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Finding signal on Twitter is more difficult than it used to be. We curate the best tweets on topics like AI, startups, and product development every weekday so you can focus on what matters.
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Amazing outcome. Cursor executed the applied AI strategy flawlessly. Most people completely underestimated the market size in AI coding. The biggest developer tool exits in history were on the order of low billions of dollars. And it was already assumed to be a heavily competitive and somewhat saturated space when they really got going. Multiple mental models shattered near instantly. The market sizes for agentic coding was far larger than most realized. There was actually tons and tons of…