Competitive Landscape - Startups face existential threats and must ship products quickly to survive [1] - Larger companies like Amazon may not face the same immediate pressure to deliver high-quality products, as employees' jobs may be more secure [1] - The company believes that if it had shipped a product of similar quality to some hyperscalers, it would have been out of the market a year ago [1] Product Development - Startups need to ship products fast to survive [1] - The quality of the product is critical for the company's survival in the market [1]

The hyperscalers have taken very good cashefficient businesses and they would break Mr.. Buffett's heart because they've turned them into capex hogs. Right? Microsoft, Amazon, Google, Facebook all have had capex as a percentage of free cash flow go up significantly. Now, as she pointed out, the good news is in the last four or five years, free cash flow themselves have grown. So, your cash flow hit hasn't been enormous. It's only been about a 10% decline in free cash flow, right? It hasn't been horrific. In ...

If you look at cursor, what have they done well that you've learned from. I think they took a really good approach on building highquality UIUX and that actually proved to be what people really loved. And I think that's very impressive that they were able to do this right off the bat.That's not actually what our initial intuition was for us to go out and build Windsor. We actually felt that we needed a massive technical breakthrough of actually a new product experience. That was the only reason why we decid ...

I hear you were like almost dead for like 4 minutes. I did flatline for 4 and 1/2 minutes. You know, I had a whole experience of being on the other side.My blood pressure had plummeted and the machines had not alerted the nurse. My mom goes downstairs to get my dad and my brother and she's coming back up the elevator and she hears over the loudspeaker code blue in room 437. And my mom works in a hospital so she knows that means flatline and she knows that's my room.So, she gets out of the elevator. She runs ...