As I mentioned in LinkedIn, there's one more big thing that I think deserves a mention - Cursor has finally opened their API for third-party integrators.
This has allowed us to be the first product-focused company to launch our agents management model. After you define what your product team is going to be working on and what are those requirements, it will be broken down into the right tasks for Cursor and/or agents will manage that development end-to-end.
By the time that you create tasks for your engineers, they have a draft PR for everything they need to do.
I just saw the news about Oracle delaying OPEN AI Data Centers from 2027 to 2028. It seems like companies are deleveraging Sam Altman risk premium. Lots of fragility here. Am I reading this well?
When Anthropic CEO met with Aaron Sorkin onstage at NYTimes' Dealbook, Amodei said something to the effect of, "We're not willing to take on as much risk as some other people in AI whom I will not mention."
I look at this in a similar way to the rise of APIs and their management.
Vijil, which I wrote up last week, seems to have a good handle on agent creation and validation. But Microsoft is looking at being the single source of truth for agentic AI management.
Of course, everyone right now is predicting hockey-stick growth.
As with the Internet and blockchain, the truth may fall somewhere in between and take longer to realize.
An incredible write-up, as always, Mike.
As I mentioned in LinkedIn, there's one more big thing that I think deserves a mention - Cursor has finally opened their API for third-party integrators.
This has allowed us to be the first product-focused company to launch our agents management model. After you define what your product team is going to be working on and what are those requirements, it will be broken down into the right tasks for Cursor and/or agents will manage that development end-to-end.
By the time that you create tasks for your engineers, they have a draft PR for everything they need to do.
Wow, Jorge - this is an amazing breakthrough!
Kudos to you & the entire Zentrik team.
Thank you, Michael! I can't wait to share it with the market :)
If anybody is interested in learning more about this, please reach out to me on LinkedIn.
To learn more about Zentrik, explore a sandbox => http://zentrik.ai/
That was a great summary Mike! I didn't know about Cursor's valuation. Thank you for sharing and happy weekend!
Similarly to Apple, Karo, I think Cursor is a great example of the benefits of a niche strategy focus, and how much massive value it can generate.
Excellent summary Mike. Good learning.
Thanks, Juan!
Any companies or moves you're keeping a close eye on?
Certainly, OpenAI releasing 5.2 ahead of schedule yesterday to stay competitive with Google's Gemini 3 is a huge one...
I just saw the news about Oracle delaying OPEN AI Data Centers from 2027 to 2028. It seems like companies are deleveraging Sam Altman risk premium. Lots of fragility here. Am I reading this well?
Yes, that's a great deeper-level callout, Juan.
When Anthropic CEO met with Aaron Sorkin onstage at NYTimes' Dealbook, Amodei said something to the effect of, "We're not willing to take on as much risk as some other people in AI whom I will not mention."
It’s clear!
Thanks, NF!
I look at this in a similar way to the rise of APIs and their management.
Vijil, which I wrote up last week, seems to have a good handle on agent creation and validation. But Microsoft is looking at being the single source of truth for agentic AI management.
Of course, everyone right now is predicting hockey-stick growth.
As with the Internet and blockchain, the truth may fall somewhere in between and take longer to realize.