Comment by bognition

6 hours ago

Cursor at 60B is WAY overvalued. At this point you have to assume that anything that gets touched by Elon is hyper driven financial engineering.

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bognition

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embedding-shape  6 hours ago

> Cursor at 60B is WAY overvalued.

You can't possibly mean a glorified editor-shell isn't as valuable as say Nike, Deutsche Bank, Target, Ford or Nintendo?

  • re-thc  6 hours ago

    > You can't possibly mean a glorified editor-shell isn't as valuable as say Nike

    That's a glorified feet-shell. So like-for-like?

    • embedding-shape  6 hours ago

      Say you grabbed a random selection of just 100 million people in the world, then ask them two questions, "Have you heard about Nike?" and "Have you heard about Cursor?", what would you guess the ratio would be like?

      Even when you use "Nike the Company" vs "Cursor as a general search term" to compare search history in Google Trends, it's 71/5, so I'm guessing most people would say they've heard about Nike, while probably most never heard about any software program called "Cursor".

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