Cursor

On ToTheMoon, Cursor sits where two of its themes meet: how code actually gets written with models, and whether an intermediary that sells access to other companies' models can stay independent. The hosts treat Cursor both as a tool they open to write code and as a market case with revenue, deals and a change of owner. The question they keep asking is what a code editor is worth when the strong model inside it belongs to someone else.

In 2025 Cursor was described as the leader. Episode 058 called it the top company in code generation, with close to half a billion in annual revenue and users up to NVIDIA, and episode 059 recalled that OpenAI had tried to buy Cursor, failed, and bought Windsurf instead. In episode 080 Alexander explained that he goes to Cursor specifically for code the chat will not give him, and in episode 085 the hosts recalled that Cursor and Windsurf had been near-monopolists among standalone AI development environments.

In 2026 the Cursor story became a story about dependence. Episode 126 observed that even companies like this must prove their independence. Episode 107 examined SpaceX's purchase of Cursor: the interest was not the editor but the chance to speed up an enormous engineering organisation once an agent can see the project and its rules. In episode 133 the hosts admitted they did not know how far Cursor had been merged with Grok; by episode 154 the deal was closed and Cursor plus Grok rated as real competition for Codex and Claude. Episode 161 read the end of Cursor's OpenAI contract simply: reselling someone else's models is not a business.