Chris Carella
@ccarella.eth
This valuation for a forked product with no moat and every LLM provider wanting to take this business. https://techcrunch.com/2025/05/04/cursor-is-reportedly-raising-funds-at-9-billion-valuation-from-thrive-a16z-and-accel/
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Christian Montoya 🦊
@m0nt0y4
The moat is the UX, and Cursor has good UX
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