Varun Mohan: commitment

Transcript context

…So I don't think people realize this, but apps like Windsurf, that it could actually do a lot of agentic work for you where you just tell it, "Here. I want you to do this" versus it's auto completing code for you. The big difference is you need to start it with some code base so you have this kind of boilerplate React project. Is there a reason you guys aren't taking that step and just doing that automatically for you? Is it because you're targeting engineers and they don't need that or is there other reasons? Lenny, the interesting thing is the base app that you saw for this was also generated by Windsurf. The reason why we sort of didn't generate it is installing all the dependencies takes like three or four minutes. And for the demo, I didn't want to wait. But totally, actually most of the users of the product, probably zero-to-one build these apps. And if I can say one interesting thing is, when we launched Windsurf, actually we tasked everyone at our company to go out and build an app with Windsurf. That included our go-to market team and our sales team. There was a crazy stat that I think people would find surprising, but we've saved over half a million dollars of SaaS products we were going to buy because our go-to-market team has now built apps instead of buying them. Our head of partnerships, instead of buying a partner portal product, has actually built its own partner portal. He had never built software in the past. We've actually come up with ways inside the company to deploy these apps easily in a secure way. And we're actually now building very, very custom software for our company to operate more efficiently, which is, I would not have expected this probably six months ago. That is incredibly interesting. You don't need to name company names, but I guess what's a space you're least bullish on that you think is going to have the most problem here with people building their own version of these sorts of products?…

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