Comment by s08148692
7 hours ago
the IDE has little value
What they want is the massive user base, the data (Cursor has a lot of high quality coding data for training), the teams expertise in coding models and agents, and the Composer models
60 billion is a large number but these frontier labs are burning billions a month in compute alone, and SpaceX is IPOing soon so they'll have a lot of cash to spend
>and the Composer models
You mean Kimi K2.5? They can get that for free.
How massive is the Cursor user base?
The numbers I could find says 1 million, with about 35% paying.
I'd say that a million users is pretty good, but 350.000 paying users isn't, if you're a $60B company. Someone else mentioned that Anysphere has a $1B ARR, but I seriously doubt that each user is forking over ~$3000 per year.