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

But every improvement with the underlying models also improve the capabilities of Cursor.

And so you get this like compounding product flywheel that's very unique.

I don't think so.

I think what they're going to be able to achieve is incredible.

I also think we need to frame in the right context what their aspirations are with these models.

There are generalists and there are specialists.

Cursor is going to build specialized coding models that are going to serve specialized coding tasks, especially for a lot of enterprise users.

They don't need for their models to be good at poetry or teach you how to make an apple pie.

Their models are there for professional coders to do professional work.

And I think that like that's very powerful and will continue to make the product experience really differentiated.

9.5.

How did you think about that?

There's a couple of ways to frame the upside.

One is that you think about like platform companies that are publicly traded that own their domains.

there's very few of them out there.

So Salesforce historically has been like the go-to-market platform company.

CrowdStrike and maybe Palo Alto are like the platform cybersecurity companies.

There has never been a platform company for engineering as a vertical.

And engineers are like, I mean, this is the fastest growing, most dynamic vertical there is, and no one has ever owned that.

Now you've had companies that have built tremendous value biting off pieces of the stack, you know, Atlassian hugely valuable company that we love began around issue tracking, Datadog around monitoring.

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