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by vtail
262 days ago
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Prediction: the only remaining providers of AI-assisted tools in a few years will be the LLM companies themselves (think claude code, codex, gemini, future xai/Alibaba/etc.), via CLIs + integrations such as ASP. There is very little value that a company that has to support multiple different providers, such as Cursor, can offer on top of tailored agents (and "unlimited" subscription models) by LLM providers. |
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A tool that is good for everyone is great for no one.
Also, I think we're seeing the limits on "value" of a chat interface already. Now they're all chasing developers since there's a real potential to improve productivity (or sadly cut-costs) there. But even that is proving difficult.