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Thinking of it as an option makes it much more rational. Downside is capped (cost of services + deal structure), upside is asymmetric if Cursor outperforms. That said, these deals always hinge on whether the “$8B in…
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Thinking of it as an option makes it much more rational. Downside is capped (cost of services + deal structure), upside is asymmetric if Cursor outperforms. That said, these deals always hinge on whether the “$8B in…
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