Cursor

“A lot of the biggest successes so far with AI native companies function in B to B spaces, but sell as though they're B to C companies like cursor can be bought by any dev.”

“I would say, like two quarters, two-ish quarters, I would say. It was quick. It was, I mean, again, like, look, don't compare us to cursor, right? I mean, that's a, Different. Yeah, these days Quake has taken on a whole new meaning, but. Like, think about it. …”

“And so, MCP enables the second kind of integrations, which is like you could turn any sort of smart software into an extensible thing so that as a user, you could say, hey, I want my specific software like cursor to connect with Jira, right? Because Jira is wh…”

“Over the course of a week, they migrated everything that they had, and their first bill was 95% smaller. Then there's six figure bill that they had before, right? So they went from a six figure bill to a four figure bill.”

“We reached a million in ARR about a year after we launched, but we had more customers then than just a cursor. We also had Notion and a bunch of other customers.”

“And at this time, like that, that workload was like, was bigger than Cursor.”

“There was this viral thread about how Twitter or how Cursor doesn't have PMs. And I think Linear also said something similar. And people are like, yeah, we should have PMs. And That actually makes sense, but you have to really think about for whom it makes sen…”

“Everyone in the Valley or really any tech company at this point is now using Maybe previously cursor increasingly clod or whatever the mechanism is right to no longer write any code manually, but we're not hiring fewer developers. We're hiring way more.”