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I use cursor 8+ hours/day at work, and have full (and effectively unlimited) access to Claude Code and Codex - tools which I also use personally. I suspect th

I use cursor 8+ hours/day at work, and have full (and effectively unlimited) access to Claude Code and Codex - tools which I also use personally. I suspect that your "constant popups" were when you were using the editor - a mode that I'll confess I haven't touched in 3+ months. Workflow in Cursor is actually awesome - I'm a little outdated in how I use it - I still establish goals/objectives, rather than managing the loop which does so - but if you can think broadly enough - I find it's pretty efficient. Key things I like about Cursor (and I recognize I'm dating myself a bit here): - Plan Mode is really solid - I shift-tab, have it go create the plan using whatever insanely expensive SOTA model is available - I will usually spend 5-10 minutes on the Plan - review it, maybe even tweak it a little. (though 90% of the time it's fine out of the gate) - Ability to select any model for every task - I'll switch between Opus 4.8 High/xHigh/... I'll even switch to 1M context for the planning phase upfront. - It does an *excellent* job managing permissions and looping the agents and spinning up sub-agents for you - you set the goal, run the plan mode - and then let it churn for however long is required - pretty common to have a 30-45 minute run and come back to a fully created/tested product. The nice thing about Cursor (and honestly Claude Code, Codex) - there isn't really any "prompt engineering" involved. You just say, "Go Build me x - it should have y,z features - and build it in golang for me" - and that's it - the 3-4 page Plan comes back - usually pretty credible - and then you click "build.".

UncleOxidant 4mo ago
But what's the $60B differentiator here? There are so many similar tools out there. I generally use Opencode, but also Claude code, antigravity and sometimes Kilo code on VS Studio. How can cursor be worth even 10% of 60B?
- woobar 4mo ago
  > How can cursor be worth even 10% of 60B? Maybe because SpaceX paid with monopoly money (all stock deal)?
  - nwienert 4mo ago
    It's the data. To do RL.
- ghshephard 4mo ago
  I think the argument for Cursor is that it's the dominant tool that enterprises are using for coding, so the theory is Cursor wins that as the "model agnostic", it has a phenomenal Enterprise Sales Team. From a valuation model - $4B ARR with rapid growth, and the ability to shift traffic to internal models (honestly, massive amount of the time "composer" - their internal model is fine, and obviously going to get better). Say 17x Multiple which isn't unheard for a rapidly growing Startup with solid future structural profit elements (moving to internal model) - that gets you to $68B.
  - lwhi 4mo ago
    The fact it's agnostic has to be useful. Being able to compare outcomes for workflows involving competitors will obviously be v v v v useful.
  - pqtyw 4mo ago
    > $4B ARR If you resell something worth $5 for $5 while having to pay for R&D and operating expenses that's not exactly comparable with a company that's selling actual products. > Say 17x Multiple On an extremely low margin business it is, yet again that wouldn't be the stupidest thing in today's market.
  - UncleOxidant 4mo ago
    > so the theory is Cursor wins that as the "model agnostic" But there are many model agnostic harnesses out there: OpenCode, Roo, Cline, and many others. And even Claude Code can be setup to use non-Anthropic models.
    - mikestorrent 4mo ago
      As a Cursor user, I don't have to have thought about the providers behind the compute - I get name brand Claude, or cheap Kimi, or Grok, and it's all got roughly the same agentic experience, and only one bill. Enterprises love this.
      - AgentMasterRace 4mo ago
- arcanemachiner 4mo ago
  I believe they have some very good training data because of all the data generated by people using the service. This is the same data they used to finetune Kimi K2.5 to make their newer Composer models, which benchmark substantially better than Kimi K2.5. I've heard they also want to build their own base models, which will also benefit from their large amount of high-quality training data. Which will solve Grok's model quality problem. This is all unsourced conjecture of course. But it's what I've heard.
  - ifwinterco 4mo ago
    Also from what I understand (not my day job) we're now at the point where the post-training tuning (RLHF etc.) is increasingly important since pre training no longer scales. So it's not really fair to call it "fine tuning", it's an important part of building a coding model in 2026, and cursor have done a pretty good job with Composer
- ryanjshaw 4mo ago
  Where else are you going to get access to a real-time fresh high quality stream of human intelligence to grow your baby AGI? You can’t buy Codex, Claude, Copilot, so what’s left?
  - 05 4mo ago
    Chinese transfer stations?
    - ayewo 4mo ago
      > Chinese transfer stations? For anyone that doesn't get the reference, please start here [1]. 1: https://www.chinatalk.media/p/how-to-buy-cheap-claude-tokens-in https://www.chinatalk.media/p/how-to-buy-cheap-claude-tokens...
- Romario77 4mo ago
  they are paying for marketshare/customer base. Cursor has a good chunk of it. xAI overbuilt their data centers - they can't find paying customers for them, that's the reason they made deals with other companies like Google to use their own datacenters. Cursor has the opposite problem of not having enough capacity. So this works well for them together. Weather it's worth it - if you beleive that AI will solve every problem then having a piece of the pie early on might be worth it. Remember how when google bought youtube for 1.65 billions people thought they are crazy? Or when facebook bought instagram. 60B is a crazy number but might be worth it for someone fighting for world dominance :)
  - iririririr 4mo ago
    you are completely equivocated on most points. xai is on the line to delivery capacity they already sold to Google and most analysts think they are 50/50 on actually meeting it. the only proof they have capacity is that musk claims all the money they are burning is going to datacenters and gpu (mostly because if he put it on anything else the lie would be obvious)
    - imtringued 4mo ago
      Musk is the type of person that would raise billions in funds for a datacenter in space and then just build a datacenter on the ground.
  - 01100011 4mo ago
    > they are paying for marketshare/customer base Or are they paying for talent? It seems like xAI is sorely lacking in talent, most likely due to the CEO and folks' aversion to him. By throwing around some SpaceX monopoly money he can trap some talent with retention clauses and try to invigorate his failed AI business.
  - nix0n 4mo ago
    > Remember how when google bought youtube for 1.65 billions people thought they are crazy? Or when facebook bought instagram. I think these are good examples: in both of those cases the buyer had a plan to monetize. If you are a user of Cursor, expect to pay more for it or switch.
- matt-p 4mo ago
  I don't know what cursors market share is but it feels like 20-25% to me. That is not worth nothing. Then; 1) The data they have flowing through the system that enabled them to build composer (which is much better than stock kimi 2.5) and is presumably allowing the training of a new model on space Xs compute. 2) Cursors new 'github' replacement. 3) Enterprise sales/traction If you look at all of these together, it's not implausible that they end up mostly 'owning' coding in 5 years time. If they replace GitHub with something more compatible with agentic coding and bring it into their whole ecosystem providing cloud and local agents, PR review and own frontier coding model. It's specialised vs 'borg' isn't it. One way of thinking is that the world is owned by Anthropic/OpenAI and coding is just one of many things their model and software does. Another view is we have a 'coding with LLMs' company that specialises in this field of endeavour. Hard to say which wins, but I think they have a shot. Personally my only objection to cursor is that it's more expensive. That's it, otherwise it is great to be able to choose say GPT-5.5 when I want to work on backend and Opus when I want to work on front end. Great to have PR review built in. If they were able to get composer 3 to as good as GPT5.5 / fable at the price of composer 2.5 they'd be winning on price again.
  - pqtyw 4mo ago
    > If you look at all of these together, it's not implausible that they end up mostly 'owning' coding They really need to change their trajectory then? And regardless being owned by xAI, a failed AI company which turned into a datacentre operator probably won't help them to achieve that. > Hard to say which wins, but I think they have a shot. The market for "coding harnesses" and "AI IDEs" is already oversaturated and they are effectively a commodity at this point, you can use any of them with any provider more or less interchangeably.
    - matt-p 4mo ago
      > They really need to change their trajectory then? They need to step up progress sure. > And regardless being owned by xAI, a failed AI company which turned into a datacentre operator probably won't help them to achieve that. I think near unlimited access to compute is exactly what they need to train a frontier level coding model and serve it cheaply and profitably. > The market for "coding harnesses" and "AI IDEs" is already oversaturated I think my entire point was that it's not just a AI IDE. It's a coding focused model (currently Composer 2.5, soon hopefully something better), a Github Replacement, PR review/Bug Bot, Cloud Agents and so on and so forth. It's a ecosystem. An enterprise signs a MSA with you and gets everything they need all in one place.
- trhway 4mo ago
  Their revenue is 3B, and 20x is pretty typical. We’re in the new era where startups boast about and bought based on revenue and not on just a number of users with unclear path to monetizing as it had been for the previous couple decades. We can also note that we see Thrive Capital (Kushner) again in a win.
- dakolli 4mo ago
  How are you switching between like 5 different editors lol. Bro sloppers will do anything to get their fix. Like the old people at the casino switching slot machines all day based on some occulted understanding that only they think they have.
- fuzzfactor 4mo ago
  >How can cursor be worth even 10% of 60B? It can't as long as there is plenty of AI without it. The real differentiatior is that if $60B today turns out to be all thrown away in a worst-case scenario, it would be easily more affordable and there would be less negative impact than $47B at the time if it was all thrown away on Twitter.
flyingcircus3 4mo ago
There is most certainly still prompt engineering involved. How there can be both the responsivity to different cues like "plan this", "write this", "analyze this", "defend this", "poke holes in this", but not responsivity to the various terminology you provide in your explanations of "this", where to get information about specs/standards/requirements, what details I care about, and therefore can't compromise on, vs what details I'm willing to accept whatever the top reddit post from 4 years ago recommends. I don't see how these systems can have the ability to be effectively expressive about all of the minutia, and not have all of the various different possible expressions lead to vastly different outcomes.
- ghshephard 4mo ago
  I think all of the cues that you just described are in the plan. For example - I might (real world example from this morning): "Create a script that installs hashicorp vault and consul, store the data on consul. Then create ahelper script that will fill the vault server with sample data. Add HTTPS support. Now write a framework that reads and decrypts the encrypted data in consul. Support old (pre 1.3) and new (post 1.3 vault). " That generates a 6 page plan using Opus 4.8 w/1mm context, including notes on what to prioritize, what format to create the scripts in, etc... (My cursor guidance already has a couple months of hints as to what I want in terms of scaffolding unit tests, canonical linux, performance, security, etc...) That 6 page plan is the "Prompt" - but it's entirely generated by Cursor/Opus. It's there to tweak if you want to emphasize, or provide some taste - but, honestly - it probably does a better job than I would - so ~90% of the time I just accept the plan as is.
- smoe 4mo ago
  I would say prompt engineering, in the sense of people claiming you need to include in every prompt magic incantations like "You are a senior engineer from a superintelligent alien species" and "take a deep breath and make no mistakes" doesn’t really do that much for everyday work I feel or they are all already included in the system prompt maybe. I reckon it can still edge out a few percentage points in automation. What actually matters is the ability to communicate well in general, not anything LLM-specific. Being able to state what you want clearly and unambiguously, and having a sense for what additional information you need to dump, even when the other side claims they already have everything they need.
embedding-shape 4mo ago
> there isn't really any "prompt engineering" involved You should make an experiment; take someone who never used any LLMs or agents, and tell them to use it for the first time in front of you, and tell them to build something like a calculator program or whatnot. Bonus points if they're ICs or at least not-managers. I think there is a lot us engineers take for granted, when it comes to communicating via text, how to state things clearly and what we think/reason when we read things. A lot of people don't have those "skills" innate, and the first time they use LLMs, they basically don't know how to interact with them, until they realize what they're able to do and not. Then they also learn what to say to steer the model into the right way, this is quite literally a "prompt engineering" skill they're now learning.
- hibikir 4mo ago
  You don't even have to go outside engineers. I have teammates that get very little out of Claude Code because the way they integrate their own knowledge doesn't allow them to think of what Claude might not know. They'd say a task was impossible with the tooling, and I'd get instant answers, because I understand what is weird internal business logic sitting 6 repos away, and what is knowledge claude has by default. I can commit Claude.md files for them, but I have to include EVERYTHING, because otherwise they'll let Claude make assumptions and waste minutes, if not hours. It's a big part of what, in my experience, is separating the very good engineer from the iffy one: Do you have a good mental model, and can you put yourself in the shoes of people sitting in a different mental model? It makes you a better dev, and even more so when it comes to AI tools, which have their own kind of alien brain.
  - ohmahjong 4mo ago
    Thanks for putting into words what I have been seeing a lot at work and haven't been able to put my finger on. We tend to have quite diverse _workflows_ between devs at my company, and success seems to correlate with injecting better context earlier in the process. I like to chat with Claude about how to approach a given problem, bring in extra context, etc, before even really drafting up a plan, while other people dive into implementation immediately and go on wild goose chases. 90% of the time we end up in the same place in roughly the same amount of time, and there are obviously tradeoffs to spending more time planning vs implementing. I'm oversimplifying as well.
davedx 4mo ago
But that sounds like the same workflow as Codex or Claude, except Cursor is only a harness without its own model? (Or do they have their own model?)
- ghshephard 4mo ago
  You nailed it - in fact, most of Anthropic's early revenue came from Cursor - much of claude code programming components is essentially a feature copy of Cursor, so it makes sense they are similar. Cursor does have it's own model - it's a heavily reworked version of KimiK2, called "composer" - that I use a lot of the time when I have fairly straightforward tasks that don't require a lot of exploration or independent thought. Lot cheaper - the Input/CacheWrite/CacheRead/Output costs of Opus 4.8 are $5/$6.25/$0.5/$25 per mm tokens, vs $0.5/-/$0.2/$2.5.
01100011 4mo ago
Yes, I tried to use Cursor as an editor. Terrible idea in hindsight. So your workflow now looks like mine except I prefer a different editor and only use the latest and greatest model so Cursor basically offers nothing over Codex. I disagree about prompt engineering, but it's one of those things that probably varies because of what language you use, what problems you solve, and the degree to which you care about the output. Unless I'm writing tests, I keep AI on a very short leash because I'm writing critical code used by a very large number of users. I have noticed big differences in output quality depending on how I steer AI. Without steering, it will happily leave in dead code, change the use of variables so they need to be renamed, assume or fail to assume invariants, etc. As I said in another comment, I think we won't need to do that for very much longer, but right now it seems essential.
gigatexal 4mo ago
I think I do this with Claude every day. I don’t see why I need to pay for cursor to get this too.
- ghshephard 4mo ago
  You absolutely don't. I use all three products. My preference is Claude Code for my personal project. The one at work is kind of sandboxed off - but does have the benefit of an MCP for every enterprise service we have (Kibana, Victoria Metrics, Grafana, Jira, etc...) - which is nice. Over time - I expect Composer will be cheaper than Opus 4.8 - but the nice thing about Cursor - you can flick between models. And (this is purely a personal thing) - I really like the extensive collection of "Plans" that cursor tracks - there isn't really a similar thing in Claude Code - but I really like the Claude.AI interface for everything else. It's also a much better general knowledge agent - the Cursor Chat interface isn't as nice.
  - gigatexal 4mo ago
    I’m not sure what you’re on about. I had Claude doing swarm engineering using different models. It would write specs that haiku would implement, it would check itself etc etc. with a simple phrase it goes into planning, multi agent mode, and chews on a problem until it’s done. It’s pretty autonomous. Maybe you haven’t looked deeper into what modern Claude can do?
    - baq 4mo ago
      Different models aren’t subagents - they’re completely orthogonal. I use Gemini subagents for code review in cursor, but mostly use gpt for actual coding.
    - ghshephard 4mo ago
      The Different Model approach is where from tasks to task - I can switch from Opus 4.8, GPT 5.5 and (very often) composer 2 at 1/10th the cost. It's not perfect, btw - to some degree you are at the mercy of which models they support - currently only 27 from Gemini, OpenAI, Anthropic, Grok, and Kimi (Just K2.5) - presumably because they have commercial arrangements with them. The "Bring your own Model" model requires you plunk in your API key - which sucks. And only one at a time. To the best of my Knowledge, Claude Code only supports one model at a time if it's not one from Anthropic (which will use the the entire suite of Anthropic Models depending on the task) - and you have to override it to a single model with an environment variable at startup - no ability to flick between models from task to task. Depending on your workflow - you can save 70-90% on costs just by chosing a reasonable model for really extensive tasks that don't require thinking, max context, etc....
kopirgan 4mo ago
Not trying to be funny but seriously, if these tools can produce a tested 'product' in 45m, shouldn't we be seeing millions of them out there? I mean how far are we from a fully AI built Oracle ERP or even a notepad or helix?
- ghshephard 4mo ago
  It's a solid question - and to some degree what https://programbench.com/ https://programbench.com/ tries to measure. Some of the issues (off the top of my head): - Note - that my "product" was about 3,000 lines of code - so tiny. But https://metr.org/ https://metr.org/ should give you some insight into the complexity the models are capable of. - you have to be able to imagine the product. If I have the time, and energy, to imagine what I want - the model will build it. Here is an example of a much better programmer than I and something he wanted built - https://www.boatbomber.com/blog/claude-fable-5 https://www.boatbomber.com/blog/claude-fable-5 - These are the first drafts. On average - any complex system needs about 10 years and at least 1000 active and enthusiastic about reporting users to really get robust code. Writing if via LLM doesn't (at least so far in my experience) help that much in reducing bugs if you were previously following any semblance of TDD. Lots of bugs in the code - the products you listed above have literally tens of millions of years of user experiences and bug reports that got them to where they are today. No silver bullet yet - just faster, less effort - and it enables non-technical people to create (still buggy) products.
- __patchbit__ 4mo ago
  Millions of produced verified software engineered products in 45 minutes in the likeness of Oracle ERP or notepad++, helix are small potatoes when you see the unbounded ambitions of SpaceX in full. The end point may squeeze quality of operations at the subminute time span for ground control environment seriously launching Starship rockets one an hour, for example.
- z3t4 3mo ago
  Have you ever heard "I can do that in a weekend" and they usually can. The difficult part is not building the product, it's selling and marketing, the buisness part. It's quite common buisness tactic to outright copy someone else's product or buisness.
sramam 4mo ago
> Key things I like about Cursor (and I recognize I'm dating myself a bit here) What a world we live in - "dating oneself" is measured in weeks/months! :)
hackermanai 4mo ago
> You just say, "Go Build me x - it should have y,z features - and build it in golang for me" - and that's it - the 3-4 page Plan comes back - usually pretty credible - and then you click "build.". What you're describing seems like a workflow for building toys only. There's currently no reality in which someone would actually know what the y,z features are before making them. A plan generated in 5min would likely suggest a suboptimal solution compared to what a good solution would look like (which might take a year or two to figure out, for a human, so still a week or so for SOTA models if at all possible). Building something in golang is cute, but hard to be convinced until more novel applications are being generated from prompts. The data submitted by Cursor's users tho, that seems to be very valuable.

UncleOxidant 4mo ago

But what's the $60B differentiator here? There are so many similar tools out there. I generally use Opencode, but also Claude code, antigravity and sometimes Kilo code on VS Studio. How can cursor be worth even 10% of 60B?

woobar 4mo ago
> How can cursor be worth even 10% of 60B? Maybe because SpaceX paid with monopoly money (all stock deal)?
- nwienert 4mo ago
  It's the data. To do RL.
ghshephard 4mo ago
I think the argument for Cursor is that it's the dominant tool that enterprises are using for coding, so the theory is Cursor wins that as the "model agnostic", it has a phenomenal Enterprise Sales Team. From a valuation model - $4B ARR with rapid growth, and the ability to shift traffic to internal models (honestly, massive amount of the time "composer" - their internal model is fine, and obviously going to get better). Say 17x Multiple which isn't unheard for a rapidly growing Startup with solid future structural profit elements (moving to internal model) - that gets you to $68B.
- lwhi 4mo ago
  The fact it's agnostic has to be useful. Being able to compare outcomes for workflows involving competitors will obviously be v v v v useful.
- pqtyw 4mo ago
  > $4B ARR If you resell something worth $5 for $5 while having to pay for R&D and operating expenses that's not exactly comparable with a company that's selling actual products. > Say 17x Multiple On an extremely low margin business it is, yet again that wouldn't be the stupidest thing in today's market.
- UncleOxidant 4mo ago
  > so the theory is Cursor wins that as the "model agnostic" But there are many model agnostic harnesses out there: OpenCode, Roo, Cline, and many others. And even Claude Code can be setup to use non-Anthropic models.
  - mikestorrent 4mo ago
    As a Cursor user, I don't have to have thought about the providers behind the compute - I get name brand Claude, or cheap Kimi, or Grok, and it's all got roughly the same agentic experience, and only one bill. Enterprises love this.
    - AgentMasterRace 4mo ago
arcanemachiner 4mo ago
I believe they have some very good training data because of all the data generated by people using the service. This is the same data they used to finetune Kimi K2.5 to make their newer Composer models, which benchmark substantially better than Kimi K2.5. I've heard they also want to build their own base models, which will also benefit from their large amount of high-quality training data. Which will solve Grok's model quality problem. This is all unsourced conjecture of course. But it's what I've heard.
- ifwinterco 4mo ago
  Also from what I understand (not my day job) we're now at the point where the post-training tuning (RLHF etc.) is increasingly important since pre training no longer scales. So it's not really fair to call it "fine tuning", it's an important part of building a coding model in 2026, and cursor have done a pretty good job with Composer
ryanjshaw 4mo ago
Where else are you going to get access to a real-time fresh high quality stream of human intelligence to grow your baby AGI? You can’t buy Codex, Claude, Copilot, so what’s left?
- 05 4mo ago
  Chinese transfer stations?
  - ayewo 4mo ago
    > Chinese transfer stations? For anyone that doesn't get the reference, please start here [1]. 1: https://www.chinatalk.media/p/how-to-buy-cheap-claude-tokens-in https://www.chinatalk.media/p/how-to-buy-cheap-claude-tokens...
Romario77 4mo ago
they are paying for marketshare/customer base. Cursor has a good chunk of it. xAI overbuilt their data centers - they can't find paying customers for them, that's the reason they made deals with other companies like Google to use their own datacenters. Cursor has the opposite problem of not having enough capacity. So this works well for them together. Weather it's worth it - if you beleive that AI will solve every problem then having a piece of the pie early on might be worth it. Remember how when google bought youtube for 1.65 billions people thought they are crazy? Or when facebook bought instagram. 60B is a crazy number but might be worth it for someone fighting for world dominance :)
- iririririr 4mo ago
  you are completely equivocated on most points. xai is on the line to delivery capacity they already sold to Google and most analysts think they are 50/50 on actually meeting it. the only proof they have capacity is that musk claims all the money they are burning is going to datacenters and gpu (mostly because if he put it on anything else the lie would be obvious)
  - imtringued 4mo ago
    Musk is the type of person that would raise billions in funds for a datacenter in space and then just build a datacenter on the ground.
- 01100011 4mo ago
  > they are paying for marketshare/customer base Or are they paying for talent? It seems like xAI is sorely lacking in talent, most likely due to the CEO and folks' aversion to him. By throwing around some SpaceX monopoly money he can trap some talent with retention clauses and try to invigorate his failed AI business.
- nix0n 4mo ago
  > Remember how when google bought youtube for 1.65 billions people thought they are crazy? Or when facebook bought instagram. I think these are good examples: in both of those cases the buyer had a plan to monetize. If you are a user of Cursor, expect to pay more for it or switch.
matt-p 4mo ago
I don't know what cursors market share is but it feels like 20-25% to me. That is not worth nothing. Then; 1) The data they have flowing through the system that enabled them to build composer (which is much better than stock kimi 2.5) and is presumably allowing the training of a new model on space Xs compute. 2) Cursors new 'github' replacement. 3) Enterprise sales/traction If you look at all of these together, it's not implausible that they end up mostly 'owning' coding in 5 years time. If they replace GitHub with something more compatible with agentic coding and bring it into their whole ecosystem providing cloud and local agents, PR review and own frontier coding model. It's specialised vs 'borg' isn't it. One way of thinking is that the world is owned by Anthropic/OpenAI and coding is just one of many things their model and software does. Another view is we have a 'coding with LLMs' company that specialises in this field of endeavour. Hard to say which wins, but I think they have a shot. Personally my only objection to cursor is that it's more expensive. That's it, otherwise it is great to be able to choose say GPT-5.5 when I want to work on backend and Opus when I want to work on front end. Great to have PR review built in. If they were able to get composer 3 to as good as GPT5.5 / fable at the price of composer 2.5 they'd be winning on price again.
- pqtyw 4mo ago
  > If you look at all of these together, it's not implausible that they end up mostly 'owning' coding They really need to change their trajectory then? And regardless being owned by xAI, a failed AI company which turned into a datacentre operator probably won't help them to achieve that. > Hard to say which wins, but I think they have a shot. The market for "coding harnesses" and "AI IDEs" is already oversaturated and they are effectively a commodity at this point, you can use any of them with any provider more or less interchangeably.
  - matt-p 4mo ago
    > They really need to change their trajectory then? They need to step up progress sure. > And regardless being owned by xAI, a failed AI company which turned into a datacentre operator probably won't help them to achieve that. I think near unlimited access to compute is exactly what they need to train a frontier level coding model and serve it cheaply and profitably. > The market for "coding harnesses" and "AI IDEs" is already oversaturated I think my entire point was that it's not just a AI IDE. It's a coding focused model (currently Composer 2.5, soon hopefully something better), a Github Replacement, PR review/Bug Bot, Cloud Agents and so on and so forth. It's a ecosystem. An enterprise signs a MSA with you and gets everything they need all in one place.
trhway 4mo ago
Their revenue is 3B, and 20x is pretty typical. We’re in the new era where startups boast about and bought based on revenue and not on just a number of users with unclear path to monetizing as it had been for the previous couple decades. We can also note that we see Thrive Capital (Kushner) again in a win.
dakolli 4mo ago
How are you switching between like 5 different editors lol. Bro sloppers will do anything to get their fix. Like the old people at the casino switching slot machines all day based on some occulted understanding that only they think they have.
fuzzfactor 4mo ago
>How can cursor be worth even 10% of 60B? It can't as long as there is plenty of AI without it. The real differentiatior is that if $60B today turns out to be all thrown away in a worst-case scenario, it would be easily more affordable and there would be less negative impact than $47B at the time if it was all thrown away on Twitter.

flyingcircus3 4mo ago

There is most certainly still prompt engineering involved. How there can be both the responsivity to different cues like "plan this", "write this", "analyze this", "defend this", "poke holes in this", but not responsivity to the various terminology you provide in your explanations of "this", where to get information about specs/standards/requirements, what details I care about, and therefore can't compromise on, vs what details I'm willing to accept whatever the top reddit post from 4 years ago recommends. I don't see how these systems can have the ability to be effectively expressive about all of the minutia, and not have all of the various different possible expressions lead to vastly different outcomes.

ghshephard 4mo ago
I think all of the cues that you just described are in the plan. For example - I might (real world example from this morning): "Create a script that installs hashicorp vault and consul, store the data on consul. Then create ahelper script that will fill the vault server with sample data. Add HTTPS support. Now write a framework that reads and decrypts the encrypted data in consul. Support old (pre 1.3) and new (post 1.3 vault). " That generates a 6 page plan using Opus 4.8 w/1mm context, including notes on what to prioritize, what format to create the scripts in, etc... (My cursor guidance already has a couple months of hints as to what I want in terms of scaffolding unit tests, canonical linux, performance, security, etc...) That 6 page plan is the "Prompt" - but it's entirely generated by Cursor/Opus. It's there to tweak if you want to emphasize, or provide some taste - but, honestly - it probably does a better job than I would - so ~90% of the time I just accept the plan as is.
smoe 4mo ago
I would say prompt engineering, in the sense of people claiming you need to include in every prompt magic incantations like "You are a senior engineer from a superintelligent alien species" and "take a deep breath and make no mistakes" doesn’t really do that much for everyday work I feel or they are all already included in the system prompt maybe. I reckon it can still edge out a few percentage points in automation. What actually matters is the ability to communicate well in general, not anything LLM-specific. Being able to state what you want clearly and unambiguously, and having a sense for what additional information you need to dump, even when the other side claims they already have everything they need.

embedding-shape 4mo ago

> there isn't really any "prompt engineering" involved You should make an experiment; take someone who never used any LLMs or agents, and tell them to use it for the first time in front of you, and tell them to build something like a calculator program or whatnot. Bonus points if they're ICs or at least not-managers. I think there is a lot us engineers take for granted, when it comes to communicating via text, how to state things clearly and what we think/reason when we read things. A lot of people don't have those "skills" innate, and the first time they use LLMs, they basically don't know how to interact with them, until they realize what they're able to do and not. Then they also learn what to say to steer the model into the right way, this is quite literally a "prompt engineering" skill they're now learning.

hibikir 4mo ago
You don't even have to go outside engineers. I have teammates that get very little out of Claude Code because the way they integrate their own knowledge doesn't allow them to think of what Claude might not know. They'd say a task was impossible with the tooling, and I'd get instant answers, because I understand what is weird internal business logic sitting 6 repos away, and what is knowledge claude has by default. I can commit Claude.md files for them, but I have to include EVERYTHING, because otherwise they'll let Claude make assumptions and waste minutes, if not hours. It's a big part of what, in my experience, is separating the very good engineer from the iffy one: Do you have a good mental model, and can you put yourself in the shoes of people sitting in a different mental model? It makes you a better dev, and even more so when it comes to AI tools, which have their own kind of alien brain.
- ohmahjong 4mo ago
  Thanks for putting into words what I have been seeing a lot at work and haven't been able to put my finger on. We tend to have quite diverse _workflows_ between devs at my company, and success seems to correlate with injecting better context earlier in the process. I like to chat with Claude about how to approach a given problem, bring in extra context, etc, before even really drafting up a plan, while other people dive into implementation immediately and go on wild goose chases. 90% of the time we end up in the same place in roughly the same amount of time, and there are obviously tradeoffs to spending more time planning vs implementing. I'm oversimplifying as well.

davedx 4mo ago

But that sounds like the same workflow as Codex or Claude, except Cursor is only a harness without its own model? (Or do they have their own model?)

ghshephard 4mo ago
You nailed it - in fact, most of Anthropic's early revenue came from Cursor - much of claude code programming components is essentially a feature copy of Cursor, so it makes sense they are similar. Cursor does have it's own model - it's a heavily reworked version of KimiK2, called "composer" - that I use a lot of the time when I have fairly straightforward tasks that don't require a lot of exploration or independent thought. Lot cheaper - the Input/CacheWrite/CacheRead/Output costs of Opus 4.8 are $5/$6.25/$0.5/$25 per mm tokens, vs $0.5/-/$0.2/$2.5.

01100011 4mo ago

Yes, I tried to use Cursor as an editor. Terrible idea in hindsight. So your workflow now looks like mine except I prefer a different editor and only use the latest and greatest model so Cursor basically offers nothing over Codex. I disagree about prompt engineering, but it's one of those things that probably varies because of what language you use, what problems you solve, and the degree to which you care about the output. Unless I'm writing tests, I keep AI on a very short leash because I'm writing critical code used by a very large number of users. I have noticed big differences in output quality depending on how I steer AI. Without steering, it will happily leave in dead code, change the use of variables so they need to be renamed, assume or fail to assume invariants, etc. As I said in another comment, I think we won't need to do that for very much longer, but right now it seems essential.

gigatexal 4mo ago

I think I do this with Claude every day. I don’t see why I need to pay for cursor to get this too.

ghshephard 4mo ago
You absolutely don't. I use all three products. My preference is Claude Code for my personal project. The one at work is kind of sandboxed off - but does have the benefit of an MCP for every enterprise service we have (Kibana, Victoria Metrics, Grafana, Jira, etc...) - which is nice. Over time - I expect Composer will be cheaper than Opus 4.8 - but the nice thing about Cursor - you can flick between models. And (this is purely a personal thing) - I really like the extensive collection of "Plans" that cursor tracks - there isn't really a similar thing in Claude Code - but I really like the Claude.AI interface for everything else. It's also a much better general knowledge agent - the Cursor Chat interface isn't as nice.
- gigatexal 4mo ago
  I’m not sure what you’re on about. I had Claude doing swarm engineering using different models. It would write specs that haiku would implement, it would check itself etc etc. with a simple phrase it goes into planning, multi agent mode, and chews on a problem until it’s done. It’s pretty autonomous. Maybe you haven’t looked deeper into what modern Claude can do?
  - baq 4mo ago
    Different models aren’t subagents - they’re completely orthogonal. I use Gemini subagents for code review in cursor, but mostly use gpt for actual coding.
  - ghshephard 4mo ago
    The Different Model approach is where from tasks to task - I can switch from Opus 4.8, GPT 5.5 and (very often) composer 2 at 1/10th the cost. It's not perfect, btw - to some degree you are at the mercy of which models they support - currently only 27 from Gemini, OpenAI, Anthropic, Grok, and Kimi (Just K2.5) - presumably because they have commercial arrangements with them. The "Bring your own Model" model requires you plunk in your API key - which sucks. And only one at a time. To the best of my Knowledge, Claude Code only supports one model at a time if it's not one from Anthropic (which will use the the entire suite of Anthropic Models depending on the task) - and you have to override it to a single model with an environment variable at startup - no ability to flick between models from task to task. Depending on your workflow - you can save 70-90% on costs just by chosing a reasonable model for really extensive tasks that don't require thinking, max context, etc....

kopirgan 4mo ago

Not trying to be funny but seriously, if these tools can produce a tested 'product' in 45m, shouldn't we be seeing millions of them out there? I mean how far are we from a fully AI built Oracle ERP or even a notepad or helix?

ghshephard 4mo ago
It's a solid question - and to some degree what https://programbench.com/ https://programbench.com/ tries to measure. Some of the issues (off the top of my head): - Note - that my "product" was about 3,000 lines of code - so tiny. But https://metr.org/ https://metr.org/ should give you some insight into the complexity the models are capable of. - you have to be able to imagine the product. If I have the time, and energy, to imagine what I want - the model will build it. Here is an example of a much better programmer than I and something he wanted built - https://www.boatbomber.com/blog/claude-fable-5 https://www.boatbomber.com/blog/claude-fable-5 - These are the first drafts. On average - any complex system needs about 10 years and at least 1000 active and enthusiastic about reporting users to really get robust code. Writing if via LLM doesn't (at least so far in my experience) help that much in reducing bugs if you were previously following any semblance of TDD. Lots of bugs in the code - the products you listed above have literally tens of millions of years of user experiences and bug reports that got them to where they are today. No silver bullet yet - just faster, less effort - and it enables non-technical people to create (still buggy) products.
__patchbit__ 4mo ago
Millions of produced verified software engineered products in 45 minutes in the likeness of Oracle ERP or notepad++, helix are small potatoes when you see the unbounded ambitions of SpaceX in full. The end point may squeeze quality of operations at the subminute time span for ground control environment seriously launching Starship rockets one an hour, for example.
z3t4 3mo ago
Have you ever heard "I can do that in a weekend" and they usually can. The difficult part is not building the product, it's selling and marketing, the buisness part. It's quite common buisness tactic to outright copy someone else's product or buisness.

sramam 4mo ago

> Key things I like about Cursor (and I recognize I'm dating myself a bit here) What a world we live in - "dating oneself" is measured in weeks/months! :)

hackermanai 4mo ago

> You just say, "Go Build me x - it should have y,z features - and build it in golang for me" - and that's it - the 3-4 page Plan comes back - usually pretty credible - and then you click "build.". What you're describing seems like a workflow for building toys only. There's currently no reality in which someone would actually know what the y,z features are before making them. A plan generated in 5min would likely suggest a suboptimal solution compared to what a good solution would look like (which might take a year or two to figure out, for a human, so still a week or so for SOTA models if at all possible). Building something in golang is cute, but hard to be convinced until more novel applications are being generated from prompts. The data submitted by Cursor's users tho, that seems to be very valuable.