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Cursor has spent its entire existence competing with every major AI lab and incumbent in the toughest market in tech—and has continued to win. So much so that Elon Musk bought them for $60 billion to help SpaceX win the AI race. They've done this by building one of...

239,536 views • 1 month ago •via X (Twitter)

28 Comments

Lenny Rachitsky's profile picture
Lenny Rachitsky1 month ago

Also available on: • YouTube: • Spotify: • Apple: Thank you to our wonderful sponsors @WorkOS and @Mercury for supporting the podcast: 🏆 @WorkOS — Make your app Enterprise Ready, with SSO, SCIM, RBAC, and more: 🏆 @Mercury — Radically different banking, now with Command:

Adam Ward's profile picture
Adam Ward1 month ago

@elonmusk Thank you for having me @lennysan!

Lenny Rachitsky's profile picture
Lenny Rachitsky1 month ago

@elonmusk Thank you for dropping so much alpha 🔥

Lenny Rachitsky's profile picture
Lenny Rachitsky1 month ago

Big thanks to @zebriez for suggesting some great tidbits for this conversation

Julley Thai's profile picture
Julley Thai1 month ago

@elonmusk honestly cursor just feels like magic compared to the old vsc setup ngl

Ajit Banerjee's profile picture
Ajit Banerjee1 month ago

@elonmusk "work trials are the highest predictor of success" We @TheSageOx agree

Ricardo Guia's profile picture
Ricardo Guia1 month ago

@elonmusk @lennysan one more talking about system thinking as you point it out! You probably will get a record streak

Lenny Rachitsky's profile picture
Lenny Rachitsky1 month ago

@elonmusk Indeed!!

Shreyans Bhansali's profile picture
Shreyans Bhansali1 month ago

@elonmusk recruiting top 1% people is one thing. Building an environment where they don't slowly become a normal company is the real trick.

BekahHW's profile picture
BekahHW1 month ago

@elonmusk Listened to this on my way into Pittsburgh this morning and was delighted to hear @wardadamp is from Pittsburgh! Very thoughtful episode. Thanks for sharing.

Anay Sharma's profile picture
Anay Sharma1 month ago

@elonmusk Cursor is pretty good at executing instructions that's one thing I'd say...

Dan Wahlin's profile picture
Dan Wahlin1 month ago

@elonmusk Great interview @lennysan! Appreciate all of your insights @wardadamp. Lots of great comments and insights but the #1 standout to me was, "I'm an optimist". With all of the changes going on these days across tech that's the only way to operate. 😀

Don · fireply.ai's profile picture
Don · fireply.ai1 month ago

@elonmusk tale of two cities talent market matches what I saw growth hacking, top tier gets ten offers, everyone else gets ghosted

EconMike's profile picture
EconMike1 month ago

@elonmusk High talent density rewrites incentives. The best cluster and compound. Traditional funnels produce average. Filling the toolbox with only the best tools. Households absorb the lasting cost of every weak hire.

Annie Gherini's profile picture
Annie Gherini1 month ago

@elonmusk @wardadamp is a legend. Great interview.

akyun's profile picture
akyun1 month ago

@elonmusk The recruiting practices in your interview with Adam are forward-thinking. It’s being widely shared across Japan’s startup community and having a very positive impact. My team is taking the same approach. Thanks for sharing this valuable interview!

Robert Ayala's profile picture
Robert Ayala1 month ago

@elonmusk Super interesting conversation. I liked @wardadamp idea of transforming interview process form a one way experience into a 2 way one. It’s the greenest flag to flex org culture. Also the idea of accountability of the final hiring decision maker is really good.

PremiChart's profile picture
PremiChart1 month ago

@elonmusk And they will continue to win with one of the best entrepreneurs now at the captain seat of the ship.

dhinna ship .ico's profile picture
dhinna ship .ico1 month ago

@elonmusk Cursor won by owning the full edit loop on top of external models

Gina Kimiza Tan's profile picture
Gina Kimiza Tan1 month ago

@elonmusk $60B is what makes "one of the most talent-dense teams in history" concrete instead of a slogan. Talent density is the rare advantage an incumbent cannot simply outspend, which is why it survives a market this crowded.

FirmlyMedia's profile picture
FirmlyMedia1 month ago

@elonmusk The interesting lesson is that talent density isn't created by hiring more people. It's created by making the average person in the room unusually good.

Crescitaly's profile picture
Crescitaly1 month ago

@elonmusk Competition changes when distribution joins product quality as the moat.

aitization 𝕏 's profile picture
aitization 𝕏 1 month ago

@elonmusk dm me

Oleg Shulga's profile picture
Oleg Shulga1 month ago

@elonmusk The lesson is not just “build better.” It is to create an adoption loop so strong that a giant values your distribution and talent more than crushing you. Talent density plus ruthless product focus can still beat scale.

himvaan's profile picture
himvaan1 month ago

@elonmusk Thanks much Lenny

Genius💡💹🧲 🤖's profile picture
Genius💡💹🧲 🤖1 month ago

@elonmusk Competing with giants and still winning is actually wild stuff

Mustafa Mustansir's profile picture
Mustafa Mustansir1 month ago

@elonmusk $60B for a coding tool isn't a bet on Cursor. It's a bet that whoever controls developer workflow controls the AI supply chain. The race isn't for the best model. It's for where developers spend their hours.

DeDi's profile picture
DeDi1 month ago

@elonmusk 在巨头夹缝里做到被 600 亿收购,Cursor 的路数值得研究

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