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by vineyardmike 310 days ago
I agree that cursor has to take an aggressive and differentiated approach to succeed, but they have the benefit of pushing each lab into a commodity.

I pay for Cursor and ChatGPT. I can imagine I’d pay for Gemini if I used an android. The chat bots (1) won’t keep the subscription competitive with APIs because the cost and usage models are different and (2) most chat bots today are more of a UX competition than model quality. And the only winners are ChatGPT and whatever integrated options the user has by default (Gemini, MSFT Copilot, etc).