zacyungblut

3 ms·

1. 1.▲
   by zacyungblut 5mo ago

   Wise words
2. 2.▲
   by zacyungblut 5mo ago

   Glad I’m not the only one who feels this way. Even though I personally use Cursor, there’s no way it’s even a fraction of $60B
3. 3.▲
   by zacyungblut 5mo ago

   NVIDIA has 42,000 employees. Even still, when their deal with Cursor comes to an end do we really expect them to stay loyal? And further, sign on with xAI? When they could instead sign with the new hottest enterprise coding IDE (Claude, Cod
4. 4.▲
   by zacyungblut 5mo ago

   How much is Cursor really beyond a VSCode fork? Like, do we really think no one else could figure that out?
5. 5.▲
   by zacyungblut 5mo ago

   I agree with you and I personally use Cursor. Just don’t see how there’s a moat that makes it worth $60b. A team could build an AI IDE in a week, this could be a race to the bottom
6. 6.▲
   by zacyungblut 5mo ago

   I feel Cursor isnt’t even worth $6B. What is the moat, the value, the sauce here? The “apply” model to turn LLM output into code changes? I like SpaceX a lot but this really doesn’t make sense at $60B