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Comment by bmay

6 days ago

> Those hypes are forgotten as fast as they are created. Remember Cursor?

of course--i use it every day. are you implying Cursor is dead? they raised $2B in funding 3 months ago and are at $1B in ARR...

9 comments

bmay

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throw444420394  6 days ago

It was a success for the company, but it is unlikely to survive long term. Now people are all focusing on Claude Code and Codex. Cursor is surviving because there are many folks that can't survive a terminal session. And because we are still in a transition stage where people look at the code, but will look at the code every day less, and more at the results and the prompts. And at the quality of the agent orchestration / tools. I don't believe the Cursor future will be bright. Anyway: my example was about how fast things are forgotten in this space.

  • trengrj  6 days ago

    This is very true but I think there is an incredibly long tail of people who "can't survive a terminal session" and I actually question if a terminal ui will win out long term.

    • throw444420394  6 days ago

      My guess is that, very soon, Claude Code and Codex (that already launched an initial desktop app) will have their GUIs that will be very different than Cursor. Not centered around files and editing, but providing a lot more hints about what is happening with the work the agent is performing.

  • yieldcrv  6 days ago

    Are you all back on vs code or what? I still have cursor open and use it the few times I want to modify code manually or visualize the file structure

    But base vs code is fine for that too

rvz  6 days ago

> Remember Cursor?

Who?

> are you implying Cursor is dead? they raised $2B in funding 3 months ago and are at $1B in ARR

That is the problem. It doesn't matter about how much they raised. That $2B and that $1B is paying the supplier Anthropic and OpenAI who are both directly competing against them.

Cursor is operating on thin margins and still continues to losing money. It's now worse that people are leaving Cursor for Claude Code.

In short, Cursor is in trouble and they are funding their own funeral.