The speaker sees a significant risk to Anthropic if Gemini becomes the best model and Cursor moves to it, given that Cursor may represent a significant share of Anthropic’s revenue.

“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”