Cursor's $29B Crossroads: Built on Rivals' Models, Now Fighting for Survival Against Claude Code
There’s a photo of Robert Caro hanging over Michael Truell’s desk. Caro — the legendary biographer of Lyndon Johnson and Robert Moses, known for spending decades on a single book — is a strange choice of inspiration for the 25-year-old CEO of a quintessential AI startup running at startup speed. But it’s a telling choice. Because right now, Cursor needs patience, long-term thinking, and methodical execution more than almost anything else. And the irony is that it may have very little time left to demonstrate all three. ...