Comment by jongjong

21 hours ago

Cursor does add value but it's just a thin layer on top of VSCode so companies could just build that in-house and don't need to acquire. There's no moat there.

Cursor has custom tab and embedding models. And has a lot of distribution / paying users already.

Arguably they have the strongest product moat, and I wouldn’t be surprised if they beat OpenAI in a vertical coding model from that. Easy for them to have users generate evals and have model product feedback loop here.

  • The tab completion is fast and the best available right now but is still so garbage that I turn it off 99% of the time because the suggestions are mostly noise.

    • I have the opposite experience, it’s at least 90% correct. For example, if I start writing the name of a function that I just added in a different file, tab will suggest the function, then jump to the top of the file to import it. If I’m changing the way something is called in 5 places, if I change it in the first place, tab will jump to make the same change in the other places. It’s honestly pretty spot on.

      Zed tab is a lot worse in comparison (partly because it’s slow)