As an outside observer, I'm interested to see how poolside handles keeping up with their competition on two fronts. On one side, they're trying to build a bette

As an outside observer, I'm interested to see how poolside handles keeping up with their competition on two fronts. On one side, they're trying to build a better code model then the large labs (OpenAI, Anthropic, Microsoft). On the other side, they need to outperform the UX of Cursor and VSCode w/ integrations. It seems to me they raised on the pedigree of their founders, but to win they need to be better than the competition. The margin for being better than the competition on both fronts seems quite narrow. But I also wouldn't mind having $500M to train a foundation model, deploy fine-tuned and RAG-based solutions on top of it for big customers and see what sticks.