alt Hacker NewsCursor is mostly an IDE / coding-agent harness company. So it probably makes sense for them not to train their own base model, but instead license something like Kimi and fine-tune it for their own harness and workflows.
Their moat looks pretty thin. A VSCode fork with an open-source LLM fork on top. In the fast-moving coding-agent market, it’s not obvious they keep their massive valuation forever.
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maronato • today at 5:01 PM
The problem is that it seems they didn't license it: https://pbs.twimg.com/media/HD2Ky9jW4AAAe0Y?format=jpg&name=...
NitpickLawyer • today at 10:44 AM
> Their moat looks pretty thin.
Their value is in the data they've collected and are collecting. Usage, acceptance rate, and all the connected signals. Plus having a large userbase where they can A / B test any finetune they create.
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There is a plausible scenario in which software engineering requires a very finite amount of intelligence, in which sota models will be used mainly for other things and where for coding the harness will become increasingly more important than the model.