Peter Deng: belief

Transcript context

…What I'm hearing here is also if you don't have proprietary data or unique data, you can still have a chance by building this flywheel where you collect that data through your usage. For example, Windsurf, if they all built on Claude 3.5 and then now they have all this unique data and now they're launching their models. That's exactly right. This goes back to something I might've mentioned briefly, but you got to have grit when you're building anything. You got to be able to have that vision, have that clear direction, and be able to really go chase that. I think that's really important. To make your example of distribution being overcomable, a great example I think a lot about, and we had CPO, turns out there's many CPOs at Microsoft, I didn't realize how many CPOs they had, and I asked her about, "Why didn't Copilot..." The fastest growing companies in the world, Cursor, Windsurf, Lovable, Bolt, all these guys. Copilot was so ahead of these companies and these companies broke through. While Microsoft has distribution, amazing talent, infrastructure, all the things, early first mover advantage and it's to your point, they were just building products that were much better, Cursor, Windsurf, all these, Lovable, Bolt.…

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