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onlyrealcuzzoyesterday at 6:47 PM3 repliesview on HN

> Really impressive how they've made this jump from being called the vscode fork with no moat just a couple of months ago.

Impressive, yes. But they still don't have a moat...


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infectoyesterday at 10:26 PM

I am not sure we should dismiss what they have today. Nobody has yet to come close with a full package ide that works well for coding. Is that not a moat? It is easy for my to in my head discount it, thinking that I could build something myself but between autocomplete and their workflow for agent use, it feels like they have some tangible moat emerging.

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alach11yesterday at 9:40 PM

Isn't a large user base and the data collected from those users a moat of sorts?

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kkukshtelyesterday at 7:42 PM

And its still just a vscode fork

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