GPT-OSS vs. Qwen3 and a detailed look how things evolved since GPT-2 (magazine.sebastianraschka.com)

Aside of how this looks like an AI-generated PR puff piece, it comes waaay too late after the Windsurf deal busted (OpenAI refusing to buy them after all) and Google cherry-picked the employees they wanted without wanting to buy the company, the artificial ARR-blown valuation disappearing in thin air and investors losing pretty much everything.

The thing is: those "$100M+" of negative-margin ARR don't mean anything positive for Cursor, just like it didn't for Windsurf; quite to the contrary, it's just a measure of capital bleed with an unsustainable model in a negative margin death spiral: the more of that artificial ARR they make, the closer they get to bust.

For a description of the problem, see https://ethanding.substack.com/p/windsurf-gets-margin-called which was discussed here: https://news.ycombinator.com/item?id=44843801

Gasp0de · 2h ago

To be honest I have never used Cursor nor do I know their pricing, but isn't revenue kind of a stupid metric if you're just a frontend for a paid API? Like wouldn't almost all of this revenue just go through them towards OpenAI or Anthropic?

xmorse · 2h ago

This post is just ChatGPT slop

captain_coffee · 2h ago

Cool, cool, now let's see their profits on that annualized (not annual!) recurring revenue.

I'll grab the popcorn in the meantime.

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