
37 segments available
- 影片來源:https://www.youtube.com/watch?v=oOylEw3tPQ8 - 免費訂閱 AI 科技最前沿的電子報:https://www.anduril.tw/ - 歡迎贊助本頻道選題與翻譯:https://buymeacoffee.com/foxh 對話的主角,是 AnySphere 的共同創辦人兼執行長 Michael Truell。他所打造的 AI 輔助程式開發平台 Cursor,正掀起一場寧靜卻深刻的革命。成立僅僅 20 個月,年度經常性收入(ARR)便衝破一億美元,公司估值飆升至 90 億美元。然而,在這場由 Garry Tan 主持的深度訪談中,Truell 揭示的並非僅是商業上的巨大成功,而是一個更為顛覆性的宏大願景:一個「後程式碼時代」的到來,一個程式開發的典範即將被徹底改寫的未來。 Truell 與他在麻省理工學院結識的夥伴們,正大膽地押注一個夢想——將軟體創造這門複雜的工藝,從逐行敲打程式碼的傳統模式,進化到更高維度的「意圖驅動」時代。開發者只需用自然語言描述想法,AI 便能將其轉化為具體的軟體功能。這不僅是效率的提升,更是對創造力的一次解放。 Truell 開宗明義指出,Cursor 的終極目標,是用一種更先進的方式取代傳統的程式開發。他與創辦團隊皆為資深工程師,深知將腦中一個簡單概念,轉化為螢幕上數百萬行深奧程式碼的過程,是多麼耗時費力。他們預見,未來五到十年,軟體開發將迎來根本性的變革,人類的角色將從繁瑣的執行者,轉變為高層次的指揮家。 然而,當前 AI 程式開發的現實與此宏大願景之間,仍有一段距離。許多人對 AI 的想像,停留在所謂的「氛圍開發」(Vibe-driven Development)——憑感覺對 AI 下達模糊指令,期待它能完美實現一切。Trull 坦言,這種做法在處理小型、拋棄式的新創專案時或許尚可一試,但對於動輒數百萬行程式碼、數百人協作數年的大型專業軟體而言,完全是天方夜譚。不理解程式碼的底層邏輯就任意修改,將引發災難性的連鎖反應。 目前,Cursor 的用戶數據顯示,AI 生成的程式碼大約佔整體開發工作的 40% 到 50%。這是一個驚人的比例,但它仍舊扮演「副駕駛」的角色。人類工程師必須像審閱初級工程師的程式碼一樣,仔細檢查 AI 的每一項產出。這意味著,我們正處於一個過渡階段:AI 是強大的輔助工具,而非能獨當一面的主角。 橫亙眼前的三道技術高牆 要從「輔助」邁向「主導」,AI 需要跨越幾道巨大的技術鴻溝。 首先是「上下文窗口」(Context Window)的限制。一個大型軟體的程式碼庫,可能包含數千萬行程式碼,換算成 AI 能理解的單位(Token),高達數億之譜。目前的 AI 模型,即便擁有百萬級別的上下文窗口,也如同管中窺豹,無法一次性掌握整個專案的全貌。這就像一位試圖修改一部鉅著的編輯,卻每次只能閱讀其中一頁。 其次是「持續學習」(Continual Learning)的挑戰。一個優秀的工程師,不僅理解程式碼,更理解背後的「人」。他知道團隊的技術偏好、過往的失敗嘗試、組織的文化脈絡。這些非結構化的隱性知識,是 AI 目前難以吸收的。 最後,AI 必須具備與真實世界互動的能力。軟體工程師不僅是寫程式,他會運行程式碼、查看監控系統的日誌、使用各種開發工具。AI 也必須學會操作這些工具,建立一個完整的「測試-驗證-修正」迴圈,才能真正成為一個可靠的開發夥伴。 未來開發者的終極價值:「品味」 當 AI 逐漸接管低階的編碼工作,未來軟體開發者的核心價值會是什麼?Trull 給出一個言簡意賅的答案:「品味」(Taste)。 這裡的「品味」,不僅指涉視覺設計或使用者介面的美感,更是一種對產品本質的洞察力與判斷力。它關乎「應該打造什麼樣的產品」,以及「軟體應該如何運作」。傳統程式開發的過程,很大一部分是人類在扮演「人肉編譯器」的角色,將高層次的想法,轉譯成電腦能理解的迴圈、變數與函式。 未來,這個轉譯過程將被 AI 自動化。人類開發者的價值,將體現在定義產品的靈魂、設計核心邏輯,以及對使用者需求的深刻理解。這種洞見與方向感,將是 AI 無法取代的。 一次關鍵轉向:從 CAD 到 Code 的創業原點 Cursor 的驚人成長並非一蹴可幾。其創業故事,歷經數年的摸索、挫敗與重寫,本身就是一個關於「品味」、熱情與關鍵轉向的絕佳案例。 Trull 與團隊的起點,並非今日我們所見的程式開發工具。他們最初的宏大夢想,是為機械工程師打造一款 AI 輔助的電腦輔助設計(CAD)工具,能像自動補全程式碼一樣,預測 3D 模型的下一步修改。在投入近一年時間,建立了龐大的運算叢集、訓練了數百億參數的模型後,他們毅然決然地放棄這個方向。 原因有二:首先,團隊成員皆為軟體工程師,對機械工程缺乏發自內心的熱情;其次,當時的 3D 模型數據量遠遠不足以訓練出真正實用的 AI,技術時機尚未成熟。這次關鍵的轉向,讓他們回歸自己最熟悉、也最熱愛的領域。他們意識到,創業之路艱辛,唯有對所做之事懷抱巨大熱情,才能支撐團隊走過必然的低谷。 打造護城河:精準延攬與大膽想像 正是這種「預見未來」的信念,促使 Cursor 做出一個當時看來極不尋常的決定:放棄開發主流的 VS Code 擴充套件,而是選擇直接打造一個完整的、深度整合 AI 的編輯器。這個看似繞遠路的策略,卻為他們後續的快速迭代與創新,奠定最堅實的基礎。 在團隊建立上,Truell 強調初期招募的極端重要性。他們極其審慎地延攬最初的 10 位核心成員,因為這批精英不僅定義公司的技術實力,更塑造未來的文化與標準。高品質的早期團隊,會像磁鐵一樣吸引更多頂尖人才,形成正向循環。 Truell 將當前的 AI 開發工具市場,比作 90 年代末的搜尋引擎大戰。這不是一個傳統的企業軟體市場,而是一個潛力無窮、贏家通吃的市場。誰能率先取得技術突破、誰能透過龐大的用戶數據建立起「數據飛輪」,誰就能定義下一個時代。
Michael Truell, CEO of Cursor, discusses the ambitious goal of replacing traditional coding with a more efficient method. He envisions a future where building software is significantly easier, allowing creators to focus on their ideas rather than the complexities of coding. This segment sets the stage for a transformative shift in software development.
"For us, the end goal is to replace coding with something much better. I think that this is going to be a decade where just your ability to build will be so magnified. If you keep pushing the frontier ..."
In this segment, Truell highlights Cursor's impressive growth trajectory, achieving a $9 billion valuation and $100 million in annual recurring revenue within just 20 months. This rapid success underscores the potential of AI-assisted programming and the company's innovative approach to software development.
"future of code. Welcome back to another episode of How to Build the Future. Today I'm joined by Michael Tru, co-founder and CEO of Anyphere, the company behind Cursor, the AI coding platform we all kn..."
Truell elaborates on Cursor's mission to create a new programming paradigm where users can simply describe their needs, and AI translates those into functional software. This segment emphasizes the shift from traditional coding to a more intuitive, intention-driven approach to software development.
"million ARR just 20 months after launching. Michael, thanks for joining us. Thank you for having me. Excited to be here. You've said the goal of cursor is to actually invent a new type of programming ..."
Despite the advancements, Truell acknowledges the challenges that lie ahead in fully realizing this vision. He discusses the limitations of current AI capabilities and the importance of understanding code, especially in complex projects. This segment highlights the transitional phase of AI in programming.
"goal with the company is to replace coding with something that's much better. Me and my three co-founders we've been programmers for a long time. More than anything, that's what we are. The thing that..."
Truell explains how AI currently functions as a supportive tool in coding, generating 40-50% of code while still requiring human oversight. This segment illustrates the collaborative role of AI in software development and the need for professional programmers to engage with AI outputs critically.
"to get there and you know our path to getting there is to at any given point in time always be the best way to code with AI and then evolve that process uh you know evolve it away from normal programm..."
Looking ahead, Truell discusses the potential for AI to evolve from a productivity tool to a more autonomous coding partner. He emphasizes the need for AI to mature in its capabilities to handle complex software projects without constant human intervention, marking a significant evolution in the development landscape.
"to where you really want to go? We're seeing the first signs of things really changing. Um I think you guys are probably on the forefront of it with YC because I think that in smaller code bases with ..."
Truell critiques the concept of 'vibe coding,' where developers rely on intuition rather than understanding code. He argues that this approach is insufficient for long-term projects and emphasizes the necessity of a solid grasp of coding principles, especially in larger teams and complex systems.
"uh right now, you can't really just avoid thinking about the code. Our primary focus is to help professional programmers to help people who build software for a living. In those environments, people a..."
In this segment, Truell discusses how AI is currently being utilized in professional software development environments. He notes that while AI assists in coding, it still requires human oversight, highlighting the ongoing need for skilled programmers to guide the development process.
"your head do you think of it as uh like different tiers there sort of obviously startups are starting out with zero lines of code so that's very easy. Is there a point that you're tracking right now w..."
Truell identifies key bottlenecks that AI must overcome to achieve human-level coding capabilities. He discusses the limitations of context windows and the challenges of continual learning, emphasizing the need for AI to adapt to complex coding environments and organizational knowledge.
"operating as a helper for you, right? So kind of like the main ways in which people are using AI to code, they're either delegating tasks to an AI and they're saying go do this thing for me go answer ..."
Truell highlights the necessity for AI to interact with real-world coding environments, including running code and analyzing outputs. This segment underscores the importance of practical experience in software engineering and the challenges AI faces in replicating this aspect of development.
"work in the real world. One way in which you can view LMS is their you interface with them like a human like a helper. Um another way in which you can view LM is they're kind of an advanced in compile..."
As AI technology advances, Truell discusses the potential evolution of programming interfaces. He suggests that future UIs may allow for more intuitive interactions, enabling developers to manipulate software directly rather than relying solely on text-based commands.
"to get higher level. And so yeah we're excited about you know after you get agents working after you get kind of the tab form factor very mature does AI actually evolve what a what it means to be writ..."
Truell touches on the importance of aesthetics in software design and how AI is beginning to improve in this area. This segment reflects on the broader implications of AI's capabilities in understanding and implementing design principles in software development.
"things is definitely an issue where you know if you have 10 million lines of code that's you know maybe 100 million tokens um and both having a model that can actually ingest that and having it be cos..."
Michael Truell discusses the evolving capabilities of AI in software development, emphasizing the importance of running code and interacting with tools. He highlights the challenges AI faces in becoming superhuman coding agents, including the need for context and the ability to learn continuously. This segment underscores the transition from human-driven coding to AI-assisted development.
"AI can make forward progress on a task. And it's gone up from, you know, seconds to I think I I don't know the details of how these numbers are actually gotten but I think someone's claiming some of t..."
Truell explores the limitations of current user interfaces in programming, suggesting that future interactions may require more intuitive methods than simple text boxes. He proposes that advancements in programming languages and direct manipulation of user interfaces could enhance how developers interact with AI, making coding more efficient and user-friendly.
"the task of making coding agents superhuman. And then you know one thing I will note kind of hearkening back to a last response is that even if you had something you could talk to that was human level..."
In this segment, Truell reflects on the importance of aesthetics in software design and how AI models are currently lacking in this area. He discusses the need for human designers to guide AI in understanding aesthetic principles, emphasizing that while AI can assist in coding, the human touch in design remains irreplaceable.
"actually, you know, be able to they need to be able to see actually. Yeah. And it's been interesting seeing them improve at the aesthetic side of things. And I think that that's actually like an inter..."
Truell asserts that the future of software engineering will hinge on the concept of 'taste.' He explains that while AI may automate many coding tasks, the ability to define what to build and how it should function will always require human insight. This segment highlights the evolving role of developers as they transition from coders to logic designers.
"um it's kind of a hack around the continual learning problem. So given this sort of future that everyone's building towards and you're certainly a leader uh at the forefront of it, you know, what do y..."
Truell discusses the potential for AI to significantly enhance productivity in software development. He notes that as AI tools mature, they will streamline the coding process, allowing developers to focus on higher-level tasks. This segment emphasizes the transformative impact of AI on the speed and efficiency of software projects.
"There's that quote, good people will help you hit, you know, this bar, but the truly great, the truly masterful they uh, you know, hit a bar that you can't even see. Yeah. So, and that requires taste...."
In this segment, Truell shares insights from his experience in biotech software development, illustrating the challenges faced by companies without a core software competency. He predicts that as AI tools improve, more niche software solutions will become accessible, enabling companies to innovate without needing extensive in-house engineering teams.
"largely they're bottlenecked on engineering capacity. I think all of that will just just improve a ton. I think that you know one second order effect two will be many more pieces of niche software wil..."
Truell recounts the early days of Cursor, detailing how he and his co-founders were inspired by their experiences with AI and programming. He reflects on pivotal moments that motivated them to create a company focused on AI-driven software development, emphasizing their ambition and the potential for AI to revolutionize the industry.
"them. The physics of digital space already, are, so, great, but, I, think that that's just going to you know get turned up many notches into the future. Things that you want to want to happen on compu..."
Truell explains the initial focus of Cursor on creating AI tools for mechanical engineering and how the team pivoted to software development. He discusses the challenges they faced and the realization that their true passion lay in software, setting the stage for Cursor's evolution into an AI-assisted programming platform.
"to pick an area of knowledge work and then work on what that knowledge work became as AI got more mature. We were very interested in the shape of a company where you build build a product for for that..."
In this segment, Truell elaborates on the complexities of developing AI for 3D modeling, highlighting the difficulties of predicting user actions and simulating geometry. He discusses the need for extensive data scraping and the limitations of existing AI models in handling CAD applications.
"And it's a an interesting problem. It's one that academics have worked on. It's actually one that Deep Minds worked on a bit too. And and these were not large language models per se. You can do it ent..."
Truell reflects on the importance of user interviews and firsthand experience in understanding the needs of mechanical engineers. He suggests that working directly in the field could have provided invaluable insights, emphasizing the need for deeper engagement with end-users in product development.
"the what the final thing looks like. It's pretty tricky. But we worked on that for a bit. Uh we there was a ton of data work to do there, a ton of data scraping where there's CAD data that exists on t..."
Truell discusses the early efforts in training large language models and the technical challenges faced. He shares insights on behavior cloning and the significance of scaling AI training, noting how these experiences laid the groundwork for Cursor's current capabilities.
"Yeah. I guess alongside that you were also getting into training your own models to be able to do this which were you know and using RL and that was very useful and also learning how to spin up you kn..."
In this segment, Truell explains the decision to pivot from CAD to coding, driven by personal interest and the recognition of the potential in AI-assisted programming. He discusses the confidence gained from observing industry progress and the belief that coding would fundamentally change in the coming years.
"um for for the cursor experience. So one of the things that's I mean a incredibly brave but also incredibly precient was to take a moment and say actually we don't know enough about CAD you know we ne..."
Truell emphasizes the importance of anticipating advancements in AI technology. He reflects on the rapid developments in 2022, including significant model improvements and the need for companies to adapt to these changes. This foresight is crucial for staying ahead in the evolving landscape of AI-driven software development.
"the ceiling was just just so high and it really didn't seem like the existing players in the space were were aiming for a completely different type of coding. didn't seem like they had that ambition. ..."
Truell shares a key strategic decision made by Cursor: to develop a standalone editor instead of a simple extension. This choice stemmed from a vision that programming would increasingly rely on AI models, necessitating a more integrated user interface. He discusses the challenges and insights gained from observing the development of GitHub Copilot, emphasizing the importance of a controlled environment for future programming.
"an interesting development. Heard it rumored that to go from GPD3 which you know had existed for a while and didn't you know impress some people but was certainly not the breakout moment chachbt was t..."
In this segment, Truell recounts the early struggles of Cursor's development, including the decision to initially build their own editor from scratch. He explains the iterative process of refining their product and the importance of adapting to user needs. This narrative highlights the resilience required in the startup journey and the significance of making informed product choices based on market insights.
"the time. And yeah, that came from a place of thinking all of programming is going to flow through these models. It's going to, look, very, different, in, the future. You're going to need a controlled..."
Truell discusses the timeline of Cursor's growth, detailing the transition from initial development to public beta release. He reflects on the importance of iterating in public and the gradual increase in user engagement. This segment illustrates the challenges of scaling a tech startup and the critical metrics that guided their progress, emphasizing the need for patience and strategic planning in achieving success.
"thing of of autocomplete but even after they got autocomplete to work um they needed to make changes at the editor level they couldn't do it entirely as an extension they had to go and change things i..."
In this segment, Truell outlines the key performance indicators that Cursor monitored to gauge success, focusing on user retention and engagement. He explains the significance of paid power users and how their usage patterns informed product development. This discussion highlights the importance of understanding user behavior in driving product improvements and sustaining growth in a competitive market.
"product building out the team. Also not just the product side of things but also starting to get the first versions of custom models behind cursor to power you know underneath cursor. um that things s..."
Truell shares insights into the hiring strategy at Cursor, emphasizing the importance of carefully selecting the first team members. He discusses how the right hires can accelerate growth and maintain high standards within the company. This segment underscores the critical role of team dynamics in a startup's success and the need for a strong foundational team to navigate future challenges.
"sustainable. Paid power users that was what we you know it wasn't DAUs MAUs or anything like that. It was are you using this every single day for your work? That's what we were trying to get up. And t..."
In this segment, Truell elaborates on the strategy of hiring slowly at the beginning to ensure quality. He discusses how the right initial hires can create a strong foundation for the company and act as a filter for future candidates, maintaining high standards.
"really kind of dialed in and taking off. Who were some some of the first tire? I mean I assume more engineers but you know so we agonized over the first hires and I think that if you want to go fast o..."
Truell addresses the challenges of evaluating engineering talent in an age dominated by AI tools. He shares how Cursor conducts technical interviews without AI assistance to assess fundamental programming skills, ensuring that candidates are not unfairly disadvantaged.
"go faster in the future is if someone comes in and they're not a great fit these people will act as an immune system against that, right? And they will be kind of keepers of holding the bar really hig..."
As Cursor scales, Truell discusses the importance of maintaining a hacker mentality within the team. He shares insights on how the hiring process and project collaboration can foster passion and creativity among engineers, ensuring a vibrant company culture.
"disciplines where we are this company that needs to be something in between a foundation model lab and a normal software company and the models and product have to work together under one roof and so ..."
Truell reflects on the future of Cursor and the need for adaptability as the company grows. He emphasizes the importance of hiring passionate individuals and fostering an environment that encourages experimentation and innovation.
"it harder at times to even figure out how do you uh evaluate great engineers? Has that changed over time for you as you know, literally your own product has become more and more common? Do you select ..."
In this segment, Truell compares the current AI development landscape to past tech markets, highlighting the potential for significant advancements. He discusses the importance of distribution and user feedback in refining Cursor's product and models.
"without AI is still a really great timeboxed test for skill and intelligence and kind of the the things that you would always want someone on your team to to have. um as a programmer. But then the oth..."
Truell draws parallels between Cursor's journey and the evolution of consumer electronics, emphasizing the need for breakthrough moments in technology. He discusses the importance of pushing the frontier to achieve significant gains in the AI-assisted coding space.
"I do. Yes. It's something we think about a lot uh because I think that cursor in the future will have to look very different from cursor of today. One I I think you can do it by hiring the right peopl..."
As the conversation wraps up, Truell expresses his excitement for the upcoming decade, predicting a revolution in the ability to create and build software. He envisions a future where AI tools make software development accessible to a broader audience.
"usually you're probably not going to be super willing to do that if you're maybe just view it as a job and you're applying to a bunch of of technology companies at the same time. So I think a big way ..."