Cursor
Product#27 trending in Markets & Investing this week · most on How I Invest with David Weisburd
Cursor is an AI-powered code editor and coding agent for software development. Built on the VS Code experience, it helps developers generate, understand, edit, refactor, and debug code from natural-language instructions, including by delegating tasks to AI agents.
Rank this week
Share of the conversation
0.4‰ of what listeners heard
Reach this week
Tone this week
- Negative 1
- Neutral 1
- Very positive 1
Share of the conversation
Mentions of Cursor per 1,000 mentions of anything, 7-day rolling, markets & investing.
Show the data
| Day | Share (7-day) | Mentions |
|---|---|---|
| Sep 14 | 0.25‰ | 1 |
| Sep 18 | 0.46‰ | 1 |
| Oct 5 | 0.21‰ | 1 |
| Oct 7 | 0.81‰ | 3 |
Why is it trending?· Last 7 days
Cursor appears in debates over AI value and SpaceX’s reported ownership
On How I Invest, Jason Robbins called Cursor one of the greatest seed investments of all time while discussing value created by young founders and new AI software opportunities.[1]
On Buy Hold Rant, Dustin Alper said Grok had become the default model in Cursor and linked its use to SpaceX’s data-center capacity decisions.[2]
On Modern Value Investing, Sven Carlin described Elon Musk as buying Cursor for 60 billion while contrasting Western and Chinese AI valuations.[3]
On CNBC’s Fast Money, Melissa Tran said Cursor was taken over by SpaceX during an exchange about Tim Seymour being long SpaceX.[4]
Sources · 4 moments
- 1.How I Invest with David Weisburd · E438: Will Robbins on Elon Musk, AI & the Future of Silicon ValleyJason Robbins · Oct 5 · Listen at 17:37 ↗
“There was a bit of a a dry spell and call it the 2019 to 2022 era where I think companies like Zepto did emerge from that, but there was no Stripe that came out from that era. But then you look at the kind of 2021 to now vintages and you se”
- 2.Buy Hold Rant - Stocks and Investing · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEDustin Alper · Oct 7 · Listen at 18:18 ↗
“of the reason why they started selling their data center capacity is because no one was really using grok at the time but now all of a sudden that now that grok has gotten a lot better people are using it uh in in cursor because that's pret”
- 3.Modern Value Investing with Sven Carlin · Unloved Chinese Stocks - Value, Buy for 2XSven Carlin · Oct 7 · Listen at 16:02 ↗
“So you're getting AI practically at a P ratio of 10, which means practically for free. All the AI, the clean AI bet. AI in the West. loved the AMD buying this Elon Musk buying cursor for 60 billion, just splurging. If I put an AI number her”
- 4.CNBC's "Fast Money" · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Melissa Tran · Oct 7 · Listen at 29:55 ↗
“From Cursor, which was taken over by SpaceX. So sticking around for a while.”
Written by AI from the cited moments; every quote is checked against the transcript.
Discussed alongside
Names that come up in the same conversations as Cursor.
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