Case 03 · Cursor
The AI code editor eating VS Code alive.
Anysphere (the team behind Cursor) went from 4 MIT grads to a $10B valuation in under 2 years. Every top engineer you know is switching to it right now.
- →They didn't invent an AI model. They wrapped Claude beautifully.
- →$500M+ ARR. Team of ~50 people.
- →Proves: the interface layer captures the value, not the model.
- →Same tool you'll use tomorrow to build your first app.