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ryo lu

T3 · host / generalist
2 calls·2 names·100% bull·last heard 9 months ago·a16z
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$CURSORCursorposition

Cursor evolves from dev tool to universal AI interface for software creation

Cursor is intentionally expanding beyond professional developers to serve designers, PMs, and non-technical builders by making the agent interface accessible through configurable views, positioning it as an 'everything app' that absorbs design, code, and documentation workflows into a single codebase-centric platform.

a16z2025-11→
2ndmedium conviction
$NOTIONNotion

Notion's block-based architecture enables flexible conceptual product design

Notion's core innovation is a simple universal data model (blocks as JSON objects, pages as arrays, databases as structured views) that allows infinite composability while maintaining conceptual simplicity, contrasting with purpose-built tools that silo workflows.

a16z2025-11→

most discussed · click a bar to filter

recurring themes

2 total
$CURSOR
Cursor
HIGHryo lu·a16z·9 months ago· position
Cursor evolves from dev tool to universal AI interface for software creation
Cursor is intentionally expanding beyond professional developers to serve designers, PMs, and non-technical builders by making the agent interface accessible through configurable views, positioning it as an 'everything app' that absorbs design, code, and documentation workflows into a single codebase-centric platform.
"cursor like is still like our primary focus is on professional developers and teams. Um but because of that like people around them are already here... I want to make sure that wh…"
24:14
$NOTION
Notion
MEDryo lu·a16z·9 months ago
Notion's block-based architecture enables flexible conceptual product design
Notion's core innovation is a simple universal data model (blocks as JSON objects, pages as arrays, databases as structured views) that allows infinite composability while maintaining conceptual simplicity, contrasting with purpose-built tools that silo workflows.
"notion is a pure conceptual product meaning every single concept was designed by a person... each block is almost like a JSON objects a page is just a array of JSON objects and th…"
22:05