Cursor

And this connects to something Michael Terrell shared the CEO of cursor when he was on the podcast. He had this vision of cursor becoming basically what comes after code.

… Should I join a Cursor? Should I-

… It's about letting them get differentiated talent or that's probably more of what I would anchor to of this is the 10X engineers use cursor. You don't, do you want access to 10X engineers?

… I think Cursor did a great job of being an early pioneer of this more age agentic way of leveraging the models to do more complex things and generate more larger ch...

… I guess the opportunity there, the moat would be the data, similar to how Cursor is collecting more feedback on what people want in their code suggestions, maybe in theory CRF and has more and more data over time, and there's this...

… So, for example, almost every software engineering firm I know uses something like Cursor to help their software engineers. Most people use Cursor right now as a coding autocomplete, though they have a lot of agentic solutions and…

If you take Cursor, for instance, it definitely improves productivity, can actually bring down the time to actually do code, the attribution is clear, but it's still in a copilot mode. In those kind of situations, a hybrid pricing model is…

" The fastest growing companies in the world, Cursor, Windsurf, Lovable, Bolt, all these guys. Copilot was so ahead of these companies and these companies broke through.

… s real, we can hill climb on these evaluations and talk about suite bench and towel bench and terminal bench, whatever, but customers ultimately know Cursor bench which doesn't exist other than in their usage and their own testing et…

… saw that Cursor hit 300 million ARR in two years. Interestingly, you guys were very well positioned to do really well in this AI coding tool space.

… Cursor and Windsurf have their only agents and Replit. Thoughts on just where you guys fit in the landscape and then how do you think you win long term.

… goal with Cursor is to invent sort of a new type of programming, a very different way to build software, that's kind of just distilled down into you describing the in...

… say that's probably the main one, because I think if you have a large existing code base, you're going to need something like Cursor. And you're going to need to be a developer, meaningfully, to be editing that stuff.

… So Cursor is a fork of VS Code that's made that has really awesome AI tools, but that's an editor. You still need runtime, you still need a deployment environm...