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VOICE ARCHIVE

Anna Tong

@annatonger
19 posts
2026-03-07
Another huge priority is enterprise: though it reached $100m ARR with no sales staff, now half the company's staff is in sales. Traditionally, Cursor's enterprise revenue has been a small portion of its total revenue (which is still growing and passed $2b ARR recently). [image]
2026-03-07 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

Internally, Cursor see itself as a frontier model company in “war time”, with its primary goal being building the best coding model. But Cursor is *highly* dependent on the Chinese open-source ecosystem, because their own models are based on DeepSeek, Qwen, etc. [image]
2026-03-07 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

There has been so much chatter about @cursor_ai and whether Claude Code is killing it, so we did reporting to see if that's true. Here are some highlights, and read our story to go behind-the-scenes at what's going on at Cursor: https://www.forbes.com/... @RashiShrivast18
2026-03-07 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

Cursor is now trying to be the best at orchestrating hundreds of agents working together, internally called ‘Grind mode.’ Coding is going through massive changes, and only this is certain: the AI coding wars are only just beginning. I'd say, don't count @cursor_ai out!
2026-03-07 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

The company believes the real reason behind many developers' switch to Claude Code is Anthropic's aggressive subsidization: a $200 Claude Code individual plan can actually utilize more than $5,000 in compute, according to some estimates.
2026-03-07 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

2026-03-06
Cursor is now trying to be the best at orchestrating hundreds of agents working together, internally called ‘Grind mode.’ Coding is going through massive changes, and only this is certain: the AI coding wars are only just beginning. I'd say, don't count @cursor_ai out!
2026-03-06 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

Another huge priority is enterprise: though it reached $100m ARR with no sales staff, now half the company's staff is in sales. Traditionally, Cursor's enterprise revenue has been a small portion of its total revenue (which is still growing and passed $2b ARR recently). [image]
2026-03-06 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

The company believes the real reason behind many developers' switch to Claude Code is Anthropic's aggressive subsidization: a $200 Claude Code individual plan can actually utilize more than $5,000 in compute, according to some estimates.
2026-03-06 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

Internally, Cursor see itself as a frontier model company in “war time”, with its primary goal being building the best coding model. But Cursor is *highly* dependent on the Chinese open-source ecosystem, because their own models are based on DeepSeek, Qwen, etc. [image]
2026-03-06 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

There has been so much chatter about @cursor_ai and whether Claude Code is killing it, so we did reporting to see if that's true. Here are some highlights, and read our story to go behind-the-scenes at what's going on at Cursor: https://www.forbes.com/... @RashiShrivast18
2026-03-06 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

2026-01-29
New: OpenAI is developing a “real-humans-only” social network to take on the bot problem, sources say. The play? OpenAI considered gating access with biometric verification like World's eyeball scanning “Orb”, or Apple's Face ID. https://www.forbes.com/... #OpenAI #TechNews #Forbes
2026-01-29 View on X
Forbes

Sources: OpenAI is considering using biometric verification like World's eyeball scanning Orb for its planned social network to ensure its users are real people

OpenAI is quietly building a social network and considering using biometric verification like World's eyeball scanning orb …

2025-12-16
New: beloved productivity app Notion told employees today it is doing a $300 million tender offer at an $11 billion valuation. The company crossed $600 million ARR, half of of which comes from AI. Watch out for more Notion rounds / an IPO. https://www.forbes.com/...
2025-12-16 View on X
Forbes

Sources: Notion told staff it is doing a $300M tender offer at an $11B valuation, ahead of a potential IPO, and passed $600M in ARR, half of it from AI products

Anna Tong / Forbes : X: @luke_metro , @annatonger , @twojackscapital , @matt_slotnick , and @0xkrma X: @luke_metro : A SaaS startup keeping their 2021 valuation in 2025 is legitim...

2025-05-31
https://www.reuters.com/... Thanks to codegen (using AI models for software development), Anthropic's revenue has tripled this year to $3b annualized revenue. One investor @afc says it is the fastest growing SaaS company he has ever seen.
2025-05-31 View on X
Reuters

Sources: Anthropic's annualized revenue hit ~$3B at the end of May, driven by business demand, up from $2B around the end of March and ~$1B in December 2024

Artificial intelligence developer Anthropic is making about $3 billion in annualized revenue, according to two sources familiar with the matter …

2024-11-17
According to an amended version of Elon Musk's lawsuit against OpenAI, Sam Altman tried to create an OpenAI cryptocurrency in 2018 by proposing an ICO. Lol [image]
2024-11-17 View on X
Transformer

Emails from Musk's lawsuit against OpenAI show Brockman and Sutskever had concerns about Altman as early as 2017, Sam Altman considered an ICO, and more

Brockman and Sutsekever worried about Musk becoming a dictator, which feels ... relevant.  [image] X: @techemails : Elon Musk emails OpenAI cofounders September 20, 2017 [image] @t...

2024-08-29
California's AI safety bill, SB-1047 has passed the state Assembly. It now goes back to the state Senate for a process vote (which almost always pass) before moving onto @CAgovernor's desk to either sign it into law or veto it.
2024-08-29 View on X
Reuters

California's State Assembly passes the AI safety bill SB 1047, which now goes back to the Senate for a process vote before requiring Governor Newsom's signature

California lawmakers passed a hotly contested artificial-intelligence safety bill on Wednesday, after which it will need …

2024-02-23
Reddit's first AI content training deal is with Google. At $60 million a year, deals like this could be a very lucrative income stream for the social media company. Reddit's S1 could go public as early as tmrw (2/22) https://www.reuters.com/...
2024-02-23 View on X
9to5Google

Google strikes a deal with Reddit, reportedly for $60M/year, gaining Reddit Data API access to surface more Reddit content in Search and to train its AI models

what you need to know Eileen AJ Connelly / The Wrap : Reddit Inks $60 Million-a-Year Deal To Train Google AI Ahead of Expected IPO | Report Barry Schwartz / Search Engine Roundtabl...

Reddit's first AI content training deal is with Google. At $60 million a year, deals like this could be a very lucrative income stream for the social media company. Reddit's S1 could go public as early as tmrw (2/22) https://www.reuters.com/...
2024-02-23 View on X
CNBC

Reddit files to list its IPO on the NYSE, reporting revenue up 20% YoY to $804M in 2023, net loss down 43% YoY to $90.8M, 73M DAUs, and a $3.42 global ARPU

- Reddit on Thursday filed to go public.  — Its market debut will mark the first major tech initial public offering of the year …

2024-02-22
Reddit's first AI content training deal is with Google. At $60 million a year, deals like this could be a very lucrative income stream for the social media company. Reddit's S1 could go public as early as tmrw (2/22) https://www.reuters.com/...
2024-02-22 View on X
Reuters

Sources: Reddit signed a deal with Google to make its content available for training the search giant's AI models; source: the contract is worth ~$60M per year

Social media platform Reddit has struck a deal with Google (GOOGL.O) to make its content available for training …

2023-03-26
Customers revolted when @MyReplika removed its AI chatbot's ability to have sexual conversations. Replika has now reversed course and existing customers can opt back into erotic roleplay “ERP”. “this abrupt change was incredibly hurtful,” acknowledged CEO @ekuyda in a FB post. https://twitter.com/...
2023-03-26 View on X
Reuters

Replika restores erotic roleplay for users who signed up before February 1, after complaints from some who considered themselves “married” to chatbot companions

Anna Tong / Reuters :