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Comment by jen729w

1 year ago

Cursor: a VS Code extension that got itself valued at $10bn.

It’s basically a vscode fork that illegally uses official extensions, that were not allowed to be used in forks.

  • Does "it" use the official extensions, or does it only allow "you" the user to use them?

    • First of all, their docs link to the market place of ms:

      https://www.cursor.com/how-to-install-extension

      Which is basically an article to use an extension in a way that’s basically forbidden use.

      If that was not bad enough the editor also told you to install certain extensions if certain file extensions were used that were also against the tos of the extension.

      And basically cursor can just be using the vsix marketplace from eclipse, which does not contain restricted extensions.

      What they do is at least shady.

      And yes I’m not a fan of the fact that Microsoft does this, even worse they closed the source (or some parts of it) of some extensions as well, which is also a bad move (but their right)

      8 replies →

The 1 million users + $200 million in revenue probably had something to do with the valuation.

  • Slack was a similar thing. IPO'd at 10 million users with 400M in revenue but got destroyed by Microsoft thanks to Teams.

    Cursor is at a worse position and at greater risk of ending up like Slack very quickly and Microsoft will do the exact same thing they did to Slack.

    This time by extinguishing (EEE) them by racing prices of VSCode + Copilot close to zero, until it is free.

    The best thing Cursor should do is for OpenAI to buy them at a $10B valuation.

    • My current company uses Slack as the main messaging app, while still using Teams as part of the Microsoft package, for its integrations with Outlook and conference hardware and software. And this is a recurring pattern I've seen in other places. Teams is nowhere close to being a usable alternative to Slack.