Speaker unverified: observation

Transcript context

…It's how YouTubers talk to each other. Well, everything kills everything else. Totally. But what blew my mind was that there was any comparison because it's like cursor is a, is a local IDE product. But when, when we actually kind of dug into it and we, and we have people that are using our product saying this, I'm not using cursor. And I was like, what? And it turns out there are hundreds of thousands of people that we have seen that we're using cursor and we're trying to build apps with that where they're not traditional software does, but we're heavily leaning on the AI. And as you can imagine, it is very complicated, right? To do that with cursor. So when Bolt came out, they're like, wow, this thing's amazing because it kind of inverts the complexity where it's like, you know, it's not an IDE, it's, it's a, it's a chat-based sort of interface that we have. So that's kind of the split, which is rather interesting. We've had like the first startups now launch off of Bolt entirely where this, you know, tomorrow I'm doing a live stream with this guy named Paul, who he's built an entire CRM using this thing and you know, with backend, et cetera. And people have made their first money on the internet period, you know, launching this with Stripe or whatever have you. So that's, that's kind of the two main, the two main categories of folks that we see using Bolt though. I agree that I don't understand the comparison. It doesn't make sense to me. I think like we have like two type of families of tools. One is like we re-imagine the software development. I think Bolt is there and I think like a cursor is more like a evolution of what we already have. It's like taking the IDE and it's, it's amazing and it's okay, let's, let's adapt the IDE to an era where LLMs can do a lot for us. And Bolt is more like, okay, let's rethink everything totally. And I think we see a few tools there, like maybe Vercel, Veo and maybe Repl.it in that area. And then in the area of let's expedite, let's change, let's, let's progress with what we already have. You can see Cursor and Kodo, but we're different between ourselves, Cursor and Kodo, but definitely I think that comparison doesn't make sense. And just to set the context, this is not a Twitter demo. You've made 4 million of revenue in four weeks. So this is, this is actually working, you know, it's not a, what, what do you think that is? Like, there's been so many people demoing coding agents on Twitter and then it doesn't really work. And then you guys were just like, here you go, it's live, go use it, pay us for it. You know, is there anything in the development that was like interesting and maybe how that compares to building your own agents?…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.