The Story of Cursor: The Fastest AI Company and Massive Comeback

Things people aren't talking about enough: Cursor’s rapid growth, its role as an AI coding harness, and the data and training advantages that may support its moat.
With the reported SpaceX and xAI deal, there's a real possibility of combining Cursor with Grok and large-scale compute.
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TIMESTAMPS
0:00 The Cursor Story
1:54 The Harness Moat
4:51 Budgets and Data
8:59 The Deals
12:31 The Vision
14:58 Concerns
17:23 Final Takes
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