Rory O'Driscoll

really, really wills it into existence.

I don't think we can sit back as VCs and just, even with our great king making checkbooks, I don't think we can fully control the outcome.

I think the ones that work, that produce 10 times more output are honestly the ones that are gonna win, the leaders.

I don't think we can predict.

It's easy to bet in favor of Cursor over Figma because Figma took, what, a decade to get to a billion?

And Cursor took a year.

So if we're momentum bettors, we have to bet Cursor, right?

Even though there's reasons to bet against it, right?

They're not designers.

They don't have the base.

They don't have the customers.

But if I had to pick, I would bet on that rapidity today.

It could be.

I think the only reason Cursor didn't build replet or lovable is it wasn't worth their time because they're in an even bigger, better market for the moment.

I honestly think it was just a distraction.

As big as that market is, it's exciting that those guys together will go to almost 500 million in a year.

Cursor got there in nine months.

So you're taking your eye off the ball to invest in a high churn,

frictionful space when they probably have 160% effective NRR at a revenue level because nobody leaves cursor, right?

Why would you invest in a smaller high churn space when you have insane retention and you're growing even faster?