"Cursor Is Dead" Is Total BS: Here Is Why | Miles Clements
Why It Matters
Investors and product buyers should view success in AI tooling as market-expanding, not purely redistributive; cursor’s agent-led usage growth and multimodel positioning suggest it can sustain growth despite vocal critiques. That dynamic affects valuations, competitive positioning, and where capital and talent flow in the AI developer tools market.
Summary
Miles Clements rejects the narrative that “Cursor is dead,” arguing that the coding-AI market is expanding rather than zero-sum and that cursor remains strong because coding tools combine fast time-to-value with durable productivity gains. He lays out a framework of time-to-value and durability to evaluate AI categories, praising coding as a battleground because it scores highly on both. Clements cites rapid adoption of cursor’s agent features—agent usage grew 15x last year and now drives a large share of merged PRs—and emphasizes cursor’s multimodel strategy as a competitive advantage. He also notes that much ARR growth reflects increased consumption and new user cohorts, not just share shifts between vendors.
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