Here's a thought-provoking take on project strategy: the Lighter team might've raked in more gains staying focused on their original AI play instead of pivoting into the crypto space. The numbers tell an interesting story—Cursor now commands around 15 times the valuation of Lighter's FDV. It's a sobering reminder about the risks of chasing trends. When a Gen AI coding tool ends up with that kind of premium versus a crypto pivot, it forces you to reconsider what the market actually rewards. Sometimes sticking to your core bet beats taking a flyer on hot sectors.