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throw444420394 6 hours ago

What to understand of this whole story:

This is a vibe coded agent that is replicable in little time. There is no value in the technology itself. There is value in the idea of personal agents, but this idea is not new.

The value is in the hype, from the perspective of OpenAI. I believe they are wrong (see next points)

We will see a proliferation of personal agents. For a short time, the money will be in the API usage, since those agents burn a lot of tokens often for results that can be more sharply obtained without a generic assistant. At the current stage, not well orchestrated and directed, not prompted/steered, they are achieving results by brute force.

Who will create the LLM that is better at following instructions in a sensible way, and at coordinating long running tasks, will have the greatest benefit, regardless of the fact the OpenClaw is under the umbrella of OpenAI or not.

Claude Opus right now is the agent that works better for this use case. It is likely that this will help Anthropic more than OpenAI. It is wise, for Anthropic, to avoid burning money for an easily replicable piece of software.

Those hypes are forgotten as fast as they are created. Remember Cursor? And it was much more a true product than OpenClaw.

Soon, personal agents will be one of the fundamental products of AI vendors, integrated in your phone, nothing to install, part of the subscription. All this will be irrelevant.

In the mean time, good for the guy that extracted money from this gold mine. He looks like a nice person. If you are reading this: congrats!

(throw away account of obvious reasons)

bmay 6 hours ago | parent | next [-]

> Those hypes are forgotten as fast as they are created. Remember Cursor?

of course--i use it every day. are you implying Cursor is dead? they raised $2B in funding 3 months ago and are at $1B in ARR...

koakuma-chan 5 hours ago | parent | next [-]

What does VSCode fork spend 2 billion dollars on?

5 hours ago | parent | next [-]
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csallen 4 hours ago | parent | prev | next [-]

Their own coding agent and models, marketing, tons of UI customizations, etc.

brutalc 5 hours ago | parent | prev [-]

[dead]

throw444420394 6 hours ago | parent | prev | next [-]

It was a success for the company, but it is unlikely to survive long term. Now people are all focusing on Claude Code and Codex. Cursor is surviving because there are many folks that can't survive a terminal session. And because we are still in a transition stage where people look at the code, but will look at the code every day less, and more at the results and the prompts. And at the quality of the agent orchestration / tools. I don't believe the Cursor future will be bright. Anyway: my example was about how fast things are forgotten in this space.

trengrj 5 hours ago | parent | next [-]

This is very true but I think there is an incredibly long tail of people who "can't survive a terminal session" and I actually question if a terminal ui will win out long term.

throw444420394 5 hours ago | parent [-]

My guess is that, very soon, Claude Code and Codex (that already launched an initial desktop app) will have their GUIs that will be very different than Cursor. Not centered around files and editing, but providing a lot more hints about what is happening with the work the agent is performing.

yieldcrv 5 hours ago | parent | prev [-]

Are you all back on vs code or what? I still have cursor open and use it the few times I want to modify code manually or visualize the file structure

But base vs code is fine for that too

rvz 5 hours ago | parent | prev [-]

> Remember Cursor?

Who?

> are you implying Cursor is dead? they raised $2B in funding 3 months ago and are at $1B in ARR

That is the problem. It doesn't matter about how much they raised. That $2B and that $1B is paying the supplier Anthropic and OpenAI who are both directly competing against them.

Cursor is operating on thin margins and still continues to losing money. It's now worse that people are leaving Cursor for Claude Code.

In short, Cursor is in trouble and they are funding their own funeral.

6 hours ago | parent | prev | next [-]
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flyinglizard 6 hours ago | parent | prev [-]

I think Cursor is doing pretty well in the enterprise space. It seems much more useful than just throwing agents upon subagents on an unsuspecting task like Claude Code.

throw444420394 5 hours ago | parent [-]

Cursor is fine, the example is about how things go out of hype in very little time. However I believe Cursor will not survive much. It is designed around a model that will not survive: that the AI "helps you writing code", and you review, and need an IDE like that. There are many developers that want an IDE and can't stand the terminal experience of Claude Code and Codex, but I don't believe most developers in the future will inspect closely the code written by the AIs, and things like Cursor will look like products designed for a transition step that is no longer here (already).

5 hours ago | parent | next [-]
[deleted]
flyinglizard 5 hours ago | parent | prev [-]

I'd venture a guess that most of the software in the world is not written from scratch but painstakingly maintained and as such, Cursor is a good fit while CC is not. Besides, if agentic coding does go off, Cursor has the customer relationship and can just offer it as an additional mode.

Whoever stands in front of the customer ultimately wins. The rest are just cost centers.