a16z分享Cursor如何击败微软，成为AI编程助手新贵
2023年，四位MIT辍学生发布了微软代码编辑器的分支版本。Cursor在微软拥有VS Code、GitHub和OpenAI权重的情况下仍取得成功。公司超越了给投资者的所有预测，竞争对手未能将其击败。Cursor拒绝训练自己的模型，两年内三次迭代产品，建立了有史以来增长最快的销售团队。
From fork to frontier in four years
From fork to frontier in four years a16z @a16z a16z's Martin Casado, Matt Bornstein, and Sarah Wang on the Cursor story: In 2023, four MIT dropouts released a fork of Microsoft's code editor. Microsoft owned VS Code, GitHub, the OpenAI weights, and had the best enterprise distribution in software history. And despite this, Cursor won. A rotating cast of competitors were supposed to crush Cursor. The company blew past every forecast it gave its investors. In this episode, Martin, Matt, and Sarah break down how it happened: why Cursor initially refused to train its own model, how they kept evolving their own product three times in two years, and how they built the fastest-growing sales team any of them has ever seen. 00:00 Intro 01:19 AI coding before agents 03:30 "Code in the future will look like pseudocode" 04:55 The pitch meeting that was 90% "no" 06:14 Why Cursor didn't build its own model 08:15 What Michael Truell does for fun 11:24 The growth assumptions Cursor broke 12:13 Competing with Microsoft 14:45 At dinner with John Schulman 15:40 The competitors that couldn't kill Cursor 17:33 Michael Truell on Claude Code 19:14 Cannibalizing yourself 3x in two years 20:09 Why the gross margin critics were wrong 22:08 The sales team they never wanted 25:40 Hiring AEs like engineers 31:00 How their office suits their product 33:19 Why Cursor and Elon fit 35:15 How Cursor got good at M&A YouTube: youtube.com/watch?v=GHrnbv… @martin_casado @BornsteinMatt @sarahdingwang Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 2 🔄 3 ❤️ 71 👀 11071 📊 7 ⚡