Line·2026-08-17·.md

vsvs
Software Engineer

Which SWE seat is healthier — Netflix, Cursor, or OpenAI?

Netflix is the healthier seat.

Cash you can spend, a mark you cannot, and a lab in between. Health is the floor, not the top.

Cash desk · cash share, work-email ticks, book, heat

  1. cash 82% · 20/42 ticks · up · NFLX +32% 1y · cash-max IC

  2. 2OpenAI$653k

    cash 41% · 11/23 ticks · hot · $13B ARR · +80% · still the default AI seat

  3. 3Cursor$850k

    cash 31% · 7/14 ticks · hot · Cursor · $500M+ ARR · still the default AI IDE

Sources