Comment by isodev
11 hours ago
This valuation is absurd. Perhaps a year ago- sure, but there have been so many iterations of this “kind of editor” since then, not to mention countless alternatives.
So for me it’s more of a data deal - Elon buying himself some insight into codebases and real dev usage patterns? Oh finally someone to use his dirty data centres
Cursor is still the best I’ve used are there others I should try?
I've been using Kilo Code (VS Code Plugin) for the last few days, and it does most of what I liked in Cursor without tying me to their particular subscription.
That said, people are increasingly migrating to CLI tools (Claude Code if you like the Claude models, Pi Agent if you want something that's highly customizable, Crush if you want something fun), or GUI tools that are less code-first (Codex GUI).
What makes Crush fun?
People keep saying this and they don't understand how businesses work.
Cursor has 1B in enterprise revenue. It doesn't matter if people can clone their product, those deals don't move slowly
> Cursor has 1B in enterprise revenue.
That' all well and good and they had astounding growth rates but doesn't mean much. And 1B in ARR is not _that_ much in comparison. Also, reportedly they spend all their revenue and they have no control over the spend-side. The models they use will very likely get much more expensive. All the foundation model companies have a competing product. Cursor has the first mover advantage, but that will only help then so much. There have been plenty companies who grew fast, had huge revenue, but failed in the end, because they never got profitable. That's also in the cards for Cursor, if they don't fundamentally change their business model
Put 1B into a better product and 10B into marketing. If you can’t beat their 1B in revenue, the market for making your money back on the Cursor acquisition also isn’t there.