3 ms·

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",

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 3mo 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 3mo 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 3mo 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 3mo 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 3mo ago
    You get all that at the price of Cursor. Enterprises do love to spend money that's true. Open routers prices are no different than cursors and you can use any harness you want. Big brain, small brains? Hmmm
    - gjulianm 3mo ago
      Cursor has BYOK support too. I think it also has Bedrock support.
      - AgentMasterRace 3mo ago
        Yes, but it requires a subscription to use it.
- sumedh 3mo ago
  > And even Claude Code can be setup to use non-Anthropic models. Too much friction though, with Cursor its out of the box.
rimliu 3mo ago
Terminal is also model agnostic. Does it matter where you enter your prompt text?

lwhi 3mo 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 3mo 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 3mo 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 3mo 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 3mo ago
  You get all that at the price of Cursor. Enterprises do love to spend money that's true. Open routers prices are no different than cursors and you can use any harness you want. Big brain, small brains? Hmmm
  - gjulianm 3mo ago
    Cursor has BYOK support too. I think it also has Bedrock support.
    - AgentMasterRace 3mo ago
      Yes, but it requires a subscription to use it.
sumedh 3mo ago
> And even Claude Code can be setup to use non-Anthropic models. Too much friction though, with Cursor its out of the box.

rimliu 3mo ago

Terminal is also model agnostic. Does it matter where you enter your prompt text?