Yannick Veys - Marketing & Growth Profile picture
May 13 16 tweets 5 min read Read on X
Silicon Valley has a new PRODIGY.

At just 25, Michael Truell has built a $300M editor that's making GitHub Copilot look like a toy.

By eliminating the tedious parts of coding, he's helping developers achieve in minutes what used to take days.

This is his story: Image
Image
Meet the MIT dropouts behind @cursor_ai’s REVOLUTION:

@mntruell, @sualehasif996, @amanrsanger, and @ArVID220u built a $2.6B coding powerhouse with barely 60 employees.

This team built custom AI models that make engineers 10X more productive. Image
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u Michael Truell, Cursor's CEO, doesn't just want to build a better code editor.

His vision? To invent an entirely new type of programming.

"A world after code... where being an engineer starts to feel like being a logic designer."
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u The results are historically unprecedented:

$0 to $100M ARR in just 12 months
$300M ARR in 2 years

With exponential growth that shows no sign of slowing down. And they've done it with a team of just ~60 people. Image
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u But here's what everyone misunderstands about Cursor:

It's NOT just a ChatGPT wrapper.

Every "magic moment" in Cursor involves custom AI models they built in-house – something they never expected to need when starting out.
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u The current AI coding hype is trapped in two limiting mindsets:

1. "The future looks like today but with AI assistance"
2. "You'll just chat with a bot and it builds everything"

Cursor believes both are fundamentally wrong.
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u The future won't be programming languages like TypeScript or Python.

It won't be chatbots either (too imprecise).

It'll be a new representation of software logic that looks more like English – a high-level pseudocode you can edit and control.
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u What skills will matter in this new world?

TASTE.

"Being an engineer will start to feel like being a logic designer... it will be about specifying your intent for how exactly you want everything to work."
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u The surprising part? Engineers will be able to be LESS careful.

Current coding requires extreme precision and carefulness.

Tomorrow's engineers will focus more on design choices and less on implementation details.
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u What about moats in AI?

"The sad truth for people like us, but the amazing truth for the world is there are many leapfrogs that exist."

This isn't a market for complacency. The ceiling is just too high.
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u Why Microsoft Copilot isn't dominating:

1. This market isn't friendly to incumbents
2. You can easily try different tools and decide which is better
3. The original Copilot team has scattered to other companies
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u The biggest lesson they learned?

"Many people you hear hire too fast. I think we actually hired too slow to begin with."

They delayed growing the team to ensure they had the right people – a mix of intellectual curiosity and intellectual honesty.
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u Will AI replace engineers? Not anytime soon.

"The demand for software is very lasting... If you could bring down costs by 10x, we would have tons more stuff that we could do on our computers."
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u Want to be successful with tools like Cursor?

1. Break tasks into smaller chunks instead of one giant prompt
2. Explicitly test the limits of what AI can do (on side projects, not production code)
3. Build an intuition for what works and what doesn't
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u The future of programming is coming fast.

The question isn't if traditional coding gets replaced, but when and how.

The companies that understand this shift will build the tools that create all the world's software.

And right now, Cursor is leading the way.
@cursor_ai @mntruell @sualehasif996 @amanrsanger @ArVID220u Want the full story from Michael Truell himself?

He rarely does interviews (Lex Fridman being his only other podcast), but this deep dive is worth your time.

Watch his candid conversation with @lennysan here:

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More from @Yannick_Veys

May 12
How Clay turned $30K ARR into a $1.3B valuation in 36 months:

While ZoomInfo ($1.2B revenue) trades at 3x multiple, Clay just raised $50M at 43x multiple with just $30M ARR.

A billion-dollar playbook for founders seeking product-market fit: Image
Behind @clay_gtm’s meteoric rise?

A product genius paired with a hungry GTM maverick.

@kareemamin (engineering wizard from Venmo) + @vxanand (joined with zero GTM experience but "passion and energy") have built what ZoomInfo execs fear most. Image
@clay_gtm @kareemamin @vxanand When Varun joined as GTM co-founder, Clay was nearly dead:

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• $30K total ARR
• No real product-market fit
• Most customers about to churn

No experience, no playbook, no fancy strategy. Image
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Apr 30
Neil Patel built a $100M marketing empire by spotting trends years before everyone else.

Here's the future of marketing according to the man who's always been right: Image
Neil Patel's 8-figure agency helps clients rank for 7,000+ keywords.

With 1M followers across socials, he's made $41M+ from his marketing expertise.

He co-founded the podcast “Marketing School” with Eric Siu, the founder of Single Grain, a digital marketing agency that has worked with Uber, Amazon and Salesforce.Image
Neil redefined SEO as "Search Everywhere Optimization" after research showed it takes 11.1 touchpoints to convert prospects.

You need to be everywhere:

• Twitter searches
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Apr 28
How a 19-year-old college dropout built India's fastest-growing startup worth $5 BILLION.

Not through crypto, apps, or social media.

But by delivering groceries in just 10 MINUTES where Amazon and Zomato failed.

Here's why the entire industry is scrambling to catch up: Image
Meet @aadit_palicha

When COVID hit, his Stanford freshman year got postponed. Stuck in Mumbai with nothing to do, he and his co-founder started a WhatsApp group delivering groceries for neighbors.

What began as a pandemic project became India's fastest unicorn. Image
Image
@aadit_palicha While the giants built models optimized for their logistics networks, Zepto spotted the fundamental disconnect:

Indian consumers don't shop like Americans.

They buy smaller amounts 4x more frequently, with fewer cars and refrigerators for bulk purchases.
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Apr 21
Neil Patel just dropped a bombshell.

His $100M company is helping Fortune 100s weaponize AI.

And he says: “Most companies are using AI completely wrong.”

Here are the 9 AI insights he just recently revealed: Image
For those who don't know: @neilpatel co-founded @NPDigital (750 employees), ranks #21 on Inc 500, advises companies like Amazon and Microsoft,

He’s built a following of 1M+ followers across social media, and his marketing blog gets 4M+ monthly readers.

The Wall Street Journal calls him a top influencer.

His insights on AI:Image
@neilpatel @NPDigital 1.) AI adoption has exploded beyond imagination.

ChatGPT hit 1 million users in just 5 DAYS.

Compare that to:

→ Netflix: 40+ months
→ Instagram: 2.5 months
→ Facebook: 10 months

AI is now the fastest-adopted technology in human history. Image
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Apr 18
Tony Xu believes in “Outside-in thinking”.

Not just Xu — Jeff Bezos, Steve Jobs, and Elon Musk swear by it too.

Here's what it really means, why it works, and how DoorDash used it to dominate food delivery: Image
Most founders ask customers: "What problems do you have?"

Tony did something different.

He wanted a complete understanding of Doordash and his customer's journey. The full picture.

He achieved this.

That's why it's worth $75B today and why the co-founder of Y Comb said this:
He was customer obsessed. It led him to the big idea.

A macaroon shop owner showed them a thick booklet of delivery orders she'd turned down.

Instead of just noting it, they pulled on that thread until they discovered a massive untapped market.
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Apr 16
Yesterday, I watched Kevin Scott (Microsoft’s CTO) discuss the future of AI over the next 5 years.

He revealed:

• China's AI progress
• The mistake most AI companies make
• How AI is already outperforming doctors

His 7 mind-blowing insights on where AI is heading: Image
Firstly, Kevin Scott isn't your average tech exec.

Microsoft's CTO, former LinkedIn engineering chief, and startup investor who's seen it all.

The guy shaped how AI is built at two tech giants and how billions interact with technology daily.

His 7 powerful insights on AI: Image
1.) "Models aren't products. They're only valuable to the extent that you connect them to things users need via product."

Translation: Don't get distracted by fancy AI tech. Focus on solving real problems people care about.
Read 15 tweets

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