Comment by 3182876

17 hours ago

Cursor is allegedly worth $60B. That is a higher market cap than Mercedes Benz group, which is profitable and has $144B revenue.

But the website uses 100% CPU. And this is a beta for paid plans, not a GitHub alternative.

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3182876

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LaurensBER  17 hours ago

All AI companies are valued as if they'll win the AI race. Problem is, only one can win *

* That is, if a lab like Deepseek doesn't release a "good enough" model for the cost of electricity + a thin margin. Then all AI company lose and all consumers win.

  • LelouBil  16 hours ago

    What does it even mean to "win the AI race" ?

    Right now there are many providers providing different tradeoffs, for different usages.

    Would "winning" mean releasing an all-purpose better model that will outperform every other companies for all kind of tasks ? Something like AGI but cost effective ?

    Or is it winning the consumer-side AI race ? Like making a kind of "super personal AI assistant" the likes you would see in movies and TVs ?

    I'm not arguing, I am just struggling to understand what it usually means when somebody says that, it's not like competitors will go bankrupt the second OpenAI/Anthropic/Whatever does something specific.

    • slowin  16 hours ago

      I think "winning" means being able to live up to their valuations. The market is not big enough for all of these companies to be worth as much as they claim. In that sense they must "win" or experience massive downward adjustment in their values.

      2 replies →

    • ahartmetz  7 hours ago

      >What does it even mean to "win the AI race" ?

      Creating a world-ruling AGI which feels mild sympathy for its creators, sharing some table scraps with them. Not sure if /s...