zlacker

Unless you have reason to believe the revenue is declining in recent months or will decline in near future, ARR is a better metric. last year real revenue made sense only for low growth companies.

>>blacko+(OP)
The entire reason OpenAI has a high valuation is the expectation that AI will get a lot better in the next few years. If that happens, building a clone of Cursor/windsurf should be trivial. The only reason you would buy windsurf today is to either pump up the bubble OR use it to increase your market share of developers by taking users away from claude

>>blacko+(OP)
Cursor just lost access to the extension marketplace and key proprietary plugins that they were using against Microsoft's terms, Windsurf has been eating a chunk of their mindshare, and Copilot is catching up.

That's three good reasons to believe that lots of people will be cancelling in the next months unless something changes.