[aduffy]

That's quite a war chest to raise in such a short period of time. The market has concentrated with the couple of recent acquisitions. Sounds like likely uses of that cash are

- Buy a few million more users with more generous free tier, as models get cheaper the cost to acquire the marginal customer goes down over time anyway

- Build your own foundation model for coding. tbh I'm skeptical that a company can do this better than the Big 3 AI cos.

- Go to war over enterprise. Do a deal with Deloitte/Accenture and get every single one of their consultants spending 8hrs a day in Cursor. Another flavor: compete head-on with Accenture by making your own service firm that undercuts them and delivers ahead of schedule for once.

[ignoramous]

> Go to war over enterprise ... consultants spending 8hrs a day in Cursor.

And students. Sun's Java push, especially its proliferation as "object-oriented programming language" in CS courses world-wide, might offer a lesson or two.

[aduffy]

Students aren’t a market though. Sun and Java was really just marketing to future users

[luckz]

> Build your own foundation model for coding. tbh I'm skeptical that a company can do this better than the Big 3 AI cos.

They already have their own "tab" model which might not be a very large one but definitely better than most open weight models on short code snippet completion. And for larger agentic LLMs, they can totally start from a pre-trained base model (e.g. deepseek R1) and only do post-train/RL/finetune, which is doable with a small team and their cash reserve. It's not hard to imagine a good base model (probably deepseek V4?) + cursor's user data leads to a model that surpass sonnet/gemini on coding tasks only.

[blitzar]

> Deloitte/Accenture and get every single one of their consultants spending 8hrs a day in Cursor

Unless you change Cursor into a busy work assistant it is functionally useless for consultants.

[spacecadet]

Work in consulting. The entire industry has flipped on its head as rates(interest and consulting) have collapsed. Most of the non-techie and somewhat-but-dangerous people(those of us left...) are now spending most of their time vibe coding demos and early prototypes.