Dan Shipper: uncertainty

Transcript context

…So, I think this is a huge deal. So, what you're describing here is more and more work that we do, more and more professional work, is it just going to happen within Codex or Claude Code? Where does Cursor fit into this? Is there potential there? That's a good question. I think that Cursor sees a lot of the same stuff, and in some ways they have some of the same stuff but it's better. I think that Cursor's cloud implementation is better than either OpenAIs or Anthropics and is more advanced, and I think that Cursor has at least so far more distinctly chosen a lane. They're more distinctly choosing to be for programmers, and that may limit how far they get in here. I think the definition programmer is expanding enough that they'll have a big market, but I don't know that they're going to jump into like, "Okay, use this to make a slide deck," or whatever. But it is really clear that every model company is starting to realize how important it is to have a harness to get the most out of the model. And so, where all the platforms are moving is to a world where you're not just doing prompt and response. When you call the model on the OpenAI platform, the Anthropic platform, they're literally running the model on a computer that is in the cloud that they run and then giving you the result out of it. And they know that in order to get the best results of the model they need to offer that. And so, you see Anthropic's got cloud managed agents. OpenAI does not have a response yet, but I assume that that's going to happen. And now Cursor was just essentially acquired by SpaceX. It's not like a full acquisition, but it's close. So, I think people are starting to realize I can't just do the model part of it, I have to have this harness above it. And I think the ultimate form of that harness is like I can do any kind of knowledge work. Cursor itself feels like one of the things that it's going to be a hard decision for them whether to stay just for coders or not. So, if people building products that aren't OpenAI or Anthropic, if this proves to be true, the prediction here is they're going to be using your product over time inside of one of these agents. Is there something you would do if you were one of those companies to prepare for that future?…

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