Everything Michael Truell said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Truell: Microsoft will struggle to compete in AI code editing
“I think it's one of the things that makes it pretty tricky for a Microsoft to really compete in a big way.”
Truell: Long-term demand for software engineers will increase despite AI
“I think long into the future, yes, there will actually be more demand for engineers.”
Truell: Public cloud providers are figuring out extreme scale on the fly
“You think of these public clouds as they have it all together but really it's a very small set of customers for the highest, highest level of scale, and they're figuring it out on the fly.”
Truell: Software engineering remains far from full automation
“Despite the headlines, despite how much demand there is in this market, and how much software's changed over the last few years, it's so far away from being automated. It's so inefficient. Building software in a professional setting, especially with, you know,…”
Truell: All Software Development Will Flow Through Models Within Five Years
“And I think we took a step back and realized that if we were being really consistent with our beliefs, you know, there was going to be an opportunity for all of coding to change in the next five years and for all of software development to flow through models.”
Truell: Cursor's ultimate goal is to replace traditional coding entirely
“Yeah, the goal with the company is to replace coding with something that's much better.”
Truell: Software creation will move to higher abstraction levels within a decade
“We think that over the next five to 10 years, it will be possible to invent a new way to build software that's higher level and more productive. That's just as still down to defining how you want the software to work and how you want the software to look.”
Truell: 'Vibe coding' doesn't work for large professional codebases
“I think that the whole idea of kind of vibe coding or coding without really looking at the code and understanding it doesn't really work. There are lots of end order effects. You know, if you're dealing with millions of lines of code and dozens or hundreds of …”
Truell: AI coding tools will become 10x more useful within a year
“And I think that the game in the next six months to a year is to make both of those, you know, an order of magnitude more useful.”
Truell: Chat text boxes are fundamentally too imprecise for controlling coding AI
“And then, you know, one thing I will note kind of harkening back to a last response is that even if you had something you could talk to that was human level at coding, Or faster and better, better than a human at coding, you know, sort of the skill of an entir…”
Truell: Major AI labs are currently bottlenecked by software engineering capacity
“The next AI model, which, you know, if you talk to the labs, largely they're bottlenecked on engineering capacity.”
Truell: AI models will mediate all programming, requiring complete UI control
“All of programming is going to flow through these models. It's going to look very different in the future. You're going to need to control the UI.”
Truell: Cursor bans AI tools during its initial software engineering technical screens
“So for interviewing, we actually still interview people without allowing them to use AI other than autocomplete for our first technical screens.”
Truell: AI coding tools mirror web search's product-improving distribution flywheel
“One of the things that characterize search, and I think also characterize our market, is distribution is really helpful for making the product better. And so if you have lots of people using your thing, you have an at scale business, you get a sense of where t…”
Truell: Future coding will use terse pseudocode instead of raw code
“And so a world, you know, kind of after, You know, after code I think it looks like a world where you have a representation of the logic of your software that does look more like English, right? You have kind of written down, you can imagine in doctrine form, …”
Truell: Engineers will rely less on carefulness and more on taste
“I think we will get to a place where you will be able to be less careful as a software engineer, which right now is an incredibly, incredibly important skill. And yeah, we'll move a little bit from carefulness a little bit more towards taste.”
Truell: 'Vibe coding' breaks down when developers cannot understand scaling codebases
“By not understanding the details under the hood right now, you then very quickly get to a place where you're kind of limited. At a certain point where you create something that's big enough that you can't change.”
Truell: AI coding tools must control the full IDE, not just plugins
“The extensibility that existing coding environments have is so, so, so limited. So if you think that the UI is going to change a lot, if you think that the form factor program is going to change a lot, you necessarily need to have control over the entire appli…”
Truell: Cursor's most successful developers use AI conservatively for scoped tasks
“So the customers we've seen have most success with AI, I think are still fairly conservative about some of the ways in which they use this stuff. And so I do think today that the most successful customers really lean on Things like you know, our next edit pred…”
Truell: AI product builders operate between software and foundation model labs
“It's kind of a new form of product building where it's very interdisciplinary in that we are something in between a normal software company and then in between a normal software company and then a foundation model company in that you know we want to develop a,…”
Truell: Every magic moment in Cursor involves a custom in-house model
“At this point, every magic moment in Cursor involves a custom model in some way.”
Truell: Unlike writing, the next 30 minutes of coding is entirely predictable
“Code is this weird form of work where sometimes really the next five, 10, 20,
30 minutes of your work is entirely predictable from looking over your shoulder. And I would contrast this with writing.”
Truell: One company will build the tool creating almost all software
“I think that there will be one company and to be determined if it's going to be us, but I do think that there will be one company that builds the general tool that builds almost all the world's software. And that will be a very, very generationally big busines…”
Truell: AI shift will be more consequential than the internet over decades
“I think it's gonna be more consequential than the internet. I think it's gonna be more consequential than, you know, any shift in tech that we've seen since, since the advent of computers. And I think it's gonna take a while. And I think it's gonna be a multi-…”