[camdenreslink]

That is all well and good, but I think it's a fair question in terms of valuation. What is their moat other than momentum?

[CuriouslyC]

They don't have one. People have been calling this out for a while.

They're also royally screwed since the IDE is going to cease being the place this work is done soon. Your VCS and org chat will be the new IDE.