Rory O'Driscoll

Well, maybe.

I think all of us need to be hyper aware of in 26 and 27 is massive convergence of categories.

It's not just the old days of seven years later, Datadog would decide to compete with PagerDuty, which certainly hurt them.

That's how we grew up.

Like a couple of years would go by, you know, all of a sudden now, you know, Brex is competing with its partners rather than partnering.

That's the old school.

AI is creating convergence where the same products can do more things.

I'll give you an example and then I'll talk about Cursor because you asked.

It's already happened in e-commerce, which I can see, which is that marketing, sales and support have already converged.

This last week too, Andrew Bilecki, the CEO of Klaviyo brought on the ex-co-CEO of Workday to run most of Klaviyo, right?

Which is at 1.3 billion growing 30% because the entire world of e-commerce software has changed.

So he needs to get back to product full-time because in 2026, 2027,

there will be no such thing as marketing software that got Klaviyo public.

Marketing sales support have already converged to one agent.

So it's already happening there.

It's actually surprising it's taking a full 12 months to happen in coding.

It's a lot of time because if you've built any apps like I have, the disconnect between design and the output, it's the most jarring thing when you get good at something.

When you get good at Replet like I am or Cursor or whatever, you can build such cool stuff and you're like, man, the design, it all looks like,

frigging Claude artifacts.

They'd all look like Claude.