It's reasonable to believe that the enterprise/B2B market will eventually be larger than Cursor. It is weird to put in that much funding before demonstrated traction though.
The B2B dominance of Microsoft Office can, after all, not exist without B2C Microsoft Office.
They bought windsurf and they had b2b customers already?
That being said, they're also the "devin" people, so I'd probably avoid them, like I avoid anything langchain related.