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Michael Truell in 2025 on Cursor's trajectory: "Eventually in the future, we want to touch the model side of things... that's actually been a really important product lever for us." "I do think we're gonna need to be a multi-product company going into the future." "There's a whole AI...

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a16z

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50,763 просмотров • 11 дней назад •via X (Twitter)

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"We are in a market that's had an iPod moment, and it's gonna have an iPhone moment, and another iPhone moment." Michael Truell on why AI coding is nowhere near finished: "Despite the headlines, despite how much demand there is in this market, it's so far away from being automated." "It's really easy at an executive level to underestimate just how far away we are from the limit of automating software. There's a really long, messy middle." "There are definitely more in the future, and we've tried to build a company that can continually build those things." Michael Truell w/ martin_casado, a16z Runtime 2025
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"We are in a market that's had an iPod moment, and it's gonna have an iPhone moment, and another iPhone moment." Michael Truell on why AI coding is nowhere near finished: "Despite the headlines, despite how much demand there is in this market, it's so far away from being automated." "It's really easy at an executive level to underestimate just how far away we are from the limit of automating software. There's a really long, messy middle." "There are definitely more in the future, and we've tried to build a company that can continually build those things." Michael Truell w/ martin_casado, a16z Runtime 2025

a16z

58,507 просмотров • 11 дней назад

Michael Truell says we're still early in automating software: "It's really easy at an executive level to underestimate just how far away we are from the limit of automating software." "I think that there's a really, really long way to go. There's a really long, messy middle." "We are in a market that's had an iPod moment, and it's going to have an iPhone moment and another iPhone moment. And I think that there have been a couple of those so far. I think that there are definitely more in the future." Michael Truell with martin_casado
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Michael Truell says we're still early in automating software: "It's really easy at an executive level to underestimate just how far away we are from the limit of automating software." "I think that there's a really, really long way to go. There's a really long, messy middle." "We are in a market that's had an iPod moment, and it's going to have an iPhone moment and another iPhone moment. And I think that there have been a couple of those so far. I think that there are definitely more in the future." Michael Truell with martin_casado

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Cursor CEO Michael Truell: Programming in the future might not mean programming with an AI helper, but in a new language entirely. "There is a future version of the world where the way you interact with AI is a little bit less like it's a human helper that you're delegating work to... and instead, it's a little bit more of an advance in compiler or interpreter technology." "It can lead you to a world where programming languages actually change. They can start to be a little bit more about what you want and a little bit less about how you do it." "There is a world where direct manipulation of the UI starts to play a little bit more into it." Michael Truell with Patrick Collison
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Cursor CEO Michael Truell: Programming in the future might not mean programming with an AI helper, but in a new language entirely. "There is a future version of the world where the way you interact with AI is a little bit less like it's a human helper that you're delegating work to... and instead, it's a little bit more of an advance in compiler or interpreter technology." "It can lead you to a world where programming languages actually change. They can start to be a little bit more about what you want and a little bit less about how you do it." "There is a world where direct manipulation of the UI starts to play a little bit more into it." Michael Truell with Patrick Collison

a16z

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Martin Casado says Cursor's founders spend 30-40% of their time on hiring and culture, and that focus is how they iterate so fast: "A lot of these AI companies that I work with are so research-heavy. If you're not working on a new model architecture, it's kind of hard to actually interest the core teams." "They always kept the main thing the main thing, which is changing how you write software. They believed fundamentally it was a product problem... The model's very, very important, but it was a product problem." "There's actually not a lot of companies that are actually focused on product... There's a lot of research companies... But they were like, 'We are a product company.' And I think that's actually a key differentiator in this era." martin_casado w/ sophia dew and Theo Jaffee on MTS
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Martin Casado says Cursor's founders spend 30-40% of their time on hiring and culture, and that focus is how they iterate so fast: "A lot of these AI companies that I work with are so research-heavy. If you're not working on a new model architecture, it's kind of hard to actually interest the core teams." "They always kept the main thing the main thing, which is changing how you write software. They believed fundamentally it was a product problem... The model's very, very important, but it was a product problem." "There's actually not a lot of companies that are actually focused on product... There's a lot of research companies... But they were like, 'We are a product company.' And I think that's actually a key differentiator in this era." martin_casado w/ sophia dew and Theo Jaffee on MTS

a16z

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Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸
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Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸

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Marc Andreessen says the US is in a foot race with China in AI, and the next phase will be fought in robotics, not code. "This is a full on race. It's a foot race. It's a game of inches. We're not going to have a five year lead. We're going to have maybe a six month lead. We have to run fast. We have to win. We can't put constraints on our companies that the Chinese government isn't putting on their own companies." "Even if they never quite catch us in software, they might just lap us in hardware and that'll be that. The good news is I think there's a growing awareness... across the political spectrum in the US that de-industrialization went too far. And there's a growing desire to figure out how to reverse that." "I say I'm guardedly optimistic that we'll be making progress on that, but I think there's a lot of work to be done." Marc Andreessen 🇺🇸
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Marc Andreessen says the US is in a foot race with China in AI, and the next phase will be fought in robotics, not code. "This is a full on race. It's a foot race. It's a game of inches. We're not going to have a five year lead. We're going to have maybe a six month lead. We have to run fast. We have to win. We can't put constraints on our companies that the Chinese government isn't putting on their own companies." "Even if they never quite catch us in software, they might just lap us in hardware and that'll be that. The good news is I think there's a growing awareness... across the political spectrum in the US that de-industrialization went too far. And there's a growing desire to figure out how to reverse that." "I say I'm guardedly optimistic that we'll be making progress on that, but I think there's a lot of work to be done." Marc Andreessen 🇺🇸

a16z

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Elon Musk: Do we want to be in many worlds, or forever confined to Earth? “There are so many things to worry about, so many things to be concerned about. There are many troubles in the world, of course, and these are important, and we need to solve them. But we also need things that make us excited to be alive, that make us glad to wake up in the morning and be fired up about the future and think the future is going to be great. Space exploration is one of those things. Becoming a space-faring civilization, being out there among the stars, this is one of the things that I know makes me glad to be alive. I think it makes many people glad to be alive. It's one of the best things. Really, we're faced with a choice: Which future do you want? Do you want a future where we become a space-faring civilization and are in many worlds and are out there among the stars, or one where we are forever confined to Earth? I say it is the first. And I hope you agree with me.” Starship Update, September 2019
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Elon Musk: Do we want to be in many worlds, or forever confined to Earth? “There are so many things to worry about, so many things to be concerned about. There are many troubles in the world, of course, and these are important, and we need to solve them. But we also need things that make us excited to be alive, that make us glad to wake up in the morning and be fired up about the future and think the future is going to be great. Space exploration is one of those things. Becoming a space-faring civilization, being out there among the stars, this is one of the things that I know makes me glad to be alive. I think it makes many people glad to be alive. It's one of the best things. Really, we're faced with a choice: Which future do you want? Do you want a future where we become a space-faring civilization and are in many worlds and are out there among the stars, or one where we are forever confined to Earth? I say it is the first. And I hope you agree with me.” Starship Update, September 2019

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We need AI to work. Marc Andreessen on why AI is arriving at a moment of economic and demographic pressure: "Productivity growth for the last 50 years has actually been very low, not very high." "So statistically, in the US, in the west, technology progress in the economy ... has actually slowed way down." "Many countries around the world ... are actually going to depopulate over the next century." "We actually need AI to work in order to get productivity growth up... We actually need AI to work because we’re going to need machines to do all the jobs that we’re not going to have people to do." Marc Andreessen 🇺🇸 on Lenny's Podcast with Lenny Rachitsky
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We need AI to work. Marc Andreessen on why AI is arriving at a moment of economic and demographic pressure: "Productivity growth for the last 50 years has actually been very low, not very high." "So statistically, in the US, in the west, technology progress in the economy ... has actually slowed way down." "Many countries around the world ... are actually going to depopulate over the next century." "We actually need AI to work in order to get productivity growth up... We actually need AI to work because we’re going to need machines to do all the jobs that we’re not going to have people to do." Marc Andreessen 🇺🇸 on Lenny's Podcast with Lenny Rachitsky

a16z

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DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce
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DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce

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Sam Altman: "I think we should be more of a platform company than a product company.” “We just merged ChatGPT and Codex together. So we used to have ChatGPT, Codex, and the API. And Codex, sort of unfortunately named, but that was not just coding, it could do any kind of work, which confused people." “What I think most people want is the single interface to their own personal or their company's AGI that can kind of help them with whatever they need. And then the ability with an API to build anything they want on top of it. And that is the platform that we should offer to the world." “We're going to sell great AI at every point on the cost-performance curve. You want really high end AI to discover science, that's great. You want really inexpensive AI to do a massive amount of volume of work that maybe doesn't require genius level intelligence, we got you covered there too.” “I don't think we should go build every product category. I don't think we should go try to compete with all of our customers. I don't think we should try to subsume the entire economy. I think we should offer this platform and try to have 100 million new businesses and 8 billion people use it in all kinds of new ways."
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Sam Altman: "I think we should be more of a platform company than a product company.” “We just merged ChatGPT and Codex together. So we used to have ChatGPT, Codex, and the API. And Codex, sort of unfortunately named, but that was not just coding, it could do any kind of work, which confused people." “What I think most people want is the single interface to their own personal or their company's AGI that can kind of help them with whatever they need. And then the ability with an API to build anything they want on top of it. And that is the platform that we should offer to the world." “We're going to sell great AI at every point on the cost-performance curve. You want really high end AI to discover science, that's great. You want really inexpensive AI to do a massive amount of volume of work that maybe doesn't require genius level intelligence, we got you covered there too.” “I don't think we should go build every product category. I don't think we should go try to compete with all of our customers. I don't think we should try to subsume the entire economy. I think we should offer this platform and try to have 100 million new businesses and 8 billion people use it in all kinds of new ways."

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Riccardo Calafiori on the nine players still to return after extended breaks: "Yeah, I think it's going to be a tricky start of the season because of that. All the big teams are going to have this problem and of course we're still waiting for them. I hope they're going to be really informed and ready to help us. In ten days we're ready to play in the final, so we need to be ready."
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Riccardo Calafiori on the nine players still to return after extended breaks: "Yeah, I think it's going to be a tricky start of the season because of that. All the big teams are going to have this problem and of course we're still waiting for them. I hope they're going to be really informed and ready to help us. In ten days we're ready to play in the final, so we need to be ready."

Connor Humm

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Cursor CEO Michael Truell on the future of writing code: "Our goal with Cursor is to invent a new type of programming." "It looks like a world where you have a representation of the logic of your software that does look more like English." "You can imagine kind of an evolution of programming language towards pseudocode. You have written down the logic of the software, and you can edit that at a high level." "It won't be the impenetrable millions of lines of code, it'll instead be something that's much terser and easier to understand and easier to navigate." Michael Truell with Lenny Rachitsky on Lenny's Podcast
2:50

Cursor CEO Michael Truell on the future of writing code: "Our goal with Cursor is to invent a new type of programming." "It looks like a world where you have a representation of the logic of your software that does look more like English." "You can imagine kind of an evolution of programming language towards pseudocode. You have written down the logic of the software, and you can edit that at a high level." "It won't be the impenetrable millions of lines of code, it'll instead be something that's much terser and easier to understand and easier to navigate." Michael Truell with Lenny Rachitsky on Lenny's Podcast

a16z

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Cursor CEO Michael Truell on the future of writing code: “ Our goal with Cursor is to invent a new type of programming.” “It looks like a world where you have a representation of the logic of your software that does look more like English.” “You can imagine kind of an evolution of programming language towards pseudocode. You have written down the logic of the software, and you can edit that at a high level.” “It won't be the impenetrable millions of lines of code, it'll instead be something that's much terser and easier to understand and easier to navigate.” Source: Michael Truell (CEO Cursor) with Lenny Rachitsky on Lenny's Podcast
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Cursor CEO Michael Truell on the future of writing code: “ Our goal with Cursor is to invent a new type of programming.” “It looks like a world where you have a representation of the logic of your software that does look more like English.” “You can imagine kind of an evolution of programming language towards pseudocode. You have written down the logic of the software, and you can edit that at a high level.” “It won't be the impenetrable millions of lines of code, it'll instead be something that's much terser and easier to understand and easier to navigate.” Source: Michael Truell (CEO Cursor) with Lenny Rachitsky on Lenny's Podcast

a16z

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"Not having a coding experience is becoming an advantage." Replit CEO Amjad Masad: "You don't need any development experience. You need grit. You need to be a fast learner." "If you're a good gamer, if you can jump in a game and figure it out really quickly, you're really good at this." "Coders get lost in the details." "Product people, people who are focused on solving a problem, on making money, they're going to be focused on marketing, they're going to be focused on user interface, they're going to be focused on all the right things." "I think this year it's gonna flip, and I think not having a coding background is gonna be more advantageous for the entrepreneur." Amjad Masad with
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"Not having a coding experience is becoming an advantage." Replit CEO Amjad Masad: "You don't need any development experience. You need grit. You need to be a fast learner." "If you're a good gamer, if you can jump in a game and figure it out really quickly, you're really good at this." "Coders get lost in the details." "Product people, people who are focused on solving a problem, on making money, they're going to be focused on marketing, they're going to be focused on user interface, they're going to be focused on all the right things." "I think this year it's gonna flip, and I think not having a coding background is gonna be more advantageous for the entrepreneur." Amjad Masad with

a16z

2,569,631 просмотров • 5 месяцев назад

🇺🇸🇫🇷 TRUMP TO MACRON: "I AM WITH ISRAEL - WE HAVE TO GET THE HOSTAGES BACK AND WE WANT TO GET THE WAR OVER" Macron: "The day after in Gaza to stabilize the land and we need a political perspective and this is why we took this decision of the recognition." Trump: "Well I have to say that I'm on the side of Israel. I've been on the side of Israel really my whole life and we are going to get a solution that is gonna be a solution hopefully that's good for everybody. And we just have to get this off we have to get the hostages back we want to get the war over." Source: Disclose.tv
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🇺🇸🇫🇷 TRUMP TO MACRON: "I AM WITH ISRAEL - WE HAVE TO GET THE HOSTAGES BACK AND WE WANT TO GET THE WAR OVER" Macron: "The day after in Gaza to stabilize the land and we need a political perspective and this is why we took this decision of the recognition." Trump: "Well I have to say that I'm on the side of Israel. I've been on the side of Israel really my whole life and we are going to get a solution that is gonna be a solution hopefully that's good for everybody. And we just have to get this off we have to get the hostages back we want to get the war over." Source: Disclose.tv

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a16z GP David George: "You need to adapt to the AI era or die. "On the front end, you need to incorporate AI into your product natively, and not just attach a chatbot app into your existing workflow." "Reimagine what it can mean with AI and be aggressive about disrupting yourself and changing." "And then on the back end... you need to be fully rolled out with the latest coding models for all of your developers." David George Jen Kha
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a16z GP David George: "You need to adapt to the AI era or die. "On the front end, you need to incorporate AI into your product natively, and not just attach a chatbot app into your existing workflow." "Reimagine what it can mean with AI and be aggressive about disrupting yourself and changing." "And then on the back end... you need to be fully rolled out with the latest coding models for all of your developers." David George Jen Kha

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Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”
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Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”

X Freeze

29,610 просмотров • 14 дней назад

Jensen Huang on the future of coding: “Every engineer is going to have 100 agents.” Jensen: “Everything that's too big, too heavy, takes too long, those ideas are all gone.” Chamath: “You're reduced to creativity. Like, what can you come up with?” Jensen: “Exactly.” “Now the question is, how do you work with these agents?” “Well, it's just a new way of doing computer programming.” “In the past, we code.” “In the future, we're going to write ideas, architectures, specifications. We're going to organize teams. We're going to help them define how to evaluate the definition of good versus bad. What does it look like when something is a great outcome? How to iterate with you, how to brainstorm.” “That's really what you're looking for.”
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Jensen Huang on the future of coding: “Every engineer is going to have 100 agents.” Jensen: “Everything that's too big, too heavy, takes too long, those ideas are all gone.” Chamath: “You're reduced to creativity. Like, what can you come up with?” Jensen: “Exactly.” “Now the question is, how do you work with these agents?” “Well, it's just a new way of doing computer programming.” “In the past, we code.” “In the future, we're going to write ideas, architectures, specifications. We're going to organize teams. We're going to help them define how to evaluate the definition of good versus bad. What does it look like when something is a great outcome? How to iterate with you, how to brainstorm.” “That's really what you're looking for.”

The All-In Podcast

90,346 просмотров • 5 месяцев назад