Cursor

“I think the third area where the revenue ramp is happening is coding agents, which is cursor and lovable. I can tell you everything else is slow, which is to get to zero to a hundred, it ain't happening in one year. So it's hardware. Models, and these coding o…”

“That's what is happening in hardware companies. They're ramping even faster than lovables and cursors.”

“The people who almost hold the model weights in their brains because they've been brought up thinking about AI natively are really, really good at the creative thinking and experiments and hypothesis testing that is necessary to push the performance of these m…”

“I think we're in this moment where reinforcement learning, as you mentioned, is this new lever, but we've seen it make its way into very few new software products. I think few products in the labs rumor has it some of the coding companies like cursor have done…”

“I think when we invested, there were a couple tens of thousands of users and you know, low single digits, million air are fast forward to today. I don't think the company publicly publishes revenue, but call it on the Many, many hundreds of millions of run rat…”

“Myself and my partner, Miles spent the next year trying to see how we could ultimately partner with them. And fast forward to May of 20, 24, we finally convinced them that we were the right sorts of people to bring onto the cap table.”

“This belief that the LLMs are gonna eat up every possible business, I just, I don't think is true. It's, I mean, cursor flies in the face of that.”

“We were investors in cursor at the time, but we certainly saw a lot of, you know, cursor as a choke point for downstream workflow creation and downstream tool recommendation. That probably emboldened us to make our second investment in cursor.”

“Like, for coding agents, ok, you have Cloud Code, you have Codex, there is a Grok build, many options. Cursor has other options available. So what you find is, in those scenarios, you almost always use See or hear close models, not open source models. Propriet…”

“We saw this, like, small business, like, lawn care chain sign up, and, you know, we're like, what do they do with the API? And a lot of these small businesses are automating parts of their back office using Lovable, or Cloud Code, or Cursor, or whatever, Repli…”