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Cursor and Claude Code growth narratives challenge tech bubble perceptions

Narrative violation. Cursor goes $1B to $2B in 3mos. Claude Code went $0 to $2.5B in 8mos. Everyone in the tech/X bubble think people are wholesale ditching Cursor, but enterprise diffusion is glacial. Most of the world just got a hold of it.

→ View original post on X — @rachelmetz, 2026-03-02 23:08 UTC