#447 – Cursor Team: Future of Programming with AI

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 - AWS is highly regarded for its reliability and quality, with users confident in its products' performance.

  • “AWS is just really, really good. It's really good. Like, whenever you use an AWS product, you just know that it's going to work.”

    Aman·1:37:01
• $FORMALVERIF - AI models are expected to revolutionize formal verification in software development, potentially eliminating the need for manual testing.

  • “I think, people will just not write tests anymore. And, the model will suggest like, you write a function. The model will suggest a spec, and you review the spec. And, in the meantime, a smart reasoning model computes a proof that the implementation follows a spec.”

    Aman·1:25:04

Bearish:

• $CENTRAL - Concerns about the increasing centralization of data and AI capabilities in the hands of a few major players, potentially leading to privacy and security risks.

  • “I think one thing that's actually kind of worrisome is that as these models get better and better, they're going to become more and more economically useful. And so more and more of the world's information and data, will flow through, you know, 1 or 2 centralized actors.”

    Aman·1:48:02