I'm sure this seemed like a great idea a year ago (they first mentioned it with their Series B).
But a lot has changed in those 12 months.
Frontier models and coding agents have advanced so much that I don't really see much value in this anymore.
Not sure the DeltaDB based features really add anything significant compared to the alternatives.
I reckon the game here has to be adding a service that stores the data and runs agent sessions?
The product is not an IDE, it is exactly the agent-native experience you're saying is required for current gen models.
To be fair: a year ago the editor was in the center and the AI chat was in the sidebar-- Cursor.
Here they've moved the AI chat to the center and code editor has been pushed to the side.