In terms of IDE yeah it is not that great.

I do have Copilot in VSCode and Cursor.

I thought both should be equal in solving problems - turns out Cursor with the same model selected somehow was able to solve tasks that Copilot would get stuck or run in loops.

They have some tricks on managing file access that others don’t.

They are now a Codex clone and without the subscription pricing. You have to spend thousands to get what you get from a $200 Codex subscription. How do they compete with this except from users who haven't caught on yet, or businesses that are unbothered to spend thousands a month per dev and wouldn't consider just subscribing to 1-3 $200 subscriptions instead?

And their price is so high because it's markup on API rates. API rates, even without markup, are just insanely irresponsible for anyone to be spending on full-time daily usage.

General Motors is worth $72B.

Their revenue and growth justified it. Plus, for xAI that could be the only way to get a SOTA coding model they want so hard.

Because of user count? Same was said about instagram. with all due respect, devs don't seem to understand business

can't X recreate one with 1B? As an IDE, honestly I can't even understand it needs more than 1M to create

the IDE has little value

What they want is the massive user base, the data (Cursor has a lot of high quality coding data for training), the teams expertise in coding models and agents, and the Composer models

60 billion is a large number but these frontier labs are burning billions a month in compute alone, and SpaceX is IPOing soon so they'll have a lot of cash to spend

Cursor sells its own models as well now

> What's crazy is that a company that sells an IDE (that's not even a particularly good one compared to competitors like JetBrains) integrating some AI plugins could be worth more than $60B...

yes. plus $2b ARR, 1m DAU

Welcome to the era of vibe-based valuations

* MicroSoft is shaking in the corner lol

AI yielding such incredible cost savings. /s

Cursor is useless

> that's not even a particularly good one compared to competitors like JetBrains

Massive understatement calling it "a not particularly good plugin". If it were that simple there wouldn't be a need to even do this.