Post by Sheel Mohnot on X
Sheel Mohnot@pitdesi
XCursor at -23% gross margin in January
$2.7B annualized revenue, up 14x YoY, expects $7B eoy
but Claude code caught up fast, hard for cursor to raise
xAI only at $3.2B 2025 rev, mostly twitter, really wants Cursors revenue
🍿 to see how it shakes out
t.co

343 likes19 repliesPosted Apr 24, 2026