The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Clements: Cursor will build specialized coding models for enterprise users
“Cursor is going to build specialized coding models that are going to serve specialized coding tasks, especially for a lot of enterprise users.”
Clements: 90% of Cursor users are daily active agent users
“90% of cursor users are daily active users of the agent product.”
Clements: Cursor's AI agent product usage grew 15x last year
“The agent product grew 15 X last year.”
Clements: Cursor cloud agent accounts for 35% of merged PRs
“You know, the cloud agent product, which was new as of like October 30th, so it's only been in market for three months, is now responsible for 35% of merged PRs in cursor.”
Clements: Anthropic's app surpassed OpenAI's ChatGPT in the App Store
“Yeah, I mean, they passed GPT in the app store.”
Clements: Cursor has 2x more agent users than tab autocomplete users
“There are two times more people using agents in cursor than using the tab feature.”
Clements: Accel invested in CrowdStrike at $160M valuation with $1M ARR
“The example I would point to is, you know, CrowdStrike. Samir Gandhi and John Locke intersected CrowdStrike when it was, you know, there was like a million dollars of software revenue and there was a nine million dollar consulting business, and like, that was …”
Clements: Public trillion-dollar market cap companies grew from zero to twelve
“A decade ago, there were zero companies worth a trillion dollars. Five years later, there were six public companies worth a trillion dollars. Today, there's a dozen companies worth a trillion dollars in the public market.”