“And then Replit, which went from 10 to a hundred million dollars of ARR in just the last six months.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from David Walsher
AssertionNot checkable as stated
Walsher: Cursor announced reaching $500M in ARR
“Cursor, maybe three weeks ago, announced they're at five hundred million dollars of ARR.”
David WalsherJul 3, 2025▶ 7:51AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
Insight
Vercel CTO says top engineers are becoming primarily code reviewers
“Malte, among many interesting things, I think one of the most fascinating things that he said was that most of his great engineers who have been with the company for a while, as they've dogfed you know, vZero, and they've used things like Cursor and Windsurf i…”
David WalsherJul 3, 2025▶ 20:10AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
AssertionPartly supported
Walsher: Computer science graduates face top-tier college unemployment rates
“Computer science grads are actually among the top five or six majors graduating from college right now with the highest unemployment rate.”
David WalsherJul 3, 2025▶ 29:46AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
Insight
Walsher: Tech buyers value Cursor's opinion over $80B legacy software incumbents
“Most people will care, at least in our world, What the smartest buyer at Cursor thought about a given tool than what the smartest person at the, you know, eighty billion software business that IPO'd in, in 2012 might think.”
David WalsherJul 3, 2025▶ 45:25AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
AssertionNot checkable as stated
Walsher: Lovable reached $60M ARR in two quarters
“Lovable, which allows people to create prototypes and web apps through a series of prompts, has gone zero to sixty million dollars of ARR in the last two quarters.”
David WalsherJul 3, 2025▶ 8:03AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
AssertionNot checkable as stated
Walsher: Windsurf recently reached $100M in ARR
“Windsurf, which is rumored to have sold to OpenAI Hit a hundred million dollars of ARR quite recently.”
David WalsherJul 3, 2025▶ 9:26AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
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