Cursor's moat is that it is a virus that infects organizations through shared skills, hooks, agents, etc.. Once one person uses it and infects the repo everyone else starts using it.

Maybe, but migration from/to anything is so much easier now with Agents.

Know a few companies that have moved from it fully to Claude. It’s still early so the moving cost is low and Claude Cowork is something non-tech employees can make use of much easier than Cursor. I really don’t see what Curor’s value is longer term. Why pay a middle man?