Company mentioned on podcasts
Cursor
Mentioned on 12 episodes by 3 guests across our covered podcasts.
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Who mentioned it
“Companies capturing value today share one characteristic: the highest ratio of utilized GPUs per human employee. Founders building vertical AI applications face a structural risk — model companies are expanding into niches faster than startups can build data moats. Successes like Cursor and Cognition.”
Mentioned on: Invest Like the Best with Patrick O'Shaughnessy“Academic researchers lack access to valuable user interaction data that companies like Cognition and Cursor collect naturally through product usage.”
Mentioned on: Latent Space“Perplexity was voted most likely to fail — with Cursor second and OpenAI third. Since that vote, Perplexity tripled revenue, cut burn by over 50%, Cursor was acquired by SpaceX.”
Mentioned on: 20VC (20 Minute VC)