I don't understand... it's a vscode fork where they're earning $20/mo for customers that are regularly costing much more. They have no moat.

I've used all 500 of my fast requests this month with cursor, I've 100% cost them more money than they've made from me every month I've had it.

Whats the path to profitability with this? they're expecting models to cost almost nothing and users not to just jump to the next coding agent?