Truell: AI software has a uniquely high ceiling for leapfrog innovation
Michael Truell · The rise of Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell · May 1, 2025 · at 17:54
Michael Truell, co-founder and CEO of Cursor (Anysphere), explains to Lenny Rachitsky why entering competitive AI markets offers massive upside despite existing incumbents.
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“I think the exciting thing about AI is, in a bunch of places, and I think this is, you know, very much still true of our space, and you can talk about how we think about that and how we deal with that, but you know, I think that just the ceiling is really high, and yes, if you're, if you look around you know, probably even if you take the best tool and kind of, like, any of these fields there should be a lot more that needs to be done over the next few years. And so that, that space, having that space, having that, you know, high ceiling, I think is, is unique amongst areas of software, at least the degree to which it is high with AI.”
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