Comment by 542458
Counterpoint, apparently cursor's revenue is in the 300-400 million range. So it's not wildly inconceivable that you'd do 40m profit (although I too am doubtful).
Counterpoint, apparently cursor's revenue is in the 300-400 million range. So it's not wildly inconceivable that you'd do 40m profit (although I too am doubtful).
I strongly doubt that Cursor makes anywhere near 40m profit. All they're revenue is spent on tokens with the LLM vendors. I'd be surprised if they are even running at positive margin and not just subsidizing usage with the VC money.
Unsure of what the end goal is, but I expect everything AI related to be a load-leader right now and then the goal being to figure out how to drive down costs or make even more money later.
Maybe that's what Sequioa thinks too...