> Claude Code is arguably the best tool in its category at the moment. They have the developer market locked in.
I am old enough (> 1 year old) to remember when Cursor had won the developer market from the previous winner copilot.
Google or Apple should have locked down Anthropic.
If they had, they would have killed it.
Google should be stomping everyone else but it's ad addiction in search will hold it back. Innovators dilemma...
Cursor still wins over Claude Code because Cursor has privacy mode
> Cursor had won the developer market from the previous winner copilot
It’s a fair point, but the counter-point is that back then these tools were ide plugins you could code up in a weekend. Ie closer to a consumer app.
Now Claude Code is a somewhat mature enterprise platform with plenty of integrations that you’d need to chase too. And long-term enterprise sales contracts you’d need to sell into. Ie much more like an enterprise SAAS play.
I don’t want to push this argument too far as I think their actual competitors (eg Google) could crank out the work required in 6-12 months if they decided to move in that direction, but it does protect them from some of the frothy VC-funded upstarts that simply can’t structurally compete in multi-year enterprise SAAS.