Denis Stetskov on Mythryl: “Volkswagen: $52B. 9 million cars. $320B revenue. Cursor: $50B. Wraps…”

Volkswagen: $52B. 9 million cars. $320B revenue. Cursor: $50B. Wraps API calls around a model it didn't build. The economics say utility. The multiples say magic. techtrenches.dev/p/the-50-bil...

techtrenches.devThe $50 Billion UtilityCursor spent $3 billion to stop losing money on every user. OpenAI won't break even until 2030. AI companies are valued like software but run like utilities. The math is catching up.

26/5/26, 3:14 pm0 reposts1 like

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