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> Their moat looks pretty thin. Their value is in the data they've collected and are collecting. Usage, acceptance rate, and all the connected signals. Plus ha
by NitpickLawyer 7mo ago
> Their moat looks pretty thin.
Their value is in the data they've collected and are collecting. Usage, acceptance rate, and all the connected signals. Plus having a large userbase where they can A / B test any finetune they create.
- _puk 7mo agoThere were conversations in the team yesterday about how Cursor's cloud agents are still ahead of Claude from a UX perspective. Obviously we're running both, using the right tool for the job. There is stickiness there from being early. That will be hard to replicate.
- CharlieDigital 7mo agoThat's every harness including VC Code Copilot. People home about Teams sucking, but its market share is several times that of Slack because of distribution. I guarantee that Microsoft has even more data.
- genthree 7mo agoI hope for their sake they're using real metrics internally, and not whatever nonsense they're using to calculate stuff like "% written by LLM" in their dashboard, because that's... very wrong.