How can cursor be worth more than a few billion? Claude/Codex are already better autonomous SWE-lite replacements. Cognition surely has a better internal harness. Cursor does have a lot of users, I'll give it that.

I like Cursor a lot more than Claude Code. It works better for me overall. I like the way they integrate it into the IDE so the agent is my tool rather than a 'partner' or something like that. I'm pretty sad that they lost some engineers, I hope these folks weren't integral to Cursor in any way.

Distribution is also important. Cursor is a great normie tool (I’m one of them), with probably more enterprise deals than the competition.

Moats are weird right now… but Cursor doesn’t have one at all so I agree it can’t really be worth much.

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