a16z合伙人揭秘Cursor如何击败微软，保持产品纯粹性，两年内迭代3次。
Martin Casado和Matt Bornstein分析了Cursor团队的产品专注度。Cursor拒绝开发插件，坚持独立产品路线。Cursor在2023年由4名MIT辍学生创建，击败了微软等竞争对手。Cursor团队在两年内迭代产品3次，建立了增长最快的销售团队。
Martin Casado and Matt Bornstein on the Cursor team's tremendous clarity and conviction behind every...
Martin Casado and Matt Bornstein on the Cursor team's tremendous clarity and conviction behind every decision: Martin: "They were very product-focused, which you actually don't see a lot in AI. They really believed that you can build a product, and if it's really good, it'll be adopted." "That dictated a lot of their decisions. If you really believe in the product, you would never do a plugin because then you're part of somebody else's product." "There was... tremendous clarity on exactly what type of company they were, and the decisions all fell from that consistently." "Many of the companies we saw were pastiches of 'We'll try all of these different things, we're not quite sure what's gonna work.'" Matt: "They had the ambition and the courage to do the maximal form of what the product would look like." "As founders, we all want to be ambitious and push to the maximum point of the Pareto frontier, but you have to know what the curve is. And they knew what the curve was and didn't get distracted by the non-product things." @martin_casado @BornsteinMatt Your browser does not support the video tag. 🔗 View on Twitter 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 💬 1 🔄 1 ❤️ 12 👀 5915 📊 2 ⚡