#23 - Cafe Cursor

Bullish:

• $CURSOR - Cursor experiencing explosive community growth with pop-ups spreading to 10+ cities globally and thousands wanting to host events, indicating strong product-market fit and viral adoption.

  • “Within a couple of days of posting about this, about a thousand people reached out to host pop ups.”

    Ben·1:04

  • “I think so far in about 10 cities. But the pipeline like, there's a much much bigger pipeline now, which is cool to see.”

    Ben·1:14

  • “I think those people tend to, like, be interested in meeting each other and and have, you know, common interests, which which has been which has been fun to see.”

    Ben·3:30

  • “people love getting that email.”

    Ben·13:39

  • “people are just, like, shocked or or, like, so so stoked about that.”

    Ben·13:58
• $SAAS - SaaS companies discovering physical community spaces as powerful retention and growth driver, with AngelList CEO saying their Founders Cafe was 'one of the most important things they did for the business'.

  • “he said that opening the Founders Cafe, he's like, you know, we did it a few months ago, but we should have done it, like, a few years ago. He's like, one of the most important things they did for the business”

    Host·12:25

  • “I think this is actually an important macro trend that you're tapping into, and it's almost like this giant subterranean river, and you you got, like, this burst of energy from it”

    Host·9:48

  • “I think there's definitely a lot I think there's a lot of demand for that.”

    Ben·11:27
• $TSLA - Tesla expanding into physical retail/dining experiences with Tesla diners, following broader trend of tech companies creating physical touchpoints.

  • “obviously, Elon's doing the Tesla diners.”

    Host·9:04
• $SOL - Solana establishing physical economic zones like in Kazakhstan, demonstrating crypto's evolution from digital-only to real-world infrastructure.

  • “And then this is the recent Solana Economic Zone in Kazakhstan. So these are, like, crypto zones that are opening.”

    Host·9:26