The speaker believes user experience, prompt engineering, and context retrieval offer substantial opportunities for differentiation around AI models.

“that's a very big risk for for anthropic in my opinion uh to just be like okay like gemini's best next week cursor moves like cursor i think is some very significant portion of their revenue i don't totally know like is the short answer but the certain north star for us is like can we build the best user experience around these like around the models i do think there's a bunch of alpha in terms of like”

“what's the UX like what's the prompt engineering like what's the context retrieval look like but yeah we're competing with them and it's they have more money than us that's for sure they have more people they have a bigger brand like they have a bunch of advantages that we don't have but we have some advantages too we actually have a lot of developers using warp by the way which is a very significant advantage it's a good thing for us that we started building up that user base a while ago”