According to @balajis, the widely shared quartile chart suggesting many AI companies can reach 100 million ARR in about three and a half years is an extrapolation from growth rate buckets rather than an empirical cohort of roughly one thousand startups, which changes how investors should interpret the distribution of outcomes, source: @balajis on X, Sep 23, 2025. According to @balajis, a true cohort that includes the many AI startups that never reach one million ARR would show that achieving 100 million ARR in three and a half years remains exceptional and is likely in the top five to top one percent depending on how an AI startup is defined, source: @balajis on X, Sep 23, 2025. According to @balajis, he points to Midjourney and Cursor as examples on this trajectory and notes that Replit and OpenAI would not fit the three year window because they were founded earlier, source: @balajis on X, Sep 23, 2025. According to @balajis, reaching 72 million ARR in five years with strongly positive margins is also a phenomenal outcome and should not be treated as ordinary, source: @balajis on X, Sep 23, 2025. According to @balajis, traders in AI themed equities and tokens should treat extrapolated quartiles as aggressive scenarios rather than base cases, adjust screening and valuation frameworks for survivorship bias, and avoid assuming a 100 million in three and a half years ramp without high outlier probabilities, source: @balajis on X, Sep 23, 2025.

According to @gdb, a faster GPT-5 in the Cursor editor was announced with a shared link on Aug 13, 2025, constituting a model performance upgrade headline with no performance metrics or crypto asset references provided in the post, source: @gdb on X, Aug 13, 2025.

According to Lex Fridman, the Grok 3 API is not yet available, which prevents a direct comparison to other tools for real-world programming. Developers are eager to integrate it with Cursor due to its promising capabilities. This anticipation indicates potential shifts in programming tools once the API is released, which could impact software development workflows and efficiency.

According to Lex Fridman, the release of Claude Sonnet 3.7 marks a significant improvement in AI models for programming tasks. This new model, deployed in Cursor, offers enhanced capabilities over its predecessor, Sonnet 3.5, which was previously considered the best for real-world programming. This development is likely to intensify competition in AI-driven programming solutions, potentially impacting market dynamics and trading strategies related to AI technology providers.

According to ZachXBT, a threat actor has stolen approximately $500,000 over the past month by compromising more than 15 X accounts, including those of Kick, Cursor, Alex Blania, and The Arena. The attacker used targeted phishing emails that impersonated the X team to steal credentials and subsequently launch meme coin scams.

According to ZachXBT, a threat actor has stolen approximately $500,000 over the past month by compromising over 15 accounts, including those of Kick, Cursor, Alex Blania, and The Arena. The attacker used targeted phishing emails that impersonated the X team to steal credentials, which were then used to launch meme coin scams.