GitHub Copilot

“The thing that it really does in our observation with developers more than anything else is it helps keep them in flow state. Longer than they otherwise would.”

“But if you look at GitHub copilots, depending on the engineer, that's 30 to 100% increased productivity.”

“And I think companies like Cursor have just done a much better job with that now.”

“If you look at the revenue ARR chart, it's like, Cloud code in, like, three months has surpassed them, and, like, cursor, you know, easily surpassed them, and then, like, even, like, companies like Replin or, like, and Windsurf slash Cognition are, like, gonna…”

“The first kind of monetized AI app was code, right? It was Copilot, and so Microsoft had invested a ton of money and matured the market with Copilot, with VS Code, and so everybody knew it. It's just, like, the models weren't quite ready then, and so you had, …”

“Last year, it was notable that when we asked, hey, CTOs across 24 portfolio companies how much is AI actually impacting your productivity? And the answer across the board was pretty much 10 to 15%. We're all using GitHub Copilot.”

“Many of these institutions are beginning to adopt products like Cursor or, you know, even GitHub Copilot or a broader ecosystem of kind of AI products in their employee base, and people are seeing the productivity gains.”