Cursor

“The challenge with it is it requires a new way of thinking for the people building the systems. Even if more and more is coded by cursor and other parts, you still need the humans that are working on this to adopt new ways of thinking and how they build system…”

“So I think it's like, it's the easy way out. And I think they're taking the easy way out. And I think it's gonna be very bad for them because Then you're competing against Cursor, Replit, ChatGPT, Gemini, like every other like either coding first services that…”

“I mentioned companies like Cursor, JetBrains, Windsurf you know, Cognition and others that we work with who anecdotally are all you know, have all said that GPT-V now feels like the most capable coding model, whether that's in an interactive coding environment…”

“We've worked with large enterprises and small startups and the entire spectrum in between on testing these models and GPT-V specifically before release. And we get a lot of feedback from companies like Uber and Amgen and Harvey and Cursor lovable you know JetB…”

“Right now, Cloud Code is, is used by developers and loved by developers, and I think they're competing head-to-head with Cursor, Windsurf, and those kind of products.”

“As cursor is eating market share, you can see it is almost exactly proportional to Copilot declining in usage.”

“GPT five, the model opening I released a month ago at this point, I believe two months ago, it really changed that. You know, people have talked to a cursor say that, you know, it completely Leveled the kind of usage between OpenAI and Anthropics models in a w…”

“What I genuinely believe is going to happen is the way cursor and AI coding just completely exploded this year, I think is going to pass on to business end users and enterprises are going to actually see the promise of AI that has been there for the last few y…”

“This was the breakout year for every API business for AI coding. Like, I mean, Anthropic was the biggest beneficiary of that, but the cursors of the world, all of that, like, AI coding found its stride. That drove API businesses”

“Voice dictation has blown up in enterprises. So it started with vibe coding where engineers would just talk into a mic and it would like produce software for them in cursor. And now it's spread to like sales, marketing, business, and that is not well suited to…”

“The desktop products I'm thinking of are like Cursor, Claude Cowork, Whisperflow, Granola, like none of these are really captured in this data, and so we're gonna have to evolve our methodology into looking more at revenue than just kind of web traffic, which …”

“Two Republican-led House committees, they're probing specifically Airbnb and AnySphere, which is the owner of Cursor, over their use of Chinese models.”

“Pocket OS, there's a large travel agency. What they had to, they were using cursor and they're using technologies with AI agents out there to go and maintain their code base. And the system basically wiped out the customer database and the production system in…”

“Robinhood is launching a new feature that lets customers hand their trading and credit card purchasing decisions to their favorite artificial intelligence tools. Robinhood users can link an AI agent like Anthropics Cloud or the Coding Agent Cursor to separate …”

“Cursor comes out, and within about a year, it has the majority of the market. Then, by the way, Cloud Code comes out, and then now Cloud Code has majority of the market.”

“Now with that option, if you have any fear that they're going to take everything that you're giving them because you're using their models and then recreate your business, you now have an option. And I think that's gonna, that can slow things. Again, the speed…”