It's still a VsCode fork just now with a Kimi fine tune and still no moat...

I won't debate that it turns out none of this mattered when it came to being as successful company though and kinda makes anyone who tried to roll their own instead of fork look a little silly.

"No moat", well...

How I see this is that its so important to bundle the model with the right tooling.

Like a racecar, having the best engine doesn't help if the rest of the car lacks other winning properties (reliability, aerodynics etc).

So for Cursor, which IMO, they put themself in a strong position by having both a solid IDE __and__ a solid+cost efficient model. Those two working great in combination for the task they are designed to solve (coding) is more important than benchmarks