At the beginning of the AI race, JetBrains had:

- top-tier language intelligence

- all sorts of applications for building software, from IDEs to task trackers

- a huge, loyal user base

- being big enough to have deals with leading AI providers

They had the potential to lead the AI devtools race. Right now, good but quite basic tools like Pi, Conductor, or Herdr are getting good funding.

But JetBrains just failed to adapt. Their biggest AI attempt – Air – was way worse than Conductor, which is built by a team of few people.

I feel like there are just a few shortsighted people in leadership behind this flop. I will not be surprised if JetBrains will be defunct/shrinked in 5 years.