Comment by jjordan

14 hours ago

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

Glad I’m not the only one who feels this way. Even though I personally use Cursor, there’s no way it’s even a fraction of $60B

  • Why do you use it? Genuine question, I want to know what I'm missing.

    I guess I don't really understand what it buys you over just running vanilla VS Code and Codex.

    • The anti-Cursor sentiment here is baffling to me given how useful it is to me. I use it interactively and actively review everything it produces. I like how I can plan a feature and refine the plan before instructing the agent to implement it. Last I checked, vscode had none of those features. Do (seemingly most) people prefer Codex because it gives a greater degree of autonomy to the agents?

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    • My employer pays for Cursor and Claude but not Codex. I often find Claude dumb (yes, even Opus), thus I'm using Cursor with GPT-5.4. If you have Codex, you don't miss anything.

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.