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

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. All rights for the video shared and linked below belong to the original copyright holder, and we are using the footage under the principle of fair use. Listen here: Apple: https://podcasts.apple.com/us/podcast/this-week-in-startups-audio/id315114957 Spotify: https://open.spotify.com/show/6ULQ0ewYf5zmsDgBchlkr9 Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audio More from us: Twitter: https://twitter.com/twistartups Instagram: https://www.instagram.com/thisweekinstartups Official site: https://thisweekinstartups.com Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 Subscribe to TWiST Clips for all the best moments: https://www.youtube.com/channel/UCS7tJlcUA6PzVHEMo-X7ddg?sub_confirmation=1 #startups #entrepreneurship #investing #angelinvesting #tech #news #business