Cursor

“Somewhere where I disagree with him is that you need to own the IDE. I think like he made kind of some good points about, you know, not having platform risk in the long term, but some of the, you know, features that were mentioned, like suggesting diffs, for e…”

“It's like a convenience over the top of this incredibly complicated system that full-time, sophisticated software engineers have designed over the past few decades in a totally different environment as a way to build software, you know. And so we're trying to,…”

“Cursor is taking AI and making traditional software engineering like insanely good with AI. And we are taking some of the best things about traditional software engineering and bringing them to building AI software.”

“We still see an overwhelming majority of customers using OpenAI, but almost everyone is using Anthropic for the, and Sonnet specifically for their side projects, whether it's You know, via cursor or prototypes or whatever.”

“We have a unique automation stack that is one size fits one. We actually deploy to cursor early on. Basically optimize for their specific workload, and that's a lot of juice to extract out of there, and we see success in, in that product is actually can be wid…”

“I think like we have like two type of families of tools. One is like we re-imagine the software development. I think Bolt is there. And I think like a cursor is more like an evolution of what we already have. It's like taking the IDE and it's amazing. And it's…”

“It turns out there are hundreds of thousands of people that we have seen that were using Cursor and we're trying to build apps with that where they're not traditional software does, but we're heavily leaning on the AI.”

“I actually generally get better results out of Claude. It's in, you know, just Claude.com versus Cursor a lot of times which is interesting, like, I love being able to apply code, et cetera, But as far as just like, a lot of times I find it getting stuck in so…”

“What I do, and I think what you should do is use other prompts to sort of bootstrap your prompts. So like I have it set up in cursor or in windsurf where I was telling Alessio before we started, you basically, I have like a prompt template in a prompts directo…”

“And when we released the DeepSeq feed story support some employee from the Cursor team Also very interested in our implementation and ask, reach out and ask some questions from us.”

“Everything in this in the phase shift UI, this, or this eval studio UI that I showed you was written by AI. So this entire UI was written by AI, but it was not written by. Oh my God. They shipped it was written by cursor.”

“Github Copilot or Cursor, which are incredible products. We use them internally. We're very happy with them. But again, this is, these are products where the engineer is driving most of the work. Like, even in agent mode, really the engineer is, like, driving …”

“Yes, you can use augment inside of cursor. We actually have quite a few users doing that.”

“So there's a, there was a lot of like integration work to bridge that gap, but now the LLMs, because they've taken on this tool calling and are getting better at tool calling, the story is the integration story has definitely gotten a lot easier. I think it's …”

“If we want some product that has like very broad a product market fit today, we would build, you know, a cursor or a Windsurf or something like this. Like these are awesome products that so many people use every day. I use them. That's not the product that we …”

“Currently we're seeing costs around, like, six dollars per day per active user, and so it's, like, it does come out to a bit higher over the course of a month in Cursor but I don't think it's, like, out of band, and that's, like, roughly how we're thinking abo…”

“Warp can code, and Warp code is at a level that's, like, comparable to cloud code. I think it's actually better than, like, Cursor's agent. It's probably better than Windsurf since they aren't, they don't have Sonnet for.”

“The biggest difference that these are is that these are sort of like cloud synced. And so you can sort of use these wherever you log in. They're sort of shareable. Across the team. And so like, this is our version of cursor's rules.”

“I think we will also, by the way, probably just literally support the cursor rule format.”

“Cursor I think is some very significant portion of their revenue.”

“We try to set a culture in the engineering team where usage of these tools as much as possible and as a default path is the expectation. And in hiring We are now explicitly asking about this a lot, thinking about what are the types of people that are going to …”

“That's really different from how the, you know, the other things at the time were things like copilot and cursor and Adr. They didn't do this for like step by step reasoning and accomplishing tasks. They were more suited for the Q and A and one shot prompting …”

“What's unique about doing it in Marimo is the fact that not only does Marimo see your code, but it sees all the variables in memory and it can also see your database connections, et cetera. So it can really provide rich Rich completions.”

“In chat search people, people don't really do that. People just say, solve the problem for me. What I think is really interesting about that is, like, it's actually the highest intent. Like, it's the most valuable thing you could be doing. Because you're going…”

“The first wave of generative AI is what I generally call these text completion products, right? And, you know, that makes a lot of natural sense if you think about it that obviously the interface of a language model is text completion, right? You give it a pre…”

“I mean, when I saw the acquisition, I was like, oh, this is actually more intense now because the cursor team is going to move faster than the cloud code team. I think that's my feeling given they have to, there's more pressure on them and they're smaller.”

“The cursor is successful because of the product stuff, less so the LM, well, minus a tab, the cursor tab stuff is pretty good, but”

“We know that they went there, they were there for, I think, about two weeks, and they came back.”

“What's changing with agents is as they gain more and more autonomy, We'll be asked to turn this autonomy into productivity, and the only way we can do that is by doing multiple things in parallel, as we've shown. The moment you do multiple things in parallel, …”

“And together with that, we also created OpenVSX, which I think now powers all of the extensions that you see running in Cursor and also Windsurf, which is also open source under the Eclipse Foundation marketplace for VS Code.”

“And so I think that is what enables us to ultimately see a path to actually pretty high gross margins. Whereas the CLI based and the sort of engineering focused ones, I think you're in a tough position because everyone always wants the best model.”

“When cursors switch from Sonnet to GPT-V as like the default model that was like, you know, Two hundred million our revenue for Anthropic that kind of went away and like moved on to GPT-V.”

“I don't think that that interaction is a really important way that people are gonna be interacting with AI in six months or 12 months.”

“A lot of these other tools that are great, like cloud code and codex and cursor and so on that they've forgotten what made them great and what made them grow so fast, which is building the very best product. And they built it in a way that's too overfit on the…”

“So I personally don't really use tools like cursor because I want total control over the context. I know what models can handle, what prompts, and I know, for example, one thing I mentioned is context rot. So how long the context is before the model chokes on …”

“If like Cursor or Devon would have to build their own VS code, that'd cost a hundred million dollars, you know? Call me back in five years.”

“Just yesterday, I think we saw both Cognition, congrats, SWIX, and Cursor to ship RL fine tunes of unnamed open source models.”

“Look, I have friends Who are much better engineers than I am, ok, I mean, world class, maybe some of the best in the whole world, ok, have built technologies that you've heard of, and they're not using AI yet, except the occasional, I'll ask Cursor a chat ques…”

“And this is what cursor does. Like they actually do use you know, real user activity on their platform to, you know, significantly, like, improve both their coding agents as well as Tab.”

“What we're really aiming for is, like, more, like, you know, automate software engineering as a process where you, like, write code, you go look at Datadog look at what's, like, happening, then come back and, like, you know, maybe have some hypotheses about wh…”

“Recently Jacob Jackson had this blog post about like, online tab, where like, you know, we're doing policy- Because there is every two hours. Exactly, like, a policy update every two hours or something”

“It's actually fairly, fairly uniform across the entire engineering department. It's actually kind of funny, like one of our largest cursor users is actually an engineering manager.”

“So the interesting thing about cursors, they actually for, you know, a small fraction of the cost, a 100th the cost or less, developed an almost soda model, which for a period of time was the most popular coding model in the world, right?”

“So far we've been in, in easy mode. We've hit the easy button with AI, which is the agent just is you. And when you're in cloud code and you're in cursor and you're in codex, you're just, the agent is you, you're offing into your services. It can do everything…”

“One of the things that's been a consequence of having these videos is we use best event where you run head to head different models on the same prompt. We use that a lot more because one of the Complications with doing that before was you'd run four models and…”

“And then the other reason to use sub-agents is we want, ah, contexts to be sort of summarized, reduced down at a sub-agent level. That's a really neat boundary at which to compress that rollout and testing into a final message that that agent writes that then…”

“We actually just launched BugBot autofix, where you can click a button and or change a setting, and it will automatically fix its own things.”

“We also launched MCPs along with along with this Cloud Agent launch, launch support for Cloud Agent MCPs.”

“That's going to happen again, where it goes from agents handing you back gifts and you're sort of like in the weeds and giving it, you know, 32nd to three minute tasks to you're giving it, you know, three minute to 30 minute to three hour tasks and you're gett…”

“I think that we don't see sort of necessarily being great at the latest thing with AI coding as a prerequisite.”

“What we found was that At the time, at least there were strengths to using models from different model providers as the base level of this process. like basically you could get almost like a synergistic output that was better than having like a very unified…”

“Like obviously you need to run the code. And so that I think also is probably not that contrarian of a take, but no one has done that yet.”

“We have found that in this new world where agents can end to end write much more code, reviewing the code is one of these new bottlenecks that, that crop up. And so reviewing a video is not a substitute for reviewing code, but it is an entry point that is much…”

“This is one of the cases where if you just do, you know, browser use type stuff, you will have a bad time because it now needs to upload files. Like it just uses its native file viewer to do that.”

“The main default way is actually snapshotting. Like a VM, right? You run a bunch of install commands, and then you snapshot more or less the file system. And so that gets you set up for everything that you would want to Bring a new VM up from that template bas…”

“I think as we think about these highly parallel kind of agents running off for a long time in their own VM system, We are already at that point where people will be spending thousands of dollars a month per, per human, and I think potentially tens of thousands…”

“Giving the model the tools to onboard itself and then use Full computer use end to end pixels in coordinates out and have sort of the cloud computer with different apps in it is the big unlock that we've seen internally in terms of usage of this going from, oh…”

“Models today do still have weaknesses, where if you let them run for too long without cleaning up and refactoring, the code will get kind of sloppy, and there'll be bad abstractions, and so you still do need humans that, like, have built systems before, know g…”

“There'll be some versions of this as we ship publicly soon where you can spit up an agent and give it access to another agent's transcript to either basically debug something that happened.”

“People like don't really edit files, hand code anymore. And so we want to build for where that's going and not where it's been.”

“Like, we've broken our GitHub actions recently because we have so many agents, like, producing and pushing code that, like, CICD is just, like, overloaded because suddenly it's, like, effectively we grew, cursor's growing very quickly anyway, but you grow head…”

“The, we think that over the coming months, the big unlock is not going to be one person with a model getting more done, like the water flowing faster. It will be making the pipe much wider. And so parallelizing more, whether that's swarms of agents or parallel…”

“We have disabled its cloud agents starting more cloud agents. So we currently disallow that.”

“And we actually felt that, that in some ways by restricting and limiting what you could do there, people would naturally leave more to the agent. And fall into this new pattern of delegating, which we thought was really valuable. And so there's currently no wa…”

“One of the new bottlenecks is getting into production and we have a, Like, joke internally where you'll be talking about some feature and someone says, I have a PR for that. Which is like, it's so easy to get to, I have a PR for that, but it's kind of hard sti…”

“They could index the code and cursor does, but plot code does not. And I believe this is also because they are not incentivized to utilize less tokens by the end user, because they're just offsetting the cost of indexing, et cetera, to tokens and time that the…”

“You can run Turbo Puffer either in SAS, right? That's what cursor does. You can run it in a single tenant cluster. So it's just you. That's what Notion does. And then you can run it in, in, in BYOC where everything is inside the customer's VPC. That's what, fo…”

“They migrated everything over the next like week or two, and we reduced her cost by 95%, which I think like kind of fixed their per user economics.”

“Like at some point, cursor moved like 20 terabytes of Postgres data into Turbo Puffer, because it's like, it's there, it works, and these particular query plans we know work well, and so they just moved it all to defer sharding.”

“Notion does a ridiculous amount of queries in every round trip, just because they can. And I'm also now, when I use the cursor agent, I also see them doing more concurrency than I've ever seen before.”

“Cursors like security posture into Turbo Puffer is exceptional, right? They have their own embedding model, which makes it very difficult to reverse engineer. They obfuscate the file paths. They are like, You, it's very difficult to learn anything about a code…”

“The other thing I would claim you could see is that CLI-based tools and tools that don't require you to look at the code becoming more popular, and you could see, yeah, various versions of Cloud Code and Codex and Pi and internal development tools taking off e…”

“Cursor was, I think the hottest tool in the company for a good while. Now, Claude Code, I think, has taken the reign on that.”

“No cursor, no. Like, the team uses cursor, but I feel like I'm one step removed from, like, the code that I just use cloud code directly.”

“There will always be capability overhangs. They may not stay still, and so you gotta be nimble. But the Sierras of the world, the Cognitions of the world, the Cursors of the world, the Decagons and Harvey's, these are all agent labs for their field. They can b…”