Post by Sheel Mohnot on X
Sheel Mohnot@pitdesi
XCursor is incredible but I wonder how sticky the revenue (~$150M ARR) is.
66x revs is fine if you think the growth continues, if you think the revenue is sticky.
I’m not at ALL an expert on this, would love others to opine.
820 likes129 repliesPosted Mar 8, 2025