Find XO: Cursor $50 Billion: Signals AI Founders Must Not Miss (techcrunch.com)

- Cursor is in talks for over $2 billion in investment led by a16z and Thrive, with a valuation quoted at $50 billion. - The functional differences between coding tools quickly diminished, but value concentrated with those who first solved the workflow that sticks to developers' hands and the barriers to corporate adoption. - For latecomers who just swap models on similar screens, their share actually shrinks as models improve. - Without depth in a specific field and data, sustaining is difficult.