Cursor

…So last year In May, um, OpenAI released Codex and then Google immediately came out with Google Jewels and Cursor introduced background agents.…

…so that they can get to work?" And as you kind of hinted at, like, it's a crazy time to be doing this because the inner loop, where all that code generation is happening with Claude and Cursor and Copilot...…

…People using Cursor and Copilot - those things are increasingly agentic.…

…Roman was employee number 15 at Cursor.…

…So you think of Cursor, Lovable, Replit, you know, these companies that have grown as fast as we've ever seen, but it's a lot of individuals signing up who are, you know, sophisticated enough buyers and swiping a credit card and getting to…

…Like, people we had a incredibly fast adoption of of Copilot within the company, and then Cursor came along and then CloudCode came along, and we've continued to seeing these, like, extremely rapid adoption, not like, nothing I've seen for any other tool that we've introduced.…

…It's the code authoring part that has been accelerated with the existing set of agentic software that we have like Claude Code and Cursor and everything else.…

…Connect to Claude, Cursor, or any MCP client.…

…Connect to Claude, Cursor, or any MCP client.…

…You'll notice everyone's converging to that design because it makes sense if you open cursor today or whatever they're new cursor glass or whatever, it kind of looks like that.…

…peaker B: So thankfully for my personal projects, the $20, $25 a month subscriptions to cursor and Claude have been good enough, right?…

…peaker C: And how about you sense, uh, align with you, uh, Matias, the haha moments clearly was uh, you know, the happening of uh, Cursor, uh, and Novabel, uh, you know, a couple of years ago now where we were like, okay, so it can really replace some people, it can really make some real work.…

…So cloud code, codex, PI, cursor, GitHub, copilot, inside VS code, like all these things inside VS Code.…

…And the other thing too is pretty quickly after Chat GPT I pulled the trigger on paid Cursor uh subscriptions and then Windsurf subscriptions.…

…They're like, yeah, I can use this, or I can use Cursor, or I can, I've actually never used Cursor.…

…with this, our conversations with agent systems are currently one-on-one and we don't talk about the screaming we do at these systems to move pixels around all the kind of these, we dont, cursorily pun unintended, but we, the conversations can and working with agents can be quite bizarre, right?…

…Software Development has accelerated through the use of tools like cursor and Claude code, meaning companies are launching more features than ever.…

…We're about a year and a half ago was when Cursor came out.…

…Uh, I'm, I'm, I'm quoting now using Cursor, like, isn't that insane?…

…Experimenting with different tools like Cursor or Warp that actually allow pretty rapid code development.…

…If I'm going to take cloud code or cursor, point it to the entire of checksum backlog, at the end of the day, I will have 100 PRs ready.…

…Lindsay: now tools like Claude Code and Cursor are allowing non-technical people to actually build things.…

…I saw a post on LinkedIn before, earlier today and it was this guy using cursor and he's got like assets folder.…

…peaker A: The thing that has proven the most defensible is like, I mean, I agree with you certainly, but I'm impressed that cursor, the way OpenAI and anthropic became so big, became so scary.…

…I remember I started building my app in like September, you know, August, September last year, right? In Cursor, and it was painful, right?…

…You have cursor, have cloud call, you have codex.…

…You know, for developers it's considering like uh, the tools that you have around, you know, things like Claude Curo, Cursor Codex, that and what they've done.…

…Right? So like glean, cursor, lovable, et cetera, set records for how quickly they hit, you know, 100, $200 million in ARR.…

…And when we first started using tools like Cursor nyc, it was very specific to, like, you had to know what file the logic was in and you could go to that file.…

…I mean, think about the first time you used Cursor.…

…We'll cover the AI coding land grab, particularly Cognition, which just raised a bunch of money, and Cursor, which is potentially about to be acquired by SpaceX.…

…Um and of course people are used to other tools like cursor etc.…

…So the autonomy and people who don't want to waste their time in meetings work incredibly well in the cursor process.…

…And so, whether it's, you know, obviously MA is one aspect, but even now, as we think about partnering with these, you know, wildly ambitious AI companies, whether it's OpenAI or anthropic or cursor, we're always searching for ground truth.…

…From in the beginning, using cursor, where it's a hybrid of editor autocomplete to more full autonomous, like just chatting with the code, the agent using English.…

…We've got every single person on Zapier using cursor.…

…Look at what's happened with Cursor, look what happened with lots of other folks where they're realizing, okay, we have to kind of move away from this.…

…peaker A: It's a really interesting point because I do agree and you mentioned some companies that are on the application layer, whether that's Cursor, Windserve, Harvey, these are all these that we've heard of that have broken out and shown some level of not only scale but you know, durability and distribution.…

…Then basically around the time Cursor changed their pricing structure, so this was I think in February last year, I was using a lot of credits, but I was paying like $20 a month.…

…SpaceX is going to buy Cursor.…

…And I compared the uh few solutions uh there including clock code and codecs and also the composer from cursor and the Quality, um, it blows my mind.…

…people, because we're relatively cash constrained, into breaking it so that it's, you know, one PM type, a me, a somebody else, and two two engineers that are relatively full stack working with cursor and cloud, I think Opus four point seven.…

…And we started to see a lot of people using anthropic for like fun viral consumer stuff using things like cursor for coding.…

…Well, know, so so I I consult for Cognition, and and the cursors basically, they're they're they're two big names in in coding.…

…So the way this kind of manifests is you see everyone saying I'm uh, using Cursor or I'm using, trying to figure out how to get value out of Microsoft Copilot or whatever it is.…

…This is the first thing that I do with most of our businesses drafting off this, moving engineering teams to the CLAUDE code cursor style of development.…

…able to do this in 2026 and we probably could not have done this 10 years ago is purely AI, right? Because obviously what I skipped in my contract was the designer had Figma Make, the engineers had Cursor, and we came up with our own tool to write PR using Cloud Code, right?…

…I I think I've switched camps like many times, and yeah, I think day-to-day I switch between models, I switch between products, like I'm using cursor, I'm using cowork, I'm using clawed code, I'm using codecs, I'm also playing like Google's AI Studio.…

…It is for me to build the application and with cursor and deploy it to Heroku or right onto my iPhone, whatever the app needs to be, than it is for me to spend the afternoon hunting for potential solutions to see if I need to build my own thousand percent.…

…Worked it into a requirements document, and then through using tools like Cursor and Rep Lit and now Claude Code and Open AI Codex, you can turn them into proofs of concepts.…

…And so first started playing around with cursor maybe a year and a half ago.…

…I mean with Vicodin and cursor or lovable if you're doing something very simple, etc.…

…So we're in an interesting time right where thanks to built in gen AI models in a lot of people's favorite tools like Claude code like cursor, this means that the data scientist no longer needs to be incredible at writing accurate Python code, for example.…

…And then basically use these skills if you either use the terminal, if you use VS code or cursor or whatever.…

…Actually, the idea for Cursor was was born after a month long hackathon at MIT.…

…Right, so you're using Claude Codex, um, cursor, whatever.…

…I think, what is it, Cursor just signed a $60 billion deal as a result of being an AI rapper.…

…We were using Cursor to write some code.…

…Today I'm going to look at vibe tooling and compare GitHub Copilot, Replic, Cursor, and Lovable.…

…So what's around? The big one, there are loads, but some of them, Lovable is there, um, Antigravity is there, uh, Google AI Studio, Cursor, uh, Claude Code, Groq's got one as well.…

…We use AI coding assistance like GitHub, uh, Copilot and Cursor and many other tools that will accelerate our development work for data.…

…still have never tried Cursor which blows people's mind.…

…The really, really top ones on using Claude, on using, uh, um, chatgpt, on cowork, on, uh, cursor, on any of them, what the really good courses are, because you don't want to.…

…Musk says it draws supplemental training data from Cursor, the popular AAI coding tool, and claims early internal evaluations put its performance close to or beyond Anthropic's flagship Opus.…

…And I would argue a lot of consumer AI platforms, like, if you look at, say, perplexity and some of the other ones people have used over the years, like Cursor and stuff like that, they are subsidizing as well.…

…also acquired, I'm sorry, they didn't acquire, but they made a deal to potentially acquire a very big vibe coding tool called Cursor.…

…and miss experiences um more recently a bit more hit than miss but um we've kind of hit the limitations I think around that um and then the next natural piece for us was around like how do we use cursor and like we've seen cursor being adopted by many design teams in the industry as this kind of intermediary intermediary between like design and code and that kind of prompting environment and that kind of safe space…

…And then I think the reason for why they had a bit of uh, a valuation drop was because around the time of that deal they dropped their S1, which is the precursor to the prospectus you do.…

…look at companies like Mistral who have positioned themselves, you know, really towards uh, more enterprise and helping enterprise like build on top of their models recently we've seen, I uh, think Cursor is actually like a uh, really good use case of how you can specialize a model towards something very specific and get massive value on top of it.…

…You could use it to help you do a lot of that vibe coding in whatever vibe coding harness you know, of your choice, if you like to use cursor or Codex or Claude code.…

…I've tried Copilot and Cursor, both are good.…

…iteration, um, I have worked more as a uh, technical manager and I came up with design uh, specs of how exactly I want things to be, uh, and then used a combination of different uh tools like Gemini Cursor and it's not just one tool but a combination of different tools to do my research and then code implementation testing.…