Mathew: AI models are the new distribution channel, favoring best developer UX
Arun Mathew · Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea · Jul 6, 2026 · at 30:35
Arun Mathew, partner at Accel, explains how AI coding tools act as kingmakers recommending downstream developer infrastructure like Supabase and Vercel.
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“In this era it's AI optimization. And so these products are now the distribution mechanism for all the downstream products and services that you can use. And they tend to prioritize the tools that have the best developer and user experience.”
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“So we can take Supabase, for example, which is the backend database to a lot of agent workflows and agent applications. That's growing 350% at hundreds of million dollars of scale, and they have virtually no salespeople. It's all inbound.”