4 ms·
Their user base is the moat. Same as any network effect business. If all your peers are using a thing, it's really hard to convince entire industry to switch
by wordpad 1y ago
Their user base is the moat.
Same as any network effect business.
If all your peers are using a thing, it's really hard to convince entire industry to switch even if something better is available.
- PUSH_AX 1y agoThat’s not a moat when it comes to tooling like this, I can and will cancel my sub when I try something objectively better, there is zero lock in, even if I make a poor choice I can come back. This is not a moat, the fact there are a bunch of companies hot on their heels proves this too.
- madeofpalk 1y agoI don't think user base is a moat, at least not for tooling like this. Switching costs is practically zero, as evidence by how quickly Cursor came up and ate Copilot's lunch. Presumably all of Cursor's users switched away from VS Code or another editor. How did that moat go for them?
- Lalabadie 1y agoEarly adopters are the most fickle version of a user moat I can imagine.
- notfromhere 1y agoWe're talking about an IDE, switching is pretty frictionless.
- solarkraft 1y agoWell, switching IDEs can actually be hard due to all the integrations. But this is VScode to VSCode …
- wrs 1y agoNetwork effect? What network?
- notnullorvoid 1y agoBy your logic Cursor would have never gained a large user base, because it'd be hard to convince an entire industry to switch off VS Code. Network effect only works as a moat for networks.
- TrackerFF 1y agoLLM users, known for their strong brand loyalty.