← Back to context

Comment by tombert

13 hours ago

I was required to use Cursor for my job when I first started, but once I figured out how to use the command line version of Codex, I kind of stopped seeing the point. It just kind of seemed like a bloated, overpriced wrapper around what I could do with the included ChatGPT membership I already had for work.

Maybe I was missing something, but I do not understand how it is worth sixty billion dollars.

It's not. It's a glorified code editor with no moat. Those are (massive) bubble prices.

  • and I'm being completely neutral and objective in saying this: Elon Musk has been a horrible capital allocator but great at financial engineering. X is still struggling to win back advertisers (they will never come back) and still in the red. I have little reason to believe this is also another careful and shrewd financial decision.

    • Let’s buyback my friends who invested in that thing and they will help pump my IPO

    • He spun that story into "he was saving democracy" so it sounds like he paid for that reason. He will do the same here, he never does a wrong move you just can't see the 76D chess.

  • I mean, technically they also re-sell AI tokens. Unsure if that’s with a markup or a discount.

I do think the Codex harness is a bit better than others. Doesn't make a ton of difference with OpenAI models, but with Google and Anthropic models the difference is quite noticeable I think.