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merlindru 8 hours ago

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 :)