Develops an AI-powered code editor designed to assist software developers with writing and editing code.cursor.com ↗
1 take · first discussed Apr 24, 2026
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Among the hosts represented, Jason is the sole contributor on Cursor, offering a highly bullish view. He frames the company as a "money-printing machine," pointing to rapid revenue growth from a $2B run rate at the end of February 2026 toward a projected $6B run rate by year-end as the core evidence. He is additionally enthusiastic about a deal with SpaceX, which he believes resolves Cursor's compute constraints and creates a powerfully complementary partnership that could cement Cursor's position at the top of the AI coding market. No dissenting or qualifying views from other hosts are present in the supplied material.
Jason sees Cursor as a money-printing machine on a path from $2B to $6B run rate in 2026, and believes the SpaceX deal — which solves Cursor's compute constraints — is peanut butter-and-chocolate complementarity that will vault it to the top of the coding leaderboard.
Cursor's run rate, $2 billion at the end of February. This is a money printing machine. They expect to end 2026 with a $6 billion run rate... this is peanut butter and chocolate if you put these two together.”5:40