Rory O'Driscoll
๐ค SpeakerAppearances Over Time
Podcast Appearances
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?
It's just, you'd have to, and you want to have a team of in triple digit number of employees.
You hope the other categories are just behind in a sense, right?
But maybe it's intrinsic to the extreme value in a very large category of software.
So I think the overall growth is the key question.
Could I just go back to one point on Cursor versus Figma?
Because I do think it's so important to founders and investors.
I think one risk is that Cursor completely displaced Figma.
We don't need it.
That's unlikely for a lot of reasons.
I think the bigger risk for so many vendors is that it maims Figma.
What does that mean, Jason?