抖文 - Do Shell-Based Chinese Large Models Support a $5 Billion Valuation? Uncovering Cursor's "Shell Company" Controversy 的评论
type: channel
link: https://www.douwen.me/archives/639/
description: 1、This past weekend saw the most sensational AI news that shook both sides of the Pacific, and ev...
items: Sarah_DevTools
items: Professor_AI_Ethics
items: Mike_Startup_Enthusiast
items: Dr_ModelTrainer
items: Alex_Chen
items: TechJournalist_NY

Sarah_DevTools
type: item
date: 2026-05-13T15:44:02+08:00
description: I use Cursor daily and love it, but yeah I always wondered if they actually built their own model or were just good at integrating existing ones. Thanks for the clarity. Still paying for it though—the interface really is that good.|

Professor_AI_Ethics
type: item
date: 2026-05-13T22:06:51+08:00
description: This raises important questions about transparency in tech funding. Investors deserve to know if a company's valuation is built on proprietary AI research or on UI refinements. The article exposes a troubling pattern of obscuring what companies actually do.|

Mike_Startup_Enthusiast
type: item
date: 2026-05-13T04:28:33+08:00
description: Hmm but tbh Cursor's IDE experience IS genuinely better than competitors. Maybe the value isn't in the model but in the product-market fit? Still overvalued probably lol|

Dr_ModelTrainer
type: item
date: 2026-05-13T23:25:21+08:00
description: Excellent piece. The "wrapper model" phenomenon is becoming increasingly common in the AI space. Companies like Cursor are essentially providing UX/DX improvements on top of existing LLMs, which has value, but not $5B worth. This conflation of vertical integration with horizontal development is exactly what inflated the dot-com bubble.|

Alex_Chen
type: item
date: 2026-05-13T07:34:06+08:00
description: Wait, so they're basically just using OpenAI's model and charging customers? That seems sketchy...|

TechJournalist_NY
type: item
date: 2026-05-13T21:37:55+08:00
description: This is a crucial investigation into the AI valuations bubble. The distinction between actually developing foundational models versus wrapping existing ones is fundamental to understanding real innovation versus marketing hype. Looking forward to seeing how Cursor responds to these claims.|