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hhghkj

Quite a valuation for a VSCode fork. They have no moat.

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There are already VS Code extensions (Cline, Roo Code and Kilo Code) that do the same + are much better IMO.

Disclaimer: I'm one of the maintainers of Kilo.

It's a rented castle, too.

Indeed.

"DID YOU JUST BAN CURSOR?" https://github.com/microsoft/vscode-dotnettools/issues/1909

> The error seems very clear to me. Dev Kit is licensed only for use with VS Code, Cursor is not VS Code, ergo it is not licensed to use it.

> Not to mention that only VS Code can use the official plugin registry in the first place. Everything working as intended.

Ah, good old Microsoft.

Exactly. From: [0]

>> I know it works as intended. Just curios why Microsoft decided to enforce this all of a sudden.

Because they can. Also...

>> Did GitHub Copilot just give up on playing fair with Cursor, admitting it's winning?

The game wasn't 'fair' to begin with and it was rigged for Microsoft to win anyway. (Cursor being based on VS Code).

If you're competing against Microsoft, expect them to race you to zero for years (extinguish) at close to no cost for them.

It is all for Cursor to lose if they continue as they are and competitors like Microsoft catch up (and they will do so very quickly whilst lowering prices).

[0] https://github.com/microsoft/vscode-dotnettools/issues/1909#...

More like a squatted castle.

I want to agree, but whatever they are doing is working incredibly well so far. The results I get from cursor outweigh what I can get from Copilot by orders of magnitude. Maybe long term there's no moat, but you'd think if there were no moat now the folks at Microsoft would be able to compete.

This is something that I think Copilot is working on fixing actively. I think that they were focused on Agent mode previously, so put less effort into the autocomplete functionality but they are hearing more and more that this is somewhere they need to focus.

Their user base is the moat. Same as any network effect business.

If all your peers are using a thing, it's really hard to convince entire industry to switch even if something better is available.

That’s not a moat when it comes to tooling like this, I can and will cancel my sub when I try something objectively better, there is zero lock in, even if I make a poor choice I can come back.

This is not a moat, the fact there are a bunch of companies hot on their heels proves this too.

I don't think user base is a moat, at least not for tooling like this. Switching costs is practically zero, as evidence by how quickly Cursor came up and ate Copilot's lunch. Presumably all of Cursor's users switched away from VS Code or another editor. How did that moat go for them?

Early adopters are the most fickle version of a user moat I can imagine.

We're talking about an IDE, switching is pretty frictionless.

Well, switching IDEs can actually be hard due to all the integrations. But this is VScode to VSCode …

Network effect? What network?

By your logic Cursor would have never gained a large user base, because it'd be hard to convince an entire industry to switch off VS Code.

Network effect only works as a moat for networks.

LLM users, known for their strong brand loyalty.

Twitter and FB have terrible brands yet network effect and inertia is all they need to stay profitable billion dollar businesses

True, but they don't have a dozen of identical competitors - and there is much less friction switching between AI models.

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