Cursor

“Their latest valuation is four hundred million dollars.”

“They're at a ten million dollar run rate, I believe, or I don't know if it was run rate or that's actually what they did in revenue, but yeah, it's tiny compared to the valuation.”

“Using tools like Cursor, Replit, Windsurf, which are more technical, You know, developers today are using those products and they're 10 X developers. It's just so much faster.”

“Cursor and windsurf are, For more technical people, I would say. Lovable and Bolt are for non-technical people who want to ship software.”

“I mean, today you might have, like, call it, thirty million developers. That's the number that Stripe always quotes. Maybe that actually will expand to like 50 to a hundred million developers. ... And then on top of that, like it would be perfectly rational fo…”

“I did and actually I was introduced to them by Peter Fenton from Benchmark”

“If you're an entrepreneur, like forget building a GPT wrapper, build an alpha fold wrapper. I think you could build multi-billion dollar, like what Cursor did. Cursor basically said, they didn't make the model. They were like, we'll take Claude, but we'll just…”

“Think of it as like you're hiring Cursor or Cloud Code or Codex to be the engineer you delegate things to.”