Cursor · at $100M ARR · Jan 2025
The Legendary Revenue Run · the same milestone
Same revenue. A very different business.
Every dot is one paying customer at the $100M milestone. Wiz sold to companies. Cursor sold to developers.
Annual recurring revenue
$0M
Annual recurring revenue
$0M
Customers
~260
$384K average contract
Developers
~360,000
$276 average contract
Same revenue. 1,400× the customers.
BOARDROOM WIRE
@BoardroomWire
R replay · F final · ?t=pullback+2.4