> Cursor at 60B is WAY overvalued.

You can't possibly mean a glorified editor-shell isn't as valuable as say Nike, Deutsche Bank, Target, Ford or Nintendo?

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re-thc 8 hours ago | parent [-]

> You can't possibly mean a glorified editor-shell isn't as valuable as say Nike

That's a glorified feet-shell. So like-for-like?

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embedding-shape 8 hours ago | parent [-]

Say you grabbed a random selection of just 100 million people in the world, then ask them two questions, "Have you heard about Nike?" and "Have you heard about Cursor?", what would you guess the ratio would be like?

Even when you use "Nike the Company" vs "Cursor as a general search term" to compare search history in Google Trends, it's 71/5, so I'm guessing most people would say they've heard about Nike, while probably most never heard about any software program called "Cursor".

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merlindru 8 hours ago | parent [-]

If you asked the same selection of people about Saudi Aramco or SK Hynix none of them would know what those are either though, right?

I do think 60B for Cursor is way overvalued. Just not sure how to quantify

	▲	embedding-shape 8 hours ago \| parent [-]
		Fair point, those are valuable for other reasons. My point was more to illustrate "Nike is valuable because of the brand", without using those exact words :)