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I agree with you and I personally use Cursor. Just don’t see how there’s a moat that makes it worth $60b.

A team could build an AI IDE in a week, this could be a race to the bottom



As someone put in the unfortunate position of building an AI IDE in three weeks, I assure you it's much more difficult than it seems. Sure, we were able to get something working with all the features you would expect, but the performance was awful. Claude Code, Cursor, and others do a lot of tweaking based on a lot of experience in order to make their systems give good results. There is more to getting good results than just using a good model.




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