Things people aren't talking about enough: Cursor’s rapid growth, its role as an AI coding harness, and the data and training advantages that may support its moat. 

With the reported SpaceX and xAI deal, there's a real possibility of combining Cursor with Grok and large-scale compute.

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TIMESTAMPS

0:00 The Cursor Story
1:54 The Harness Moat
4:51 Budgets and Data
8:59 The Deals
12:31 The Vision
14:58 Concerns
17:23 Final Takes

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

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