Michael Truell, CEO of Cursor, discusses the company's rapid growth, emphasizing a strategy of deliberate focus on power users over broad democratization. He shares insights into their unique two-day work trials that test for agency, the technical and relational challenges of out-scaling cloud and API providers, and a talent-first approach to M&A, all while navigating a market poised for its next 'iPhone moment'.
a16z's Anish Acharya and Kevin Rose discuss how AI is fueling a renaissance in consumer technology. They explore the rise of emotional interfaces and AI companions, the importance of backing 'weird and working' founders, and how the modern AI development stack empowers solo creators to build, prototype, and launch products with unprecedented speed and craftsmanship.
Michael Truell, co-founder of Cursor, shares the journey of building an AI-first code editor that grew to $100M ARR in a year. He discusses the crucial pivot from failed startup ideas, the conviction required to compete with GitHub Copilot, and the lessons learned in product development, model strategy, and the future of programming in a world where software development will increasingly flow through models.
Paul van der Boor and Bruce Martens from Prosus discuss the real bottlenecks in AI agent development, arguing that the primary challenges are not tools, but rather evaluation, data quality, and feedback loops. They detail their 'buy-first' philosophy, the practical reasons they often build in-house, and how new coding agents like Devon and Cursor are changing their development workflows.