YQ
@yq_acc
Infra builder.
Reading club:
Joined March 2011
2.8K Following 90.9K Followers
Where did the seat budget go? It migrated to metered software.
Cursor ended 2025 near $1.2B ARR, hit ~$3B run-rate by April 2026. Harvey: $0 to ~$200M in 36 months. Agentforce: $800M ARR, +169%.
The CFO swapped payroll and seats for one compute line.
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