alt Hacker News> 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.
Replies
_puk • today at 10:54 AM
There were conversations in the team yesterday about how Cursor's cloud agents are still ahead of Claude from a UX perspective.
Obviously we're running both, using the right tool for the job.
There is stickiness there from being early. That will be hard to replicate.
genthree • today at 2:44 PM
I hope for their sake they're using real metrics internally, and not whatever nonsense they're using to calculate stuff like "% written by LLM" in their dashboard, because that's... very wrong.
That's every harness including VC Code Copilot.
People home about Teams sucking, but its market share is several times that of Slack because of distribution.
I guarantee that Microsoft has even more data.