Anish Acharya

You want to actually have access to both.

And to do that, you use an apps company.

And to do that, you use an apps company.

Yeah, I think the thing that we are underappreciating is that we assume efficiency is increasing, but ambition and number of customers is staying fixed.

Yeah, I think the thing that we are underappreciating is that we assume efficiency is increasing, but ambition and number of customers is staying fixed.

And I think this is one of the incorrect assumptions that keeps getting made around AI.

And I think this is one of the incorrect assumptions that keeps getting made around AI.

It's like, well, what are all the people going to do?

It's like, well, what are all the people going to do?

Where will all the jobs be?

Where will all the jobs be?

You know, it's like our ability to be ambitious for wanting more things always grows so much faster than our means.

You know, it's like our ability to be ambitious for wanting more things always grows so much faster than our means.

And in the same way, if you look at software, the desire and demand for software, both to make it and to consume it, is dramatically more than the supply that we have today.

And in the same way, if you look at software, the desire and demand for software, both to make it and to consume it, is dramatically more than the supply that we have today.

And I think there is a developer and developer adjacent archetype for whom Cursor is going to be perfect.

And I think there is a developer and developer adjacent archetype for whom Cursor is going to be perfect.

Codex as an app, Codex as a CLI, Cloud Code, like all of these products are going to find market fit and all grow.

Codex as an app, Codex as a CLI, Cloud Code, like all of these products are going to find market fit and all grow.

And if you look at any of the other markets like creative tools, they're going to specialize in Fragment in their own direction.