It’s also not free or unlimited (though throttled) like Cursor and Claude Code using max plan.
In the short term though, I think CLI-based tools like Claude Code are taking off because hardcore developers see them as the last "vestige" they have in separating themselves from the "noobs." They know there's still a good portion of the public who don't know how to use the terminal, install packages, or even know what Linux is.
Agentic tools of the future will be rich notebook/chat interface that's available in all form factors, which is to say, most likely web/cross platform apps.
If these re-skinned vscode IDEs have any good ideas I'm sure Microsoft will steal them anyway.