The Focus Thesis: Extreme focus on narrow, high-value domains creates advantages that well-funded competitors cannot easily overcome. Go deep before going wide.
Cursor has become the fastest-growing SaaS company of all time.
Why Cursor won:
AI-native architecture built for agents from day one, not bolted on
Composer model is proprietary and “4x faster than similarly intelligent models”
Multi-agent interface enables up to 8 agents in parallel on a single prompt
Background agents run tasks in remote environments
The Cursor endorsement: Jensen Huang called it “his favorite enterprise AI service”—the promotional equivalent of Michael Jordan lacing up Nike sneakers in 1984.
Market context: AI coding represents $4.0 billion of $7.3 billion departmental AI spending—55% of all departmental AI spend goes to coding tools.
Glean: The Enterprise Search Leader
Glean demonstrates how focus on a specific enterprise problem creates massive value.
The Glean Advantage: Enterprise search is a horizontal need touching every department. Solving this specific problem exceptionally well creates an entry point for broader agent deployment.
Replit and Claude Code: The Accessibility Play
Replit positions itself as the accessible entry point for AI-powered development. The Google partnership targets enterprise “vibe-coding.” Agent 3 enables 200 minutes of continuous autonomous runtime.
Claude Code demonstrates how focused products drive massive revenue—run-rate reached $1 billion as announced in December 2025.
Critical Highlight
This archetype wins when it attaches to budgets with measurable productivity. It’s the shortest path to “show me the money.”
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
