Rory O'Driscoll

2026 is going to be at 50x better.

Will that be a Figma?

Honestly, and I know this sounds Captain Obvious, I honestly think it's going to be who wants it the most.

You almost have to work so hard.

You have to 12, 12, 9.

As hard as we're working at Cursor, and it's been great, we might have to work even harder.

But maybe Figma works even harder.

I know this sounds silly, but everyone can copy each other in weeks now, not in months or years or quarters.

It's who works.

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.