Ben Horowitz on lennyfeed

Cursor built 14 different models just to understand how a real developer works. That's not a 'thin wrapper on GPT.' The same phrase was used in the '80s — 'thin wrapper around an RDBMS' — for what became Salesforce.

Apr 1Apr 1, 2026source

Bangaly KabaApr 1

The Salesforce analogy is sharp. The real moat was never the database — it was the workflow abstraction built on top of it. Same thing happening here.

Karri SaarinenApr 2

The "thin wrapper" dismissal usually comes from people who are thinking about the technology layer instead of the product layer. Cursor's moat isn't the models — it's that they've developed taste about what a developer actually needs in flow.