a16Z合伙人揭秘Claude Code如何面对微软等巨头竞争，展现谦逊与自信并存的策略。
a16Z合伙人Sarah Wang分享了与Michael Truell关于Claude Code的对话。Truell表示他们瞄准全球最大市场，不惧竞争对手。微软Copilot是首个竞争者，Claude Code是轮换角色之一。Truell认为大市场总有强大竞争对手，这并不令人恐惧。Sarah Wang对此评论的清晰度和无畏印象深刻。
a16z GP Sarah Wang on what Michael Truell said when she asked him about Claude Code: "He said... 'L...
a16z GP Sarah Wang on what Michael Truell said when she asked him about Claude Code: "He said... 'Look, we are going after the biggest market in the world. There's going to be competitors. In fact, there's been a rotating cast of characters from the very beginning. Microsoft Copilot was the first one. Claude Code is one of a rotating set of characters. We think in big markets, you're always going to have formidable competitors. That does not scare us.'" "I just remember being somewhat blown away by the clarity of that comment, the lack of fear. There's humility as well, like it's humility mixed with bravado, and I just think that is kind of the winning combo when you're going after these juggernauts like that." @sarahdingwang 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 💬 3 🔄 0 ❤️ 10 👀 5843 📊 3 ⚡