A few angles to this. One is that coding just went through a massive change over the past year, that is not yet fully settled. Remember when everyone insisted on using IDEs and seeing the code with a chat sidebar? It's hard to argue you'll still be reading code a year from now. And even today, most people are still developing locally, which we're betting will shift to the cloud over the next few years.

I imagine other players will build cloud support in their own apps, but even now there's a lot of distraction for them. Everyone is trying to still support local execution, which looks really different from cloud. A lot of the labs are taking their coding-focused teams and throwing non-coding on their plates as well (the same app for non-engineers slinging google sheets).

We think getting the cloud experience right for software engineers (as well as companies, with their own hosting/development needs) is going to be really hard, and the problem needs a team fully focused on that. We also think that companies are rightly nervous about putting all their eggs in one basket -- their long term development environment should be harness and model agnostic.

RE OpenCode + self-hosted/local models: definitely. There's nothing holding us back from supporting these since we're just linux machines. But we wanted to start with the most popular harnesses first and go from there.