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I really don't understand Cursor's 30 billion dollars valuation (half of Antropic). I use it, it's not a bad tool by any means but it's so buggy from version to version. Latest bug I had, it completely stopped keeping my zsh state in the terminal, I had to downgrade. And honestly, I'm not that sure what secret sauce is worth 30 billion dollars? The agent loop? Others can do that? The autocomplete?

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That's 1/6th of Anthropic, not half.

Yeah I have to imagine it's because of user base, there's no real moat in the technology

not only that but the way that openai and claude have their own foundational models/agents trained to work via CLI, which will basically always be better than just cursors gpt wrapper approach.

How are they trained to work via CLI? You prompt it and it returns response. Where does the CLI come into play?

frontier labs do finetuning of their models for software dev using the terminal/cli driven style, annotating datasets to solve programming in this fashion, and fine tuning will almost always make for better performance. Cursor as mostly a wrapper is just using the underlying foundation models in their framework and orchestrating on top of that, as opposed to doing actual learnable objectives in training to make things better.

Have you used Claude Code or OpenAI Codex yet?

Yes, daily.

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