Company
Cursor
- Episodes
- 10
- Share
- 1.1%
- Shows
- 7
- Net sentiment
- +0.57
Up from 0.4% of episodes in the weeks before; net sentiment was +0.30.
Bullish 5Mixed 1Neutral 3Bearish 1
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Cursor. Longest episodes first.
Bullish 5
- Cited as an example of a specialized app company succeeding by focusing on users despite lab competition.Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity · All-In with Chamath, Jason, Sacks & Friedberg · Oct 19
- Grew by obsessing over users despite frontier labs chasing it with their own models.Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity · All-In Podcast · Oct 19
- Cited as an example of a startup winning by obsessing over users despite frontier lab competition.Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity · All-In Podcast · Oct 19
- Cited as a code-generation benchmark showing rapid ARR growth.The Missing Infrastructure for AI Agents: Documents | Reducto’s Adit Abraham · The a16z Show · Oct 21
- Cited as a coding agent startup creating significant new market value.The New Startup Playbook | Box CEO Aaron Levie · The a16z Show · Oct 25
Neutral 3
- Referenced as a coding tool that founders complained about for poaching talent.Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496] · Invest Like the Best · Oct 20
- Referenced as an AI coding tool that has been drawing talent from peers.Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496] · Invest Like the Best with Patrick O'Shaughnessy · Oct 20
- Acquired by SpaceX; its acquisition drove stock compensation expense.SPCX and TSLA Q3 Earnings: Financials, Valuation, and Risks · Deep Values · Oct 21
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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