Episode Details

#447 – Cursor Team: Future of Programming with AI
10/6/2024
Lex Fridman Podcast

Key Insights

Bullish:

  • 🟢 $AIDEVTOOLS - AI-assisted development tools have significant growth potential, with capabilities expected to improve dramatically in the next few years, making it an exciting time for software engineering.
    • I think this space is a little bit different from past software spaces over the the 20 tens, where I think that the ceiling here is really, really, really incredibly high. And so I think that the best product in 3 to 4 years will just be soon much more useful than the best product today.” - Michael (2:07:00)
    • I actually think this is a really, really exciting time to be building software.” - Michael (2:29:03)
  • 🟢 $AWS - 🔒
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  • 🟢 $FORMALVERIF - 🔒
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Bearish:

  • 🔻 $CENTRAL - 🔒
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