Cursor

“It's okay if you're a rapper on GPT, because you want to establish customer value first. If you have established customer, if you are getting customers, everything else will follow, right?”

“If I have to hire an entry level analyst or an engineer or a designer, I will think twice. Because investing in these tools, whether it is Vercel or Windsurf or Cursor, I will be thinking twice, okay, do I need an entry level software engineer? Do I need an en…”

“If you don't create enough of a deep expertise in a certain area, you know, ChatGPT, Anthropic, they are going to cut into you, which you are seeing probably with coding agents, you know, Windsurf and Cursor. Clearly they have grown very fast, but I expect Cha…”

“What I heard is the five hundred million of ARR needs about six hundred million of investment from the LLM company they have to pay, which also requires hosting costs from Amazon and the hyperscalers of seven hundred million, and that needs chips worth eight h…”

“There's a new class of these applications called harnesses, which are becoming very popular, so look at ClaudeCode, Cursor. They're essentially harnesses in a way that they're applications, but they help you use the underlying models a lot better.”

“The two agents in the world right now which are, like, truly the most powerful is the cloud code and the cursor. Those agents are amazingly, insanely good.”

“Even in my current company all our systems data, like Salesforce, HubSpot, and everything even Gong data, we actually put into BigQuery, you know, every data, and then we have we have cursor sitting on top of BigQuery, and if anything I want, I just ask cursor…”

“My company used to have around 83% of the company engineers were cursor, today it is like less than single digit.”

“Cursor Codex by OpenAI and Copilot by Microsoft, they have all sold to the enterprises. But developers are not using them.”

“As cloud code comes in, as cursor comes in, like we're all feeling this already at all of our companies. Just the pace of development is, you know, five X, 10 X.”

“A company comes to mind called Koala that we invested in repeat founders, I believe, on a segment that was a pretty expensive deal for us to get into. They were doing well, they raised a series A, and then they actually got acquired by Cursor, and we got Curso…”