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3182876today at 9:35 PM1 replyview on HN

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.


Replies

LaurensBERtoday at 9:46 PM

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.

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