Prediction certainty 4/5 debate potential 3/5

Acharya: Big tech will fail at multi-model aggregator tools like Cursor

Anish Acharya · Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya · Oct 22, 2025 · at 11:12

Anish Acharya, General Partner at Andreessen Horowitz (a16z), argues that startup products like Cursor have a structural advantage because big tech firms will refuse to ship competitor models inside their own products.

0:00 / 0:16exact quote · 16.1s
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“I think the other interesting area where the labs and the bigs are not going to be successful is products that benefit from being multimodal, right? Not multimodal, but multimodal. So cursor is good because you can use every model inside of it. And Google is never going to ship with anthropic models embedded.”

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