Supabase

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.

0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)

Dec 2, 2024 · 1:36:42

Eric Simons of Bolt.new/Stackblitz and Itamar Friedman of Qodo discuss Bolt.new's viral growth from $4M ARR in four weeks to over $8M ARR in two months as a Claude wrapper, driven by its in-browser WebContainer OS that eliminates local dev setup. They contrast Bolt's '0 to 1' creation for non-developers with enterprise-focused agents like Qodo's testing and code review tools, arguing that specialized agents outperform general-purpose ones. Simons details how WebContainer's unified sandbox enables error self-healing loops, while Friedman explains AlphaCodium's task-breaking that boosted o1 preview to 93rd percentile on Codeforces. The episode covers open-source strategy, pricing tiers ($20 to $200/month), and founder advice on ignoring expert doubt to ship fast, illustrated by Simons' Ironman completion while launching Bolt.