Artificial intelligence

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Aparna Chennapragada: Yep, absolutely. Lenny Rachitsky: Awesome. You did mention Robinhood, I think in that example. That was another good example of phones- Aparna Chennapragada: Yeah, I mean, talk about the business model of, again, not having a zero fees. And again, that combination of all of these things is what can unlock it. You can't just say, "Oh, we'll just have a much more better intuitive interface and hope that people will switch to it." Lenny Rachitsky: Okay, so speaking of zero-to-one products, I'm going to take us to a occasional segment on this podcast that I call Hot Seat Corner. And I have a question for you that is on my mind and it's come up in a couple recent podcasts actually. So there's these companies like Cursor, VZero, Lovable, Bolt, Replit that are the fastest growing company's history. I just saw that Cursor hit 300 million ARR in two years. Interestingly, you guys were very well positioned to do really well in this space, this AI coding tool space. You guys had Copilot, the first tool in the world at this stuff, so ahead of everyone. You build VS Code, which is what all these companies are forking to build on. You have incredible AI infrastructure, incredible AI talent. So this could have been your market. What happened? What happened, Aparna?

You have incredible AI infrastructure, incredible AI talent.

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