lc

Think Saturday I’m going to start this. Start at some random bar / pub on the UWS or UES and work my way down to midtown and finish up at Peter Dillons.

deeper dive since my prediction struck a nerve: cursor raised at $10B valuation 50 employees, $300M ARR we’ll do the math on those numbers in a second i was early adopter (early 2023) deployed it at robinhood now building coding agents for non-engineers here's their trap: they built the perfect IDE for developers massive growth, real revenue, happy users but they control no center board territory in chess, you need squares that matter in the endgame cursor owns: - distribution to developers (who are disappearing) - a UI layer on openai/anthropic (who compete directly) - workflows for human coding (which won't exist) zero strategic position for what's next meanwhile: anthropic ships claude code - better margins, direct to users openai has their own - same story cursor is the middleman in a direct world back to that math: $300M revenue, 50 people, billion in funding paying their competitors for every query -300% gross margins cursor: spent $1B making developers 10x faster at becoming obsolete

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