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> why does cursor have $100m ARR then? First mover advantage. They are not safe against Microsoft, who have the resources to copy every feature that Cursor ha
by rvz 2y ago
> why does cursor have $100m ARR then?
First mover advantage.
They are not safe against Microsoft, who have the resources to copy every feature that Cursor has into VS code and can afford to offer it for "free" for a very long time and Microsoft also has access to the exact same models as Cursor.
So not only that tells you there is no moat, but offering the best tools and models for free is exactly what Microsoft's modern definition of "Extinguish" is from their EEE strategy.
- osigurdson 2y ago>> First mover advantage Cursor was released after Copilot
- rendang 2y agoSometimes it's the first mover to a critical threshold of user value-add
- osigurdson 2y agoThis re-defines "first mover" to mean anyone who is currently ahead. This dilutes meaning too much imo.
- sponnath 2y agoCopilot does seem to be catching up in some areas but from my testing Cursor still has better UX. There's substantial value in the "glue" that Cursor provides, one that Microsoft has failed to replicate so far.