Truell says Cursor aims to replace today’s labor-intensive coding with a more productive way to build software while preserving control over how it works and looks. AI already writes 40% to 50% of code in Cursor, but professional developers still review the output. He expects AI suggestions and delegated agent tasks to become much more useful over the next six months to a year.
Going Beyond Code, Superintelligent AI Agents, And Why Taste Still Matters
Speaker
Michael Truell, co-founder and CEO of Anysphere, the company behind Cursor, discusses AI-assisted software development and building Cursor with a host on Y Combinator’s How to Build the Future.
Truell identifies context, continual learning, and long task horizons as obstacles to more capable coding agents. A codebase with 10 million lines could contain about 100 million tokens, making it hard to provide models with useful, affordable context. Agents also need to run software, inspect results, and use tools such as Datadog logs.
Truell argues that engineers will still need to decide what is worth building and how it should work, including its nonvisual logic. He describes much of programming as translating human intent into detailed instructions for computers. As AI fills in more implementation details, he expects that translation work to shrink while human judgment about the product remains important.
The founders first built AI tools for computer-aided design, but set that work aside because the team was more interested in coding and the available data and models were not ready for 3D. They returned to coding, released Cursor after about three months of development, then spent roughly a year refining it. They chose to build an editor rather than an extension because they expected AI to change how people work with code.
Cursor tracked revenue and paid power users who used AI four or five days a week, rather than focusing only on daily or monthly active users. Truell says the team paired internal use and product experimentation with retention and usage metrics. He also sees product feedback, such as which suggestions people accept, reject, or later correct, as useful for improving the product and its models.
Takeaways
- Use AI to delegate bounded tasks, but review its work when changes affect a long-lived codebase.
- Agent quality depends on useful organizational context and the ability to test software, not just a larger context window.
- Automation can reduce implementation work while increasing the value of clear product judgment.
- Evaluate AI products on speed, reliability, and sustained use, not only on impressive demos.
- Track whether paid customers rely on a tool in their regular work to assess its practical value.
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What was claimed 10
- foundedMichael Truell founded
Anysphere
“co-founder and CEO of Anysphere”
YouTube Verified4 sources· Talk, Web· archived
- builtcreator / maker
“the company behind Cursor”
YouTube Verified3 sources· Talk, Web
- metric
Cursor: $100 million ARR 20 months after launching
“reaching $100 million in ARR just 20 months after launching”
YouTube Unverified1 source· Talk
- metric
Anysphere: $9 billion valuation
“They recently hit a $9 billion valuation”
YouTube Unverified1 source· Talk
- ceo ofMichael Truell CEO of
Anysphere
CEO“co-founder and CEO of Anysphere”
YouTube Unverified1 source· Talk
- feature
Cursor: AI writes 40% to 50% of the lines of code produced within Cursor, on average
“AI writing 40% to 50% of the lines of code produced within Cursor”
YouTube Unverified1 source· Talk
- feature
Cursor: Supports delegating coding tasks to AI and AI-assisted keyboard completion
“delegating tasks to an AI ... or having an AI look over their shoulder”
YouTube Unverified1 source· Talk
- metric
Cursor: Over half a billion model calls per day on its own inference
“at Cursor, we do over half a billion model calls per day on our own inference”
YouTube Unverified1 source· Talk
- uses
“switched to basing it on VS Code”
YouTube Unverified1 source· Talk
- metric
Cursor: Paid power users, measured by AI use four or five days out of seven, was the main activity metric
“our main activity metric ... was revenue and paid power users”
YouTube Unverified1 source· Talk








