We raised a $143M Series C at a $1.5B valuation to build the control layer for software change.
Our first investor got involved for a totally different reason.
Corgi’s cafes and girls bring eyes to what is an inherently boring product. They need to establish their brand in the startup ecosystem who are their customers and potential hires, it’s an awesome pull. Not every startup should be opening cafes but everyone should be thinking like Corgi.
Corgi’s cafes and girls bring eyes to what is an inherently boring product. They need to establish their brand in the startup ecosystem who are their customers and potential hires, it’s an awesome pull. Not every startup should be opening cafes but everyone should be thinking like Corgi.
I remember reading an article by @JoshWComeau on hands-free coding after he developed RSI in his arms - something I’ve experienced, worrying it would ruin my career. Nobody talks about how awesome it is now that agents allow those with disabilities to be way more effective as engineers. I see this getting even better as we need to review code less. We live in incredible times!
I've been working on https://t.co/RlyP4Hxdwv for almost 2 years now and have almost nothing to show for it. I've spent way to much time building and not enough marketing. I've made a big pivot this week that could pay off, excited to see 👀
The lack of general AI adoption feels pretty obvious to me:
1. People are scared of AI.
If your circles tell you that AI is bad for your brain, is using all the freshwater and power, and is taking your job, why would you use it? You believe it’s a net negative to society so you keep away from it.
2. People don’t know how to use AI
Most products adopt AI by adding a blank page with a giant text input and you’re just expected to know what to ask? Imagine if you were told to use Google Docs for the first time but you were blindfolded and you had to guess what features were available - not easy.
3. AI is a luxury
If you asked someone in the UK how they’re doing financially, the majority are struggling month on month. I’m sure this is felt in other places. Tokens are expensive and AI has become a pay to play game whether we like it or not.
More thoughts
Realistically, the products that will win will introduce AI thoughtfully and subtly. Adding a big AI prompt input is useless and scary. Not an easy problem at all but as product builders we need to be more mindful and not ride waves. People should feel empowered using your product. Not scared or useless. And once prices come down and AI becomes as accessible as an internet connection, I’m optimistic that we’ll all win.
Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok.
These frontier AI models are *insane* (as are the harnesses & tool calls & the like). And every large tech co has an AI agents platform, not to mention all the YC startups doing vertical agents. Yet all of your friends and family outside of tech — who spend all day staring at their iPhones and get paid to work in browser tabs — don’t really care or find themselves using any AI agents yet.
Yes ChatGPT, Claude, etc. are extremely popular… but if you look at the engagement data the vast majority of people are still using these aI chat tools like a glorified Google + Grammarly. That’s why the AGI labs are all pushing desktop apps for Codex, Cowork, etc. so hard to non-technical ppl. And yes exceptions for lawyers and customer service but even those have some asterisks and exceptions to rule.
Look I’m not saying the ChatGPT moment for AI Agents is not coming… it most definitely is! Remember we pivoted from Arc to Dia precisely because we believe computing is going to be radically reimagined around these AI primitives. No doubt. But that’s my point: it’s just so surprising it hasn’t happened yet because all of the tech you’d need is there.
Again if you stop for a second and think about it… for all the press and money and hype and models and crazy ARR numbers… this “AI Agent” moment does not *feel* like the other breakthrough tech moments we’ve lived through (e.g. think the shift to Stories via Snapchat & Instagram, or shift to on-demand via Uber/Airbnb/Doordash).
Which is a long way of saying: if you can figure out the answer to “why” most people don’t care about AI agents yet (and have no enduring interest in using them) — especially since the models and harnesses are here and ready — the answer to that question will allow you to capture a lot of marketshare and make a lot of money in 2027.
Theoretically, the tech is ready for AI Agents to totally transform how we work and live our lives… but alas the general public dgaf… that’s the generational puzzle to solve for the next 12 months for anyone not working on the models themselves.
Everyone thinks of Cursor as a tool for coding. We thought so too. But inside the company, many of our use cases aren’t coding at all: research, data analysis, bug triage, and project management to name a few. As it turns out, coding agents are a pretty good foundation for all kinds of work. Could be a sign of what’s to come.
Before: spend months building something then struggle to get sign ups
Now: vibe a quick waitlist page, post on TikTok daily to validate before building