Sources: Cursor maker Anysphere is in talks to raise hundreds of millions at a $10B valuation, up from $2.5B in January, and crossed $100M in ARR in 12 months
Cool AI startups in 2025: we will raise hundreds of millions of dollars [embedded post] X: Trace Cohen / @trace_cohen : $10B val doing $150M prob!? But like in 2yrs which is crazy but what... At this price maybe a dozen companies can buy them for $15-$20B defensively - unless they somehow hit $250-$500M in next two years for a super fast IPO New times. Sheel Mohnot / @pitdesi : Cursor is incredible but I wonder how sticky the revenue (~$150M ARR) is. 66x revs is fine if you think the growth continues, if you think the revenue is sticky. I'm not at ALL an expert on this, would love others to opine. Alberto / @albtaiuti : if @ArfurRock doesn't confirm, I don't believe it Dax / @thdxr : to put this in perspective anthropic just raised at $62B Karri Saarinen / @karrisaarinen : Cursor's growth shows the power of integrating well designed and purposeful AI into existing product paradigms. The “AI native” (empty page + chat box) approach can work, but it's often far from the practical workflows professionals and businesses actually need. Amir Efrati / @amir : new: $10 billion valuation for @cursor_ai is actually in line with recent valuation multiples on revenue the ai coding assistant has tripled annual recurring revenue to more than $150M in the past 4(!) months. [image] Kate Clark / @kateclarktweets : Scoop: The popular coding tool, Cursor, is in talks to raise hundreds of millions more at a valuation near $10 billion. Thrive Capital is expected to serve as a lead. https://www.bloomberg.com/... Alexander Doria / @dorialexander : So that's how the bubble end?
$10B val doing $150M prob!? But like in 2yrs which is crazy but what... At this price maybe a dozen companies can buy them for $15-$20B defensively - unless they somehow hit $250-$500M in next two years for a super fast IPO New times.
Cursor is incredible but I wonder how sticky the revenue (~$150M ARR) is. 66x revs is fine if you think the growth continues, if you think the revenue is sticky. I'm not at ALL an expert on this, would love others to opine.
Cursor's growth shows the power of integrating well designed and purposeful AI into existing product paradigms. The “AI native” (empty page + chat box) approach can work, but it's often far from the practical workflows professionals and businesses actually need.
new: $10 billion valuation for @cursor_ai is actually in line with recent valuation multiples on revenue the ai coding assistant has tripled annual recurring revenue to more than $150M in the past 4(!) months. [image]
Scoop: The popular coding tool, Cursor, is in talks to raise hundreds of millions more at a valuation near $10 billion. Thrive Capital is expected to serve as a lead. https://www.bloomberg.com/...