Rory O'Driscoll

I think this is a risk for almost everyone that's established is you just get maimed.

You don't get killed, you get maimed.

And cursor could easily maim this market, it's so big.

It's the one that never quite heals.

And you sit in the board meeting and you're like, well, we had 15,000 customers last quarter, Rory.

Now we have 15,200.

Hooray.

Kudos.

But it's this maiming that I think people aren't, a lot of founders aren't being honest about how they're being maimed by AI leaders.

They're being maimed.

They're not being, they're crushed is the narrative we talk about.

Jason, who else is being maimed?

Well, I mean, Atlassian is slowing down, right?

GitLab is arguably being maimed.

I mean, many public companies are being maimed.

You've got to be Datadog and have so many leading products in market almost not to be maimed.

It looked like Mongo was being maimed until they fought back, right?

It really looked like they were being maimed by all the new Postgres and other competitors.

They're back, although maybe they're maimed in the sense they should be growing faster given the growth of AI.

Like Mongo should be this great Broadcom-like AI beneficiary, and they are, but they have so many competitors now.