Comment by noman-land
2 days ago
Cursor without AI is just VSCode. They came up with an AI-native code crafting experience that no one else has thought of before and if you asked me how they did it I wouldn't be able to answer you.
2 days ago
Cursor without AI is just VSCode. They came up with an AI-native code crafting experience that no one else has thought of before and if you asked me how they did it I wouldn't be able to answer you.
(1) That's what the original author is saying. Their valuation is possibly incorrect.
(2) On the other hand, Cursor's value is essentially gluing the two things together. If your data is already in the castle (e.g. my codebase and historical context of building it over time is now in Cursor's instance of Claude) then the software is very sticky and I likely wouldn't switch to my own instance of Claude. The author also addresses this noting that "how data flows in and out" has value, which Cursor does.
But how defensible is that in the market?