimi K2.5? They can get that for free.
- noahbp 5mo agoThis is it. I can’t believe the other commenters are unaware that Cursor recently fine-tuned an open-source model and brought it to the frontier, even if it remained there briefly. Elon/xAI want Grok to become useful for coding. Cursor has enough data and expertise to create a useful coding model. They found a price and an arrangement that made sense for both parties.