> Their moat looks pretty thin.

Their value is in the data they've collected and are collecting. Usage, acceptance rate, and all the connected signals. Plus having a large userbase where they can A / B test any finetune they create.

That's every harness including VC Code Copilot.

People home about Teams sucking, but its market share is several times that of Slack because of distribution.

I guarantee that Microsoft has even more data.

There were conversations in the team yesterday about how Cursor's cloud agents are still ahead of Claude from a UX perspective.

Obviously we're running both, using the right tool for the job.

There is stickiness there from being early. That will be hard to replicate.

I hope for their sake they're using real metrics internally, and not whatever nonsense they're using to calculate stuff like "% written by LLM" in their dashboard, because that's... very wrong.