I don't think any of them will be successful, IMO. You want to be an extension because getting software approved is _hard_ at bigcos, it's much easier to trojan horse on an existing tool.
The reason I think there has been an explosion of VS Code forks (e.g. Supermaven, a very successful extension) is that being an extension in VS Code is limiting insofar as what you're able to change in terms of the UI and UX.
You are right about the difficulty of getting into big companies. However, we developed a standalone editor because it's easier to build on top of, and we eventually want to build a very portable browser-based editor that utilizes the canvas view for pull requests, arbitrary code, etc.
I am curious what features you like about Cursor the most? For me it's the CMD/CTRL+K -- I've had mixed experiences with the chat window and Composer.
This was at least the motivation for Positron, AFAIK.
* when reading code, I found I jump back and forth the call stack quite often, a visualization of this could help with this navigation, especially with some properly designed shortcut keys.
* I mostly code on MacBook so screen real estate is precious. The canvas as main editor looks like waste a lot of screen space. But the canvas in a sidebar do not have this issue.