why this is a surprise? I have 0 reasons to buy IDE in 2026.
Their main moat was smart refactor, and a few other nice tools to debug. regardless of what you think about coding is done, agents and your harness is the best tool. I heard they doing business accelerator to find a new business ideas. But as a company, hardly imagine anyone buying expensive IDE in 2 years. Why?
> why this is a surprise? I have 0 reasons to buy IDE in 2026.
If the first part follows the second, the surprise is that revenue is up while the prevailing opinion appears to be "no-one needs to buy an IDE".
> regardless of what you think about coding is done, agents and your harness is the best tool.
I guess you're all in on that Anthropic IPO with the "coding is solved" approach.