Zortix
SearchAsk Zortix…⌘KSign in
BULLISHCore thesis · 5/5

Cursor as the engineering platform company

The bull case for Cursor is that it is building the first platform company to own the entire engineering vertical, a domain with no current platform leader despite being the fastest-growing, most dynamic vertical.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Cursor as the engineering platform company · Zortix