Evidence receipt / belief
Published · transcript-backedMichael Truell: belief
1 May 2025 Lenny's Podcast The rise of Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell (co-founder and CEO)
“I think the important thing to note is, if you're in a space where you run out of useful things to do very quickly, then that's not a great situation to be in.”
Source trail
Everything needed to verify it.
- Speaker
- Michael Truell
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 1 May 2025
- Publisher
- Lenny's Podcast
Transcript context
…So what I'm hearing, this sounds like a lot more like a consumer sort of moat, where it's just, be the best thing consistently so that people stick with you versus creating lock-in and things like that, where they're just... Like Salesforce, where it's just contracts with the entire company, and you have to use this product. Yeah. I think the important thing to note is, if you're in a space where you run out of useful things to do very quickly, then that's not a great situation to be in. But if you're in a place where big investments, and having more and more great people working on the right path can keep giving you value, then you can get these economies of scale of R&D, and you can deeply work on the technology in the right direction, and get to a place where that is defensible. But yes, it is... I think there's a consumer-like tendency to it, and I really think it's just about building the best thing possible. Do you think in the future there's one winner in this space, or do you think it's going to be a world of a number of products like this?…
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