Arun Mathew

speaker

603 appearances 1 recordings 1 series first heard Mar 2026 last heard 9 Mar

Arun Mathew’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us | Are $2BN-$10BN IPOs Dead | Why Now is a Great Time to be Thoma Bravo with Miles Clements · 9 Mar 2026 podcast

You know, I saw the Chamath tweet.

I listened to the Jerry Murdoch show.

With all due respect to those guys, I think there's a few things at play.

First of all, this market is growing enormously.

And I don't think a lot of these companies are actually experiencing success at the expense of the others.

Take Clydecode as an example.

First of all,

what an amazing product cloud code has absolutely captured the imagination in part driven by opus 4.5 opus 4.6 like i think the success of clogged code is also very much tethered to the success of the underlying model so it has captured the zeitgeist like that's unmistakable with that said i think these things are so market expansionary that it's not necessarily coming at cursor's expense

And I think they're market expansionary on two dimensions.

First of all, they're bringing so many new cohorts of users online.

So people who would not have been software developers a year ago today can be software developers with these tools.

They're also expanding the market in terms of consumption.

You hear the ARR growth leaked for both companies.

A lot of that ARR is not like net new companies paying per seat pricing.

A lot of that ARR is consumption, which is off the charts for both tools.

I think that's one thing that's going on.

I think another is this sort of misunderstanding about Cursor being tied to the IDE.

In some ways, Cursor is a victim of its own success.

Like they were so disruptive and so innovative around the IDE like a year ago that people can't help but over make the assumption.

What is happening though very clearly is like the world is moving to agents.

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