[merlindru]

If you asked the same selection of people about Saudi Aramco or SK Hynix none of them would know what those are either though, right?

I do think 60B for Cursor is way overvalued. Just not sure how to quantify

[embedding-shape]

Fair point, those are valuable for other reasons. My point was more to illustrate "Nike is valuable because of the brand", without using those exact words :)

[merlindru]

ah i see your point - my bad