Aaron Levie
Box CEOCursor shattered the assumption that dev tools top out at low-billion exits
The market size for agentic coding was far larger than almost anyone modeled, and the space was assumed saturated right when Cursor got going. The playbook worth copying: find the right product shape for agentic work, act as a neutral layer between models and workflows, post-train models only where it drives down cost or lifts performance, build infra specific to the workflow, and pair it with a category-aligned go-to-market. There was far more room to innovate between the user and the underlying model than people believed.
- #agents
- #products
