Companies330 Funding$40.1B Rounds110 ▲5 mo Investors77 Eng roles3943 4 events pending
VIX The Intelligent Venture Terminal beta

Cursor

stale — 10 unprocessed events

Cursor

☆ Watch

SpaceX acquired Cursor for $4 billion in revenue, at 15 times the revenue. observed

stale · evidence 6d ago 29 sources no confidence data
77.6/100
Venture signal
scored above 74% of late peers
Outlook Stable
Why this score? ↓
Funding
$900M
Adoption
no signal
downloads / week
Developer
not scored
momentum / 100
Hiring
no board
eng openings

New infrastructure surfaces

Subdomains appearing in public certificate-transparency logs — infrastructure standing up, dated at detection. Intent labels are deterministic (token map), not guessed.

dev.cursor.io 08-03 api.cursor.io product surface 10-10

Traction

Current round

Opportunity & risk

↗ Strongest signal: funding_magnitude (29% of the score).

25 independent sources 1 promoted signal latest signal 2026-06-30 inspect the evidence →

The skeptic's read what this company has said, judged against what happened

2 claims on record 0 verified 0 contradicted 2 still unproven

Unproven ≠ false — it means the deadline or the evidence hasn't arrived. Nothing here is editorial: every count is a ledger row you can open on the Proof page.

Intelligence signals registry · promoted

Cross-source signals that survived the scoring gauntlet or were hand-curated. ✓ verified = bound to an exact transcript passage with a voiceprint-confirmed speaker.

Evaluation

How it's evaluated Four independent layers

No single number decides. Layers can disagree — that's the point. New to this? →

Platform score derived
78/100
Founder self-assessment claimed
11/100
Investor ratings opinion
Expert ratings opinion
Rate this company Investor or expert role required
/5 · 0 investors

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VIX signals 5 hard signals across 2 sources

The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

See the full track record →

What people are saying 133 signals from 8 voices
Technology No signals collected yet
No technology data yet. This category is part of the record and will populate as evidence is collected or the founder provides it.
Team & hiring No signals collected yet
No team & hiring data yet. This category is part of the record and will populate as evidence is collected or the founder provides it.
Market & funding stage 1 of 3 signals present
Funding stage
not provided
Lifecycle stage
not provided
Latest round stage
growth observed stale
Timeline 5 events
  1. 2028-02-15 You have $9 billion in revenue currently in TAM for this one product. And this is like a very affordable product at 30 bucks a month. $9 billion in TAM with a gross margin of 75%... This is a $100 billion company if they get the entire market, if it's a winner-take-all market. · Prediction · pending
  2. 2028-02-15 We'll wait and see, you know, who the winners and losers are at consolidation. But this is the thing. When you have a company like this, the most important thing to do is not sell it. The most important thing to do is to build a war chest and to obsess on making the product sticky so you don't have any churn. · Prediction · pending
  3. 2028-02-05 I think that this is just V 1.00, um, beta of this tool. So I do think that they will start incorporating other aspects of a tool like Ableton or logic, where you have more ability to really play with the track. · Prediction · confirmed
  4. 2028-02-05 I think something to think about is where will the biggest impact be at first? I think obviously it's kind of the fun factor that I think if you think about score composers, that's a huge market buying a song for your, for your TV show or commercial, that process is usually takes, you know, a couple of weeks, even a couple of months going back and forth with the, usually it's like a freelance artists who you hire one time for that gig. You have to go back and forth. · Prediction · confirmed
  5. 2028-02-05 A crazy performance from Amazon. And I think Amazon is my pick for the stock of the next five years. · Prediction · confirmed

Evidence & scoring

Why this score? none_required

VentureSignalScore 77.6/100 for cursor, composed from 1 of 4 components (emerging formula), discounted ×0.79 for 30% signal coverage

ComponentWeightNormalizedContribution
funding_magnitude 0.3 0.9817 0.2945

Evidence this score rests on

Capital timeline every dated signal, across tiers

  1. rumor Our decision on Cursor following its acquisition by SpaceX ↗
  2. rumor SpaceX says it has agreement to acquire Cursor for $60B ↗
  3. SEC · primary SEC D/A filed ↗
  4. SEC · primary SEC D filed ↗

Narrative vs. reality No SEC filing found for this round

Reported narrative · Tier 2
$900M growth
announced —
Filed reality · Tier 0 · SEC
2 Form D
latest filed 2023-11-08 · none near the reported round

An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.

Regulatory filings SEC EDGAR · primary source

Form D filings — the company's own authoritative record of a Reg D private raise, filed with the SEC. Primary-source evidence: not commentary, not inference. 2 filings, latest 2023-11-08.

Community chatter Hacker News · Tier 3 · unverified manip. risk elevated · 0.43

Gray-market attention, not quality. 50+ HN mentions (peak 1511 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: 2 recent unverified rumors circulating · heavy gray-market attention · some SEC filings on record. ▲ 1511 Cursor IDE support hallucinates lockout policy, causes user cancellations 2025-04-14 ↗

Raw observations 189 records
AttributeValueKindSourceObservedStateConf.
common_name Cursor observed artifact ↗ 2026-07-18 normalized 0.60
community.hn.max_points 1511 observed artifact ↗ 2026-07-18 normalized 0.20
community.hn.mentions 50 observed artifact ↗ 2026-07-18 normalized 0.20
community.hn.rumors [{"url": "https://news.ycombinator.com/item?id=47855293", "title": "SpaceX says it has agreement to acquire Cursor for $60B", "points": 823, "created_at": "2026-04-21", "evidence_type": "rumor", "veri observed artifact ↗ 2026-07-18 superseded 0.20
community.hn.rumors [{"url": "https://news.ycombinator.com/item?id=47855293", "title": "SpaceX says it has agreement to acquire Cursor for $60B", "points": 823, "created_at": "2026-04-21", "evidence_type": "rumor", "veri observed artifact ↗ 2026-08-16 superseded 0.20
community.hn.rumors [{"url": "https://news.ycombinator.com/item?id=47855293", "title": "SpaceX says it has agreement to acquire Cursor for $60B", "points": 823, "created_at": "2026-04-21", "evidence_type": "rumor", "veri observed artifact ↗ 2026-04-21 superseded 0.20
community.hn.rumors [{"url": "https://news.ycombinator.com/item?id=49486172", "title": "Our decision on Cursor following its acquisition by SpaceX", "points": 836, "created_at": "2026-08-29", "evidence_type": "rumor", "v observed artifact ↗ 2026-08-29 superseded 0.20
community.hn.rumors [{"url": "https://news.ycombinator.com/item?id=49486172", "title": "Our decision on Cursor following its acquisition by SpaceX", "points": 852, "created_at": "2026-08-29", "evidence_type": "rumor", "v observed artifact ↗ 2026-08-29 normalized 0.20
community.hn.top_story {"url": "https://news.ycombinator.com/item?id=43683012", "title": "Cursor IDE support hallucinates lockout policy, causes user cancellations", "points": 1511, "created_at": "2025-04-14"} observed artifact ↗ 2026-07-18 superseded 0.20
community.hn.top_story {"url": "https://news.ycombinator.com/item?id=43683012", "title": "Cursor IDE support hallucinates lockout policy, causes user cancellations", "points": 1511, "created_at": "2025-04-14"} observed artifact ↗ 2026-08-16 superseded 0.20
community.hn.top_story {"url": "https://news.ycombinator.com/item?id=43683012", "title": "Cursor IDE support hallucinates lockout policy, causes user cancellations", "points": 1511, "created_at": "2025-04-14"} observed artifact ↗ 2025-04-14 superseded 0.20
community.hn.top_story {"url": "https://news.ycombinator.com/item?id=43683012", "title": "Cursor IDE support hallucinates lockout policy, causes user cancellations", "points": 1511, "created_at": "2025-04-14"} observed artifact ↗ 2025-04-14 superseded 0.20
community.hn.top_story {"url": "https://news.ycombinator.com/item?id=43683012", "title": "Cursor IDE support hallucinates lockout policy, causes user cancellations", "points": 1511, "created_at": "2025-04-14"} observed artifact ↗ 2025-04-14 normalized 0.20
description SpaceX acquired Cursor for $4 billion in revenue, at 15 times the revenue. observed artifact ↗ 2026-07-18 normalized 0.60
funding.round.amount_usd 300000000 observed artifact ↗ 2025-10-18 normalized 0.50
funding.round.amount_usd 900000000 observed artifact ↗ 2025-05-06 normalized 0.50
funding.round.stage growth observed artifact ↗ 2025-09-17 normalized 0.50
funding.round.stage growth observed artifact ↗ 2025-06-07 normalized 0.50
funding.round.stage growth observed artifact ↗ 2025-05-06 normalized 0.50
funding.round.stage growth observed artifact ↗ 2025-04-23 normalized 0.50
hypothesis {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think that this is just V 1.00, um, beta of this tool. So I do think that they will start inc derived calc 2026-08-06 derived 0.70
hypothesis {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think something to think about is where will the biggest impact be at first? I think obviousl derived calc 2026-08-06 derived 0.70
hypothesis {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "A crazy performance from Amazon. And I think Amazon is my pick for the stock of the next five y derived calc 2026-08-06 derived 0.70
hypothesis {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "You have $9 billion in revenue currently in TAM for this one product. And this is like a very a derived calc 2026-08-16 derived 0.70
hypothesis {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "We'll wait and see, you know, who the winners and losers are at consolidation. But this is the derived calc 2026-08-16 derived 0.70
index.ai_tie PURE_AI observed classify 2026-07-25 derived 0.60
metric.venture.funding_amount_usd 300000000 derived calc 2026-08-06 superseded 0.50
metric.venture.funding_amount_usd 900000000 derived calc 2026-08-16 derived 0.50
registry.signals [{"claim": "CB Insights reports that SpaceX is pursuing a $60B deal involving Cursor, Meta is investing $900M in Cred, and Y Combinator is betting on energy infrastructure, alongside coverage of three observed artifact ↗ 2026-07-19 normalized 0.60
score.venture_signal 62.5 derived calc 2026-08-06 superseded 0.26
score.venture_signal 77.6 derived calc 2026-08-16 derived 0.26
sec.cik 0001946198 observed artifact ↗ 2026-07-18 normalized 0.99
sec.form_d.count 2 observed artifact ↗ 2026-07-18 normalized 0.99
sec.form_d.filings [{"cik": "0001946198", "form": "D/A", "filed": "2023-11-08", "accession": "0001946198-23-000001", "index_url": "https://www.sec.gov/Archives/edgar/data/1946198/000194619823000001/0001946198-23-000001- observed artifact ↗ 2026-07-18 normalized 0.99
sec.form_d.latest_filed 2023-11-08 observed artifact ↗ 2026-07-18 normalized 0.99
sec.form_d.related_persons {"filed": "2023-11-08", "persons": [{"last_name": "Cursor Capital I GP, LLC", "first_name": "-", "clarification": "General Partner of the Issuer", "relationships": ["Promoter"]}, {"last_name": "Cursor observed url 2023-11-08 normalized 0.99
sector defense derived calc 2026-08-08 superseded 0.90
sector emerging derived calc 2026-08-08 normalized 0.50
signal.commentary {"context": null, "run_ref": "01KXTD7C9XF8RKM8SMR9E3FS29", "signals": [{"quote": "You know Cursor, that's the AI coding startup. Really, they define the category. XAI and Cursor are building and colla observed artifact ↗ 2026-04-24 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KXTD7C9XF8RKM8SMR9E3FS29", "signals": [{"quote": "I think these two companies are very complementary. Cursor obviously is very strong in coding. That's what it brings t observed artifact ↗ 2026-04-24 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KXTD7C9XF8RKM8SMR9E3FS29", "signals": [{"quote": "The acquisition was essentially negotiated, and the way that it's structured is so that the S1 doesn't go stale.", "st observed artifact ↗ 2026-04-24 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KXTD7C9XF8RKM8SMR9E3FS29", "signals": [{"quote": "There's no reasonable way that Elon's going to pay $60 billion and not run on top of Grog. I got to think.", "stance": observed artifact ↗ 2026-04-24 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KXTD7C9XF8RKM8SMR9E3FS29", "signals": [{"quote": "One of the things that's really good about Cursor is they've got this very well built out IDE, this application layer observed artifact ↗ 2026-04-24 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KXTD7C9XF8RKM8SMR9E3FS29", "signals": [{"quote": "seems pretty smart for Elon to buy cursor.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEA observed artifact ↗ 2026-04-24 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KXTD7C9XF8RKM8SMR9E3FS29", "signals": [{"quote": "they have a $10 billion breakup fee", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_38", observed artifact ↗ 2026-04-24 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KXTD7C9XF8RKM8SMR9E3FS29", "signals": [{"quote": "the $10 billion breakup fee will go back to SpaceX anyways, because if they actually run the compute and they're not o observed artifact ↗ 2026-04-24 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KXTD7C9XF8RKM8SMR9E3FS29", "signals": [{"quote": "friends of ours who were supposed to wire into that round were like, where's the wiring instructions?", "stance": "neu observed artifact ↗ 2026-04-24 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KXTD7C9XF8RKM8SMR9E3FS29", "signals": [{"quote": "Polymarket says all of this is faked. A complete SpaceX acquiring cursor 74% chance.", "stance": "neutral", "signal_cl observed artifact ↗ 2026-04-24 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYCNZ4K3D1W1X7PQHPNWV54M", "signals": [{"quote": "some of these co-pilots like cursor had hit pretty crazy revenue numbers with even more than a million dollars per per observed artifact ↗ 2025-06-26 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "I think Cursor is a fantastic company.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Jason Ca observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "They had a couple of challenges. If you look at the history of the firm, they were built off of Claude. Claude and Ant observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "They then released Claude Code. And so they found themselves as Cursor now having no compute, having no foundation mod observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "So Cursor then had a problem. They called a red alert, a code red, and started building their own models, but they did observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "Somehow Elon and Cursor got together, Elon being a little bit behind with his LLM being in third or fourth place.", "s observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "So I think Elon gave them a 50% premium. So Cursor was at the time, I think when they did this deal, at $2 billion run observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "Now that they have Colossus behind them, and they have essentially unlimited compute, and when compute goes to space, observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "And to own SpaceX stock, pretty great deal.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Jas observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "Great acquisition for everybody.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "David Friedber observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "I agree with Jason. I think it's an incredible acquisition. Number one, it changes the narrative. It augments the narr observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "being able to control the IDE where all the developers are developing is an incredible spot to be. So yeah, I think ul observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "almost certainly. Okay. When you're in a parent company, it's the same. If you play Instagram out, you play YouTube ou observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "I think Cursor has more market share than we might've expected because I feel like the conversation in the last six mo observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "I think a lot of cursors revenue is enterprise. Like you just signed a deal with Microsoft and you saw like a million observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KYHBVVE07NMXHYKTYNK2GV0C", "signals": [{"quote": "I think that was one of the big problems that cursor had was just you had to pay all your revenue out to someone and n observed artifact ↗ 2026-06-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZAH6YCVA9PHWV7V72M9AAEQ", "signals": [{"quote": "cursor has done a very good job competing with codex from open ai and also cloud code from anthropic as those two codi observed artifact ↗ 2026-04-22 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZAH6YCVA9PHWV7V72M9AAEQ", "signals": [{"quote": "they released composer 2 which is their latest model that they built for themselves it was announced a couple weeks ba observed artifact ↗ 2026-04-22 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZAH6YCVA9PHWV7V72M9AAEQ", "signals": [{"quote": "spacex and cursor are partnering on ai models of course cursor the popular ai coding model and harness company they're observed artifact ↗ 2026-04-22 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZAH6YCVA9PHWV7V72M9AAEQ", "signals": [{"quote": "spacex is going to either pay cursor 10 billion dollars for this model collaboration that they're working on or they'r observed artifact ↗ 2026-04-22 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "Let me say this. I would never work with Sam Altman and OpenAI. Let me say that. This is a warning. People can clip th observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "The reason why this is blowing up, and I wanted to show it to everybody, is that the face swap is bonkers good.", "sta observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "You know, it's pretty effective. Keep going.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Jas observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "I have to say, hey, Air Director Lon, you can jump in on this since this is your wheelhouse. This is actually, putting observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "Just to give people a little bit of context here, it is a San Francisco-based startup with roots in Kazakhstan. And th observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "Suno did reach $150 million in ARR. That's incredible.", "stance": "bullish", "signal_class": "fact_claim", "speaker_n observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "I think something that's really important to note is that Suno is a company that's making AI-generated music. They rec observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "And you do want to kind of put in some lyrics so you can actually generate lyrics directly in Suno.", "stance": "neutr observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "And it always makes two versions of whatever your prompt is.", "stance": "neutral", "signal_class": "fact_claim", "spe observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "So we got a little bit of an error here.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Oliver" observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "So like any LLM, there's any model, you're able to kind of get around it.", "stance": "neutral", "signal_class": "fact observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "I have written artist names in here. It doesn't flag it. I think it kind of just depends on how it's feeling.", "stanc observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "This is wild, Jason, because I remember playing with Suno and Nudio back when they were pretty nascent and like it was observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "I've been playing with Suno basically all week and I've already, I'm only 1500 credits through, so you really have to observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "Let's call it what it is. Yes, exactly. It's free. A dollar a day is free. If it costs, let me just explain to people. observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "Of course, less than sweet greens. It's also known as free. Anybody can, an Uber driver, a door dasher who's deliverin observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "Perfect. Sounds more auto-tuned actually. Yeah. Anyway, whatever this is, it's super fantastic.", "stance": "bullish", observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "I was what I was looking for. Either I'm a master prompter or this is really smart.", "stance": "bullish", "signal_cla observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "It is $30 per month. You get 10,000 credits.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPE observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "So that's kind of what Suno was looking to implement here as producers are familiar with.", "stance": "neutral", "sign observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "I did try to add a accent to a track that I was working on and it didn't really work. So hopefully that's coming soon. observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "I think I'll definitely keep paying for it.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Oli observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "I think that this is just V 1.00, um, beta of this tool. So I do think that they will start incorporating other aspect observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "for non musicians, a tool like this really allows, opens up the world of creating music to millions of people. And tha observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "I think that I'm going to rate this tool a seven at the moment. I think that there's still a lot of room for improveme observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "I think something to think about is where will the biggest impact be at first? I think obviously it's kind of the fun observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "Yeah, this clearly is the huge win. If you need stock music, you want to make a song for somebody's wedding, like a pa observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "Amazon, 20.2%, the best in 11 quarters over at Amazon.", "stance": "bullish", "signal_class": "fact_claim", "speaker_n observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "A crazy performance from Amazon. And I think Amazon is my pick for the stock of the next five years.", "stance": "bull observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZC82CWRPH115RRQR5YFFHX5", "signals": [{"quote": "If I was a developer of any kind, I would never work with Sam Altman and OpenAI.", "stance": "bearish", "signal_class" observed artifact ↗ 2025-11-01 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "First up on the docket, Deal raised $300 million. And Jason, we've talked about Deal on the show quite a lot this year observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "A very impressive company, even given the shadow hanging over it.", "stance": "mixed", "signal_class": "assessment", " observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "I have a tiny number of shares in this company deal.", "stance": "neutral", "signal_class": "fact_claim", "speaker_nam observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "I own shares in Deal, cap-based is being spun out. This other group bought it. So we're not participating in that.", " observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "cap-based spun out now of Deal. So Main Street has acquired cap-based.", "stance": "neutral", "signal_class": "fact_cl observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "Well, at a $1.2 billion run rate, Jason, his company is now worth roughly 14x ARR.", "stance": "neutral", "signal_clas observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "And I just wanted to run the number of bikes. It seems low for the current era. Companies are quite expensive. And thi observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "both of these companies, Rippling and Deal, are incredible businesses. And they're from the era of SaaS. Very much so. observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "And, you know, they charge on a per-employee basis. But they will move into consumption AI disruptive products, I pred observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "Both companies are great.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_40", "speaker observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "I think they're both killers.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_106", "sp observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "The Rippling ARR number was 570 million earlier in 2025.", "stance": "neutral", "signal_class": "fact_claim", "speaker observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "They're both companies at scale, Jason, that could go public at will.", "stance": "bullish", "signal_class": "assessme observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "According to reporting that I could find, it's much smaller than Deal.", "stance": "neutral", "signal_class": "fact_cl observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "But they both have essentially the same $17 billion valuation. So that's fascinating. I wonder why the one with twice observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "That's why I felt like their 14.4X multiple felt a little bit low because, you know, Rippling is, you know, a $500 mil observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "But, you know, they do HR, but it's more than just payroll. It's not just ADP. They'll also do, like, IT services.", " observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "So, you know, if you want to, like, send people their laptop and, you know, make sure you understand what they're doin observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "Sequoia is trying to keep the industry small, focused, and elite. Because that's how they made all their big wins, rig observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "It's probably going to be Sequoia because they're trying to keep it more boutique-y. Who's going to have more assets u observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "So who's Roloff speaking to? He's speaking to LPs. I think he's doing LP management in this discussion of, hey, you ar observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "all of these, I would say, including our program's launch, Accelerator, all a better option for founders now than Y Co observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "it's a bit of a factory.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SPEAKER_40", "speaker_la observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01KZCEHBY33WAHF1XN7P6X098R", "signals": [{"quote": "Y Combinator, frankly, is being a little defensive. We had a couple of these brouhaha's coming up. They're kind of cir observed artifact ↗ 2025-10-18 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M05YNE3KPNSYFH0FCFPCMBZ8", "signals": [{"quote": "cursor founded in 2022, wow, 500 million in revenue, uh, they got to 500 million in under three years. Uh, they got a observed artifact ↗ 2025-09-17 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M05YNE3KPNSYFH0FCFPCMBZ8", "signals": [{"quote": "the question everybody has is the durability of this revenue. Is this durable, uh, or is it brittle revenue? And that' observed artifact ↗ 2025-09-17 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M05YNE3KPNSYFH0FCFPCMBZ8", "signals": [{"quote": "cursor and lovable revenue... those two companies got to nine figures in revenue in like low single digit years", "sta observed artifact ↗ 2025-09-17 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M05YNE3KPNSYFH0FCFPCMBZ8", "signals": [{"quote": "in 2023, very little revenue, nine zero, 2024 cursor was getting big. Lovable was tiny. And then this year they've bec observed artifact ↗ 2025-09-17 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "And another company that does is Cursor. We'll talk about them in detail in a second, but I found it interesting that observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "cursor says that it's now not at 300 million ARR as was reported it's now above 500 million in annual recurring revenu observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "it's another AI round what matters is this cursor says that it's now not at 300 million ARR as was reported it's now a observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "it's like 50% growth month over month it's crazy", "stance": "bullish", "signal_class": "assessment", "speaker_name": observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "it's absolutely insane that would be like 10% growth every week something in that mean week over week 10% growth is cr observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "like wildfire it's kind of like slack spread like wildfire", "stance": "bullish", "signal_class": "endorsement", "spea observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "this goes to show one that AI driven tooling for highly paid professionals is something that companies will just pay f observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "this is combining the virality of consumer with a subscription model which it's kind of like Netflix or Disney plus wh observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "this company could be going public so cursor you know if it does this again", "stance": "bullish", "signal_class": "pr observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "if it gets to a billion in revenue like they should go public", "stance": "bullish", "signal_class": "prediction", "sp observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "cursor 10 billion 500 million also 20x yeah that's a trend just seems so cheap to me", "stance": "bullish", "signal_cl observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "they could be selling hundred dollar bills for 50 bucks right now and they need to fill in that gap and that gap would observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "the other four developers that they know are like saying to the two developers you don't use cursor are you an idiot a observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06AE6SDPG9XSAF5V3VS1CAS", "signals": [{"quote": "these are going to be incredible businesses the business is strong venture has a bright future", "stance": "bullish", observed artifact ↗ 2025-06-07 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06E150S3RYSEGV6YMW3DCPH", "signals": [{"quote": "if you want to do the math, $9 billion, $200 million ARR, 45X multiple, presume it doubles the rest of the year, $22.5 observed artifact ↗ 2025-05-06 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06E150S3RYSEGV6YMW3DCPH", "signals": [{"quote": "Cursor, which is the vibe coding application that everyone loves to use and talk about, that's made by any sphere, clo observed artifact ↗ 2025-05-06 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06E150S3RYSEGV6YMW3DCPH", "signals": [{"quote": "FT says that Cursor's revenue was $200 million ARR in April. But if you recall, we heard earlier from the information observed artifact ↗ 2025-05-06 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06E150S3RYSEGV6YMW3DCPH", "signals": [{"quote": "given that it was at $100 million at the end of the last year, it's still growing insanely quickly.", "stance": "bulli observed artifact ↗ 2025-05-06 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06E150S3RYSEGV6YMW3DCPH", "signals": [{"quote": "it's a wonderful business to be in. And that might be the first early breakout. If you're making images, graphic desig observed artifact ↗ 2025-05-06 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06E150S3RYSEGV6YMW3DCPH", "signals": [{"quote": "it could go to as high as $100 or $200 a month for these products. So there might be, there might be 5 million people observed artifact ↗ 2025-05-06 promoted 0.50
signal.commentary {"context": null, "run_ref": "01M06E150S3RYSEGV6YMW3DCPH", "signals": [{"quote": "Any sphere hit 100 million in ARR by March that had doubled and they estimate more than a million people are using cur observed artifact ↗ 2025-05-06 promoted 0.50
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signal.commentary {"context": null, "run_ref": "01M06E150S3RYSEGV6YMW3DCPH", "signals": [{"quote": "this is going to be a very lucrative business. And I do think, you know, it could go to as high as $100 or $200 a mont observed artifact ↗ 2025-05-06 promoted 0.50
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signal.commentary {"context": null, "run_ref": "01M06FASQG2QWC7NN69CT2YDWF", "signals": [{"quote": "cursor, which is the product from the company, any sphere. It's a series of AI tools that help developers write code, observed artifact ↗ 2025-04-23 promoted 0.50
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