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Yeah, hard disagree on that one, based on recent surveys, 80-90% of developers globally use IDEs over CLIs for their day-to-day work. I was pretty worried about Cursor's business until they launched their Composer 1 model, which is fine-tuned to work amazingly well in their IDE. It's significantly faster than using any other model, and it's clearly fine-tuned for the type of work people use Cursor for. They are also clearly charging a premium for it and making a healthy margin on it, but for how fast + good it's totally worth it. Composer 1 + now eventually creating an AI native version of GitHub with Graphite, that's a serious business, with a much clearer picture to me how Cursor gets to serious profitability vs the AI labs. |
I'm very pro IDE. I've built up an entire collection of VSCode extensions and workflows for programming, building, customizing build & debugging embedded systems within VSCode. But I still prefer CLI based AI (when talking about an agent to the IDE version).
> Composer 1
My bet is their model doesn't realistically compare to any of the frontier models. And even if it did, it would become outdated very quickly.
It seems somewhat clear (at least to me) that economics of scale heavily favor AI model development. Spend billions making massive models that are unusable due to cost and speed and distill their knowledge + fine tune them for stuff like tools. Generalists are better than specialists. You make one big model and produce 5 models that are SOTA in 5 different domains. Cursor can't do that realistically.