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2025 in Review, Cursor Acquires Graphite, TikTok's $50B Profit | Michael Truell & Merrill Lutsky, Pranav Myana, Anna Goldie, Edward Mehr

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Dec 19, 2025
Michael Truell, CEO of Cursor, and Merrill Lutsky, co-founder of Graphite, discuss the exciting acquisition integrating AI-driven coding with enhanced developer collaboration. Pranav Myana sheds light on the future of space-based data centers, tackling challenges like cooling and launch costs. Anna Goldie from Ricursive Intelligence shares her vision for AI-driven chip design, while Edward Mehr showcases Machina Labs' innovative portable robots for manufacturing. Together, they explore the tech landscape's advancements and future potential.
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INSIGHT

ByteDance Nears Meta-Level Profitability

  • ByteDance is on track for roughly $50B profit in 2025 and rivals Meta in earnings.
  • Hosts highlighted TikTok's expansion into e-commerce and global growth despite U.S. scrutiny.
INSIGHT

AI Agents Shift The Dev Bottleneck

  • Agents and AI radically changed software development in 2025 by moving from short assistance to handing off whole tasks.
  • Michael Truell and Merrill Lutsky say the bottleneck moved from writing code to reviewing and merging it at scale.
INSIGHT

Editor And Review Surfaces Should Merge

  • Cursor accelerated feature development so fast that Graphite became essential to manage review throughput.
  • Merging editor and review surfaces aims to remove context switches across the dev lifecycle.
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