How can cursor be worth more than a few billion? Claude/Codex are already better autonomous SWE-lite replacements. Cognition surely has a better internal harness. Cursor does have a lot of users, I'll give it that.

i think closer to tens-of-thousands-of-dollars, by my napkin math!

a lot of the value of tests is confirming that the system hasn't regressed beyond the behavior at the original release. It's bad if the original release is wrong, but a separate issue is if the system later accidentally stops behaving the way it did originally.

I think the first enlightenment is that software engineers should be able to abstract away these algorithms to reliable libraries.

The second enlightenment is that if you don't understand what the libraries are doing, you will probably ship things that assemble the libraries in unreasonably slow/expensive ways, lacking the intuition for how "hard" the overall operation should be.

That is the claim of the post. I also don't see confirmation elsewhere