用短剧模式做教育 ARR 半年涨了快 10 倍，AI 编程 Lovable 估值 20 亿美金了

Core Insights - The talent war in the AI sector is intensifying, with Meta actively recruiting from companies like OpenAI and Anthropic [1] - Cursor has successfully recruited key personnel from Anthropic, including product manager Cat Wu and technical lead Boris Cherny, which may complicate their relationship with Anthropic [2] Group 1: Talent Acquisition - Cursor has hired Cat Wu, the product manager for Claude Code at Anthropic, who is now focusing on enhancing Cursor's product experience [1] - Boris Cherny, the technical lead for Claude Code, has also joined Cursor as the chief architect and engineering head, responsible for developing core technologies [2] Group 2: Company Valuations and Growth - Lovable's valuation has increased from $1.5 billion to $2 billion, with a significant rise in its annual recurring revenue (ARR) to over $75 million [3] - Lovable has introduced an Agent Model that reduces error rates in product development by 90% and has shifted to an effort-based pricing model [3] Group 3: Emerging Trends - A new educational platform inspired by TikTok has seen its ARR grow nearly tenfold to $50 million, indicating a strong market demand for short video education [4]