Yep it's off to a great start with its early mover advantage but IMO their days on top are numbered with every major player behind the premier coding models (and major IDE vendors) iterating hard on their own integrated AI coding agents, after which I suspect Cursor's choice for using a proprietary IDE is going to look dated.

That tells you nothing about their operating expenses (I'd bet they're operating in the red), and if you divide that by their cheapest available plan, that's at most 1.5 million paying users (probably way less).

Revenue is far from the whole story. What is their _profit_?

If you sell $1.00 USD for $0.90 you can get nearly unlimited revenue (until you run out of cash).