Stack L8
Cursor
AI-native IDE at $1B ARR; used across >50% of Fortune 500, now on in-house Composer model
HQ US
Fit Score
avg of 4 segmentsRecent Business Signals
Aug 11, 2026
news_mention
SpaceXAI Wants A Cursor-Powered Claude Killer Before The $60B Deal Even Closes - Yellow.com SpaceXAI Wants A Cursor-Powered Claude Killer Before The $60B Deal Even Closes Yellow.com
source: gnews-cursor
Aug 10, 2026
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Elon Musk Is About to Make Cursor Disappear: Revolutionary Tech Move Explained - 36 Kr Elon Musk Is About to Make Cursor Disappear: Revolutionary Tech Move Explained 36 Kr
source: gnews-cursor
Aug 9, 2026
news_mention
How to Adapt to Cursor AI Student Pricing: 12 Steps [2026] - tech-insider.org How to Adapt to Cursor AI Student Pricing: 12 Steps [2026] tech-insider.org
source: gnews-cursor
Aug 8, 2026
news_mention
Is Cursor About to Disappear Completely? Unveiling the Truth Behind the Controversy - 36 Kr Is Cursor About to Disappear Completely? Unveiling the Truth Behind the Controversy 36 Kr
source: gnews-cursor
Aug 8, 2026
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Best AI for vibe coding: 9 tools for web application development - Hostinger Best AI for vibe coding: 9 tools for web application development Hostinger
source: gnews-cursor
Aug 8, 2026
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Best AI for vibe coding: 9 tools for web application development - Hostinger Best AI for vibe coding: 9 tools for web application development Hostinger
source: gnews-cursor
Aug 8, 2026
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Cursor vs GitHub Copilot vs Gemini Code Assist: Which AI coding tool should you use in 2026? - gizmotimes.com Cursor vs GitHub Copilot vs Gemini Code Assist: Which AI coding tool should you use in 2026? gizmotimes.com
source: gnews-cursor
Aug 6, 2026
news_mention
Cursor vs Claude Code vs Windsurf: The Best AI Coding Tools in 2026 Compared - SitePoint Cursor vs Claude Code vs Windsurf: The Best AI Coding Tools in 2026 Compared SitePoint
source: gnews-cursor
Aug 6, 2026
news_mention
1-Click RCE Flaw in Cursor, VS Code, and Google Antigravity Exposes 50M Developers to Cyberattacks - CyberSecurityNews 1-Click RCE Flaw in Cursor, VS Code, and Google Antigravity Exposes 50M Developers to Cyberattacks CyberSecurityNews
source: gnews-cursor
Aug 5, 2026
news_mention
Devin AI vs Claude Code vs Cursor: $20 to $500 Gap [2026] - tech-insider.org Devin AI vs Claude Code vs Cursor: $20 to $500 Gap [2026] tech-insider.org
source: gnews-cursor
Aug 5, 2026
news_mention
One-Click RCE Flaw in Cursor, VS Code, and Google Antigravity Enables Full System Compromise - cyberpress.org One-Click RCE Flaw in Cursor, VS Code, and Google Antigravity Enables Full System Compromise cyberpress.org
source: gnews-cursor
Aug 4, 2026
news_mention
Windsurf vs Cursor vs Copilot: $200 vs $39 Gap [2026] - tech-insider.org Windsurf vs Cursor vs Copilot: $200 vs $39 Gap [2026] tech-insider.org
source: gnews-cursor
Aug 3, 2026
news_mention
Simon Eskildsen: the $1-per-million vector database that cut Cursor's bill by 95% - finance.biggo.com Simon Eskildsen: the $1-per-million vector database that cut Cursor's bill by 95% finance.biggo.com
source: gnews-cursor
Jul 31, 2026
news_mention
Windsurf vs Cursor: Devin Desktop Rebrand, 40+ IDEs [2026] - tech-insider.org Windsurf vs Cursor: Devin Desktop Rebrand, 40+ IDEs [2026] tech-insider.org
source: gnews-cursor
Jul 29, 2026
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Disney is ditching Microsoft's GitHub Copilot and adding OpenAI's Codex - Business Insider Disney is ditching Microsoft's GitHub Copilot and adding OpenAI's Codex Business Insider
source: gnews-cursor
Jul 26, 2026
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The Future of Coding Has No Editor — Just a Prompt and an Agent - quasa.io The Future of Coding Has No Editor — Just a Prompt and an Agent quasa.io
source: gnews-cursor
Jul 26, 2026
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A Dark Horse Company Matures Under The SpaceX Flag - forbes.com A Dark Horse Company Matures Under The SpaceX Flag forbes.com
source: gnews-cursor
Jul 26, 2026
news_mention
Kiro vs Cursor: $20 Pricing, $60B Buyout Deal [2026] - tech-insider.org Kiro vs Cursor: $20 Pricing, $60B Buyout Deal [2026] tech-insider.org
source: gnews-cursor
Jul 23, 2026
news_mention
Antigravity vs Cursor vs Claude Code: Free vs $200 [2026] - tech-insider.org Antigravity vs Cursor vs Claude Code: Free vs $200 [2026] tech-insider.org
source: gnews-cursor
Jul 22, 2026
news_mention
Best AI Coding Assistants 2026: 7 Tools Ranked + Priced - tech-insider.org Best AI Coding Assistants 2026: 7 Tools Ranked + Priced tech-insider.org
source: gnews-cursor
Funding & valuation history
Jun 1, 2026 · funding-research
Cursor announced a deal giving SpaceX the right to acquire it for $60 billion later in 2026, with a $10 billion fallback payment for joint work if the acquisition does not close.
Dec 1, 2025 · funding-research
Cursor (Anysphere) closed a $2.3 billion Series D co-led by Accel and Coatue at a $29.3 billion post-money valuation, with participation from Thrive Capital, Andreessen Horowitz, NVIDIA, Google, and DST Global.
Nov 13, 2025 · ai_synthesis_sdk
Anysphere raised roughly $2.3B at a reported ~$29.3B valuation, with reports putting Cursor's annualized revenue at about $1B, up from $500M just months earlier. (Funding announced in November 2025; exact day approximate.)
Jun 5, 2025 · ai_synthesis_sdk
Anysphere, the maker of Cursor, raised a $900M Series C led by Thrive Capital at a $9.9B valuation, disclosing that Cursor had surpassed $500M in annualized revenue. The round included Andreessen Horowitz, Accel and DST Global.
Jun 1, 2025 · funding-research
Anysphere acquired AI coding startup Supermaven (formerly Windsurf) in 2025.
Jun 1, 2025 · funding-research
Anysphere raised $2.3 billion in a Series D round at a $29.3 billion post-money valuation, co-led by Accel and Coatue with participation from NVIDIA, Google, Thrive Capital, Andreessen Horowitz, and DST Global.
Jun 1, 2025 · funding-research
Anysphere acquired AI coding startup Koala in 2025.
Jun 1, 2024 · funding-research
Anysphere raised $900 million in a Series C round at a $9.9 billion valuation, led by Thrive Capital with participation from Andreessen Horowitz, Accel, and DST Global.
Strategic Position
What they do best
Converting concentrated enterprise developer adoption into revenue — >50% of Fortune 500 engineers (signal 614e1292) underpinning ~$1B ARR (signal f5df3466).
Their bet
Owning the model layer: Composer (signal 9c590a6b) shifts Cursor from reseller of OpenAI/Anthropic capacity to a vertically integrated coding-agent vendor controlling cost and latency.
Top risk
Composer underperforms frontier third-party models in the next 6 months, so enterprises keep routing to Anthropic/OpenAI and Cursor's in-house margin/latency thesis fails to convert into ARR retention.
Compared to peers
Direct competitor
Cognition
Cognition's Devin sells autonomous agent execution; Cursor sells a human-in-the-loop IDE with >50% Fortune 500 seat penetration (signal 614e1292).
Substitute
Cognition
Agent-orchestration governance (Devin) can displace per-seat IDE spend by moving work off interactive editors entirely; Cursor counters with its 2.0 multi-agent interface (signal 9c590a6b).
Why someone would join
- 1.Revenue went from $500M annualized (Series C, 2025-06-05, signal 71a4d6a2) to ~$1B with a $29.3B Series D valuation by Nov 2025 (signal f5df3466) — sub-2-year doubling against real enterprise demand.
- 2.Hiring is concentrated in enterprise GTM and infra: 3 enterprise roles (AE, Forward Deployed Engineer, Enterprise PM, Feb–Apr 2026) plus a staff Inference Infrastructure Engineer (2026-05-06) to operate the in-house Composer model.
Recent Hiring (60 days)
No specialty signals in the last 60 days.
Reverse-Hype Watch
- !Composer 'first in-house frontier coding model' that 'completes most agent turns in under 30 seconds' is vendor-stated (2025-10-29 Cursor 2.0) with no independent benchmark in signals — unverified differentiation claim.
- !Capacity/quality claim unverified: Cursor 2.0 'Composer, its first in-house frontier coding model, which the company said completes most agent turns in under 30 seconds' is vendor-stated with no independent benchmark in the signals.
- !Cursor 2.0 raw_text: Composer 'its first in-house frontier coding model, which the company said completes most agent turns in under 30 seconds' — performance/'frontier' claim is vendor-stated with no independent benchmark in the signals.
- !Capacity/performance claim unbacked by independent signal: Cursor 2.0 'Composer, its first in-house frontier coding model, which the company said completes most agent turns in under 30 seconds' — vendor-stated, no independent benchmark in signals.