I think there is still a huge market for models that are specialised in software development (system design, infrastructure, coding, etc.).

If a company can provide the access to such a model via AWS Bedrock or similar enterprise compliant platform with a decent IDE/harness they can capture billions of dollars of market.

The closest we have to this is Claude Code but I think it can even be better and specialised. Cursor has an enormous amount of data on coding and developer usage and maybe they should use that to build a proper platform