Bolt

Cursor's Third Era: Cloud Agents — ft. Sam Whitmore, Jonas Nelle, Cursor

Mar 6, 2026 · 1:11:18

Cursor's Sam Whitmore and Jonas Nelle detail their Cloud Agents launch, where agents get full cloud VMs to onboard repos, run code, and test changes end-to-end before returning PRs with demo videos and remote desktop access. The model decides whether to test (with /no-test to skip and /repro for bug reproduction videos). Videos cut review time by letting humans watch 20-second clips instead of giant diffs. Cursor supports parallel model swarms via best-of-N—running multiple models head-to-head on the same prompt—and subagents for context management, plus a long-running 'grind mode' for multi-day tasks. They predict cloud agents will surpass local agents in volume by year-end, driving per-developer spend to thousands per month and creating new bottlenecks in CI/CD and production pipelines.

Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures

Nov 14, 2025 · 1:26:59

Deedy Das of Menlo Ventures returns to explain how Anthropic became the fastest-growing software company ever (zero to billions in revenue) and why Glean’s boring enterprise search moat of hard integrations and ranking problems is harder than competitors think. He reveals the $100M Anthology Fund’s strategy: backing OpenRouter, Goodfire, Prime Intellect, and Whisper—companies that solve thorny infrastructure or research problems rather than chasing apps. Das argues that model-layer companies will capture most value because building great models is harder than building apps, and that Anthropic’s product innovations like Claude Code emerge from a culture that lets researchers experiment freely. He also warns that vibe coding is becoming a cognitive crutch for engineers, eroding deep problem-solving skills, and discusses how enterprise AI market share has shifted dramatically: OpenAI went from 50% to 20%, while Anthropic rose from 12% to 32% of enterprise LLM API spend.

⚡ Inside GitHub’s AI Revolution: Jared Palmer Reveals Agent HQ & The Future of Coding Agents

Nov 10, 2025 · 35:52

Jared Palmer, SVP at GitHub and VP at CoreAI at Microsoft, traces his journey from building v0 at Vercel—a focused Next.js coding agent that grew from $1M ARR to millions more after adding chat—to launching Agent HQ at GitHub Universe, a collaboration hub for developers and coding agents. He explains how v0's success came from laser-focus on one stack and framework, and how GitHub's 180M developers enable scaling agent-based workflows. Palmer discusses model strategy tradeoffs (composite vs. branded models), the challenge of repo setup and infrastructure reliability, and using coding agents for non-coding tasks like automating Excel workflows. He reveals Stacked Diffs as GitHub's top feature request, with active exploration after previous attempts, and outlines his vision for seamless AI integration across GitHub, VS Code, and Actions, including features like resolving merge conflicts with AI.

⚡️No, Don't Do Palantir for AI - Brendan Falk, Hercules (AUDIO FIXED)

Sep 18, 2025 · 35:08

Brendan Falk, founder of Zeus (now Hercules), explains why he abandoned his vision to become 'Palantir for AI' after six months of enterprise AI transformations. Targeting Global 2000 companies with $5–10M contracts, he found that each use case required custom development, messy data, and high ongoing maintenance, with work scaling poorly across contract sizes. He also faced existential threats from specialized vendors like Decagon and Sierra, who could outspend and out-focus on single use cases. Falk pivoted to Hercules.app, an AI website builder that ships production apps, white-labeling payments and email. He argues the app builder market (Wix, Squarespace, Shopify) will expand with AI, and that brand and ease will sustain higher margins than developer tools like Cursor.

⚡️Launching Ona: Coding Agent with Fully Sandboxed Cloud Environment

Sep 1, 2025 · 33:44

Gitpod co-founders Johannes Landgraf and Chris Weichel launch Ona, a coding agent platform with fully sandboxed cloud environments, arguing that the future of development is parallel agent-driven work rather than mono-focused IDEs. They explain their rebrand from Gitpod to Ona, driven by their product outgrowing the technical name. Ona provides reproducible dev environments via dev containers and automations YAML, runs any Linux workload, and by default gives agents full autonomy (Yolo mode) since environments are ephemeral and risk-free. They dogfood heavily—75% of their PRs are co-authored by Ona. Key challenges include file edits (they settled on Anthropic's string replace tool) and underspecification by users. Pricing follows a credit model blending compute and token usage, with enterprise VPC deployment and $100 in credits for new self-serve users. They envision IDEs shifting to interfaces supporting parallel tracks, but currently offer one-click transitions to desktop editors like Cursor.

The Agent Network — Dharmesh Shah, Agent.ai + CTO of HubSpot

Mar 28, 2025 · 1:42:28

Dharmesh Shah, founder of Agent.ai and co-founder of HubSpot, defines an AI agent broadly as AI-powered software that accomplishes a goal, and argues that the next frontier is multi-agent systems and shared memory across agents. He reveals Agent.ai has 1.3M users and 3,000 published agents, positioning it as a professional network where agents have profiles, post release notes, and can be composed via MCP servers. Shah contrasts work as a service (paying for the work done) versus results as a service (paying for outcomes), warning that results-based pricing only works for objectively measurable, low-variance tasks like customer support tickets. He advocates for MCP as the standard for agent-tool discovery, and shares his personal engineering philosophy of preferring under-engineering over over-engineering because the cost to fix later trends toward zero with AI code generation. Shah also discusses his domain investing strategy (owning chat.com, prompt.com, crew.ai), his rule against competing with Sam Altman, and the 'Sorry Must Pass' framework for managing overwhelm by defaulting to no.

Fullstack-Bench: The Eval for Coding Agents — with Sujay Jayakar, Chief Scientist, Convex

Mar 19, 2025 · 31:13

Sujay Jayakar, Convex chief scientist, presents Fullstack-Bench, a benchmark evaluating how well AI coding agents build full-stack apps on Convex, Supabase, and FastAPI+Redis, finding Convex’s tight feedback loops and strong abstractions let agents autonomously complete tasks within time limits. The benchmark tests three tasks (chat, to-do, files) across three backends with 30-60 minute limits and human hints. Convex succeeded autonomously on chat and to-do tasks, while Supabase agents struggled with RLS policy debugging and FastAPI agents with manual SSE wiring. Sujay discusses how platform design impacts AI code generation: simple procedural code, strong abstractions, and guardrails like end-to-end type safety improve LLM performance. He notes that API choices matter—things too similar to Firebase but not exact cause hallucinations—and that models like Claude 3.7 sometimes regress on platform-specific evals. The episode concludes with Convex’s focus on enabling AI-generated backends and anticipation of new agent workflow patterns.