Robert Peston

It's looking at pull requests merged and metrics like that.

But folks are seeing lots of success out in the field.

And so to Jensen's comment, the ROI of buying the tool has been so high for many of our customers, which makes us really happy.

And on the pricing front, there's two components.

One is a seat component, where we look at usage, we look at how many people are using Cursor every month within an account, and then pricing matches that.

And then if folks are using the product in a really, really deep way, there's also a usage component, similar to a Databricks or a Snowflake.

What's interesting is vibe coding was all the lexicon in the past few months.

And many people felt that it was individuals who were paying the $20 for a cursor and really doing it and really feeling the power of understanding and being able to prompt.

How about now what you call AI coding?

Is this more of an enterprise play?

Is it more of a sit at home and play it being a developer play?

We serve professional development teams.

And in particular, professional engineers are our ICP.

And so when we use the term AI coding, it's to underline that we care.

There are some folks that experiment with the tool for prototypes.

But the core use case, the reason the vast majority of customers are using Cursor, is to get real work done in their real jobs.

And that means shipping carefully in professional code bases at the highest degree of quality.

We were just talking about all the CEOs of the Magnificent Seven and others who have been using Cursor, been talking about Cursor.

They must have been calling Cursor.

Michael, how many inbounds are you getting on companies wanting to buy you at this moment?