I suspect these won't be as sticky as the contracts you're thinking of. Oracle and Microsoft can run on that because their products aren't compatible with anything else so migrating is a huge pain.
Cursor doesn't really have that. We've got it at $DAYJOB but it's not even the only one, I can also use Zed or Codex or Claude or probably a half dozen other things I don't even know about.
I suspect a lot of companies have that right now because the market for AI is so volatile, and in the near future will trim that down to a couple of tools and Cursor doesn't have much to keep them at the top of the list imo.
I also wouldn't pay 60 billion for a bunch of enterprise contracts that have to compete against Microsoft. No one is dropping Microsoft as a vendor, and they have the ability to up the prices for stuff people need like Office and use that to make Copilot free. If times get tough and companies need to cut costs, it's a lot easier to part ways with Cursor than Microsoft.
How about paying 60 billion for a bunch of enterprise contracts?
I suspect these won't be as sticky as the contracts you're thinking of. Oracle and Microsoft can run on that because their products aren't compatible with anything else so migrating is a huge pain.
Cursor doesn't really have that. We've got it at $DAYJOB but it's not even the only one, I can also use Zed or Codex or Claude or probably a half dozen other things I don't even know about.
I suspect a lot of companies have that right now because the market for AI is so volatile, and in the near future will trim that down to a couple of tools and Cursor doesn't have much to keep them at the top of the list imo.
I also wouldn't pay 60 billion for a bunch of enterprise contracts that have to compete against Microsoft. No one is dropping Microsoft as a vendor, and they have the ability to up the prices for stuff people need like Office and use that to make Copilot free. If times get tough and companies need to cut costs, it's a lot easier to part ways with Cursor than Microsoft.
Or paying ~300 million virtual slips of paper that the market says are currently worth $60 billion.
About 4x what they've spent on Starship development so far.
They're not a space company any more. They're just part of the AI bubble.