Cursor

300 days into the year 2026, and 311 unicorns have been minted so far.

We were shocked when Cursor went from zero to 100 million in a year.

That was less than two years ago.

Now it's everyone's goal, teetering on the norm.

Many people forget that Shopify didn't raise much venture capital for its first four years and had time for a personality of its own to settle in.

In October 2023, after getting their novel storage architecture for 10x cheaper search working, Simon and Justine didn't head to Sand Hill Road to pitch VCs.

They went to a small office in Hayes Valley where an eight-person team was building a new AI coding tool called Cursor.

Simon had already piqued their interest with his tweets and blog posts, mostly on infrastructure engineering.

And also, there's a load of stuff around, like, that Claude Code or an agent can't see around, like, the shape of our data.

So I have arguments with Cursor now where Cursor's like, what about this case? And I'm like, it's never going to happen.

I don't care.

Or,

was anthropic.

Cursors, I thought that was anthropic.

No, no. Cursors was the very first thing that SpaceX bought for $60 billion worth of SpaceX stock the week after they went public.

Hey, man, he made a car that flies.

That's pretty cool.

I love Copilot.

I've heard good things about Cursor.

One day, maybe I'll try Cursor.

But I just don't know why I would.

So PLT equals PLT dot figure.

So, that's what we're going to be doing today.

We're going to be using Cursor, the Claude 3.7 Sonnet, the Agent, all that.

We're going to see, can we operate one of these hands? Because, to be honest, I don't know what I'm doing.

These ants are to me from a startup called Lucky Robots.

So, let's go ahead and get started with these Inspire hands.

So this is what we have.

Unfortunately, I don't think Cursor can actually read PDFs, but I'm just going to literally Ctrl-A, Ctrl-C, so copy, and we're going to come over here, and I'm just going to tell Cursor, the agent, I have two Inspire Robot hands, the RH56 series.

I have one already connected.

Cursor is the poster child for growth without a sales team.

Today's guest says you have to look a little bit closer.

About $2.6 billion of Cursor's enterprise revenue only showed up after they hired account executives.

And he calls it the strongest argument for sales he's seen in a decade.

He's built and bought back sales-driven companies, and he's now building an AI tool that coaches reps mid-call.

I'm curious to see if there are any companies that you are studying very closely to understand what are the motions that they're executing on and how they're executing against those motions.

Yeah, interesting one.

So one that I look at closely, and this is before Senior Musk brought him out, was Cursor.