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Cursor’s $9B Round, AI-Powered Toys & CloudNuro’s SaaS Fix | E2121

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Manage episode 480811021 series 3371599
Content provided by Jason Calacanis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Calacanis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Today’s show: Cursor’s explosive growth, hitting $200M in ARR and a massive $9B valuation. They also explore the buzz around Magical Toys’ new AI-powered dinosaur, where LLMs meet playtime. The conversation turns to “vibe coding” and how AI dev tools are changing the way product teams build. Plus, Jason shares stories from his Formula 1 poker table, Uber’s latest autonomous vehicle partnerships get analyzed, and we bring you highlights from our Founder Fridays pitch showdown, featuring Kippy from Sydney and MomSub from Chicago. Stick around to hear how Cloud Neuro is tackling SaaS sprawl.

*

Timestamps:

(0:00) Jason kicks off the show!

(3:52) Rise in popularity of F1 and Netflix's impact

(10:23) Uber stock, partnerships, and self-driving technology

(10:47) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist

today!

(13:50) Aurora Innovation's SPAC and Cursor's valuation discussion

(19:07) Revenue quality concerns for startups

(20:17) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(21:37) User engagement versus churn in startups

(23:06) AnySphere's ARR and impact of faster development on tech

(30:29) Fidelity Private Shares℠ - Visit ⁠https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.

(32:11) Anker's portable solar solutions and off-grid living innovations

(37:41) Jason's investment insights on Warner Brothers and Disney

(38:27) Skype's decline and the rise of Zoom and Microsoft Teams

(42:04) Founder Friday bracket final matchup and pitches

(51:08) Interview with Fateen Anam Raffid from Magical Toys

(59:24) Dino AI toy demonstration and future plans

(1:04:20) Interview on CloudNuro's SaaS spend management

(1:10:01) SaaS compliance, vendor-customer relationships, and AI spend management

(1:16:09) CloudNuro's data-driven foundation and AI governance

(1:18:46) Company growth, competitive landscape, and Chicago's entrepreneurial ecosystem*

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

Check out the TWIST500: https://www.twist500.com

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

*

Links from episode:

Magical Toys: https://www.magicaltoys.com

CloudNuro: https://www.cloudnuro.ai/

*

Follow Fateen:

X: https://x.com/Fateen_Anam

*

Follow Shyam:

LinkedIn: https://www.linkedin.com/in/shyam-kumar-7b18524/:*

Follow Lon:

X: https://x.com/lons

*

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

*

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

Thank you to our partners:

(10:47) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist

today!

(20:17) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(30:29) Fidelity Private Shares℠ - Visit ⁠https://www.fidelityprivateshares.com/ Mention our podcast and receive 20% off your first-year paid subscription.

*

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

*

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

TikTok: https://www.tiktok.com/@thisweekinstartups

Substack: https://twistartups.substack.com

*

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

  continue reading

1239 episodes

Artwork
iconShare
 
Manage episode 480811021 series 3371599
Content provided by Jason Calacanis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Calacanis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Today’s show: Cursor’s explosive growth, hitting $200M in ARR and a massive $9B valuation. They also explore the buzz around Magical Toys’ new AI-powered dinosaur, where LLMs meet playtime. The conversation turns to “vibe coding” and how AI dev tools are changing the way product teams build. Plus, Jason shares stories from his Formula 1 poker table, Uber’s latest autonomous vehicle partnerships get analyzed, and we bring you highlights from our Founder Fridays pitch showdown, featuring Kippy from Sydney and MomSub from Chicago. Stick around to hear how Cloud Neuro is tackling SaaS sprawl.

*

Timestamps:

(0:00) Jason kicks off the show!

(3:52) Rise in popularity of F1 and Netflix's impact

(10:23) Uber stock, partnerships, and self-driving technology

(10:47) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist

today!

(13:50) Aurora Innovation's SPAC and Cursor's valuation discussion

(19:07) Revenue quality concerns for startups

(20:17) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(21:37) User engagement versus churn in startups

(23:06) AnySphere's ARR and impact of faster development on tech

(30:29) Fidelity Private Shares℠ - Visit ⁠https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.

(32:11) Anker's portable solar solutions and off-grid living innovations

(37:41) Jason's investment insights on Warner Brothers and Disney

(38:27) Skype's decline and the rise of Zoom and Microsoft Teams

(42:04) Founder Friday bracket final matchup and pitches

(51:08) Interview with Fateen Anam Raffid from Magical Toys

(59:24) Dino AI toy demonstration and future plans

(1:04:20) Interview on CloudNuro's SaaS spend management

(1:10:01) SaaS compliance, vendor-customer relationships, and AI spend management

(1:16:09) CloudNuro's data-driven foundation and AI governance

(1:18:46) Company growth, competitive landscape, and Chicago's entrepreneurial ecosystem*

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

Check out the TWIST500: https://www.twist500.com

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

*

Links from episode:

Magical Toys: https://www.magicaltoys.com

CloudNuro: https://www.cloudnuro.ai/

*

Follow Fateen:

X: https://x.com/Fateen_Anam

*

Follow Shyam:

LinkedIn: https://www.linkedin.com/in/shyam-kumar-7b18524/:*

Follow Lon:

X: https://x.com/lons

*

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

*

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

Thank you to our partners:

(10:47) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist

today!

(20:17) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(30:29) Fidelity Private Shares℠ - Visit ⁠https://www.fidelityprivateshares.com/ Mention our podcast and receive 20% off your first-year paid subscription.

*

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

*

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

TikTok: https://www.tiktok.com/@thisweekinstartups

Substack: https://twistartups.substack.com

*

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

  continue reading

1239 episodes

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