Cursor, the AI coding tool built on a fork of free VS Code, just hit a $50 billion valuation — a 20x jump in under a year on only $300 million in annual revenue. That eye-watering 160x revenue multiple dwarfs even the frothiest Snowflake comps, raising serious questions about whether this is a platform bet or a bubble in disguise. After listening, you'll understand exactly why investors are pricing Cursor like a platform winner, who stands to lose the most, and what the red flags are that even the bulls can't ignore.

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LINKS & RESOURCES

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This episode was produced using AI-generated voices and scripting.