Aparna Chennapragada: belief

Transcript context

…Okay, so speaking of zero-to-one products, I'm going to take us to a occasional segment on this podcast that I call Hot Seat Corner. And I have a question for you that is on my mind and it's come up in a couple recent podcasts actually. So there's these companies like Cursor, VZero, Lovable, Bolt, Replit that are the fastest growing company's history. I just saw that Cursor hit 300 million ARR in two years. Interestingly, you guys were very well positioned to do really well in this space, this AI coding tool space. You guys had Copilot, the first tool in the world at this stuff, so ahead of everyone. You build VS Code, which is what all these companies are forking to build on. You have incredible AI infrastructure, incredible AI talent. So this could have been your market. What happened? What happened, Aparna? It's interesting, the framing... So I'm a dead user of GitHub Copilot, and I would say, "Look, if you unpack... " I think the beauty of this is that code generation has become an amazing tool that LLMs have unlocked. So it is actually really good excitement and action that now code generation has just opened up all of these things that... We talked about the whole idea of prototyping, goes from idea to marks and idea to a clickable prototype in a few minutes. Those are the kinds of things that, of course, we should expect code generation to enable. The way I think about how we are positioned and what we do with GitHub is... So it's a system, not just a product or a set of features. If I think about GitHub, it's for folks who have the repo there and you have... Of course, you have the assistance in terms of autocomplete and you can chat, but now we have the agent board. It's one of the fastest loops that we are seeing, really strong positive feedback. So in some sense, when you have a system, what you are looking for in terms of building and designing it is not just a single product that can grow, but what is the repository? What is your context? What are the set of features that grow from your expertise? If you're a really expert coder, you want the assistance this product needs to scale for that. If you're a wide coder, you should still be able to do that and so on. So that I think is the way that GitHub is positioned to build on and growing honestly really well. That's so interesting. So the core of this is everyone ends up in GitHub anyway, no matter what tool they use and that's kind of the-…

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