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I: Claude Is the Drug, Cursor Is the Dealer

There is a rumor floating around tech-twitter that Cursor makes just ten cents for every dollar it spends. Maybe that number is exaggerated but even if it’s directionally correct at some point we are in for a rude awakening in the world of consumer AI apps. Many of today’s sexiest AI startups are not product companies but rather distribution arms for someone else’s model.These companies are beloved on Twitter, raise at billion-dollar valuations and build beautiful user experiences. The approachi...

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