WhoBuilt

Going Beyond Code, Superintelligent AI Agents, And Why Taste Still Matters

Jun 11, 2025· 37 min· 255K views·Watch on YouTube

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.

From coding toward higher-level software creation

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.

What agents still need to improve

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.

Taste remains part of the job

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.

Cursor’s path from CAD experiments to an editor

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.

Building for professionals and learning from use

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.

Mentioned in this talk

Search inside this talk

What was claimed 10

  • founded
    “co-founder and CEO of Anysphere”
    YouTube
    Verified4 sources· Talk, Web· archived
  • built
    creator / 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 of
    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

Related talks