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YQ
@yq_acc
Infra builder. Reading club:
加入 March 2011
2.8K 正在關注    90.9K 粉絲
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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