Cursor - Oskar Schulz (President) and Ben Spector (PhD CS) | Stanford Hidden Layer Podcast #103

Added: 2026-05-25

[00:00:00]Microsoft is going to let you fork their VS code. Um, they have all of MSRA.

[00:00:08]If canning he at the time I think a bunch of really smart AI researchers.

[00:00:13]They already have a co-pilot. Um, and they're the only company that anyone knows about that was found guilty for violating Sherman antitrust. And you're they're going to let you walk in fork their VS code outperform their own co-pilot and make hundreds of millions of dollars and they won't ever turn you off. In fact, I actually think that understates the problem. I think it was it was a it looked worse than that to me at the time. Like I'm very happy to eat my words and all of this cuz I was obviously completely wrong. But to me what it looked like was like let me get this straight. Microsoft in addition to this is also owns GitHub.

[00:00:49]Owns half of of OpenAI.

[00:00:51]So they have all the new models that are coming to. Has distribution into every company. Right. They have one to sell to. Right. Exactly. So they have they have all of that as well. They exactly they LinkedIn, they have Azure to host it on, they have infinite money.

[00:01:03]Infinite distribution, infinite talent, infinite resource. Right. You know, and it's not just they'd already built co-pilot. They'd been building co-pilot chat which was in beta. So they were clearly like going to go extend the thing. And so yeah, I was like let me get this straight. You're going to fork VS code and do exactly what their road map is already and sell against them.

[00:01:21]You know, good luck guys.