Cursor

“There is, and there was, and is a large number of people They've been downloading cursor that are not developers because it let them meaningfully dip their toes into kind of like clicking accept change from the AI.”

“Encoding, it seems like it's consolidated into two or three players. You know, maybe that's Cursor, Codium, Cognition, and then Microsoft, Microsoft's like Copilot, right? But there aren't probably like two dozen companies that are all still competing there.”

“So we love our partners like cursor and GitHub who have been using our models quite heavily, but the amount and the speed that we learn is much less if we don't have a direct relationship with our coding users. So launching cloud code was really essential for …”

“Interpretability is still a nascent field and you could very easily see ways where You plug a model into a cursor or windsurf and you generate a piece of code. And then two years down the road, it turns out that code had a little if statement saying, if I'm ru…”

“I think it is, like, reasonably well known that the cursor team, like, they make their decisions actually very instinctively versus spending a lot of time talking to users”

“When they grow up, they're going to take over more and more of our tasks. And allow the repetitive task to go away so you can apply yourself to new unique problems. But I think there's a long time coming.”

“If you had built something where it's like all this does is like check that your Python code doesn't have bugs, which you could have done better with 3.5, like you wouldn't have built something like cursor. And the intuition was just these models can help you …”

“We are using, we use cursor here, and we use cursor pervasively here. Every engineer uses it”

“Cursor, their margins are great. Claude's margins are great. For the enterprise use of OpenAI, their margins are great.”