[Lermatroid]

AFAIK cursor is basically the only player right now not subsidizing tokens out the ass, and has been seeing solid growth across individual and enterprise with almost every model performing best in their harness. Not sure how that’s a serious decline.

[calmoo]

On the contrary, anecdotally, myself and every engineer I know have switched fully from cursor to claude code since the start of the year. I now use zed with cc. I personally could not stand the buggy mess and constant UI changes of cursor. It’s also not good value in terms of claude tokens compared to claude code.

[brightball]

What sold you on Zed?

[AdrienPoupa]

I recently switched as well. Being able to work in a large monorepo without the editor freezing and taking 15+GB of RAM was a strong selling point :)

[calmoo]

It’s fast, looks nice and since i really just review agent output these days, that’s good enough. They don’t move everything around and it moves at a nice pace.

[SwellJoe]

No one wants an IDE, anymore. They're building a better horse.

[cleaning]

In my opinion, the IDE interface still has not been beaten if you are working on a serious codebase where you are reviewing each diff.

[zacyungblut]

I agree with you and I personally use Cursor. Just don’t see how there’s a moat that makes it worth $60b.

A team could build an AI IDE in a week, this could be a race to the bottom

[RevEng]

As someone put in the unfortunate position of building an AI IDE in three weeks, I assure you it's much more difficult than it seems. Sure, we were able to get something working with all the features you would expect, but the performance was awful. Claude Code, Cursor, and others do a lot of tweaking based on a lot of experience in order to make their systems give good results. There is more to getting good results than just using a good model.

[chrisweekly]

Decent analogy in 2nd sentence BUT the 1st doesn't hold water. TIMTOWTDI, statements about "everyone" or "no one" are highly suspect, and the trend of code-assist -> agentic -> delegated / orchestration is just that (a trend), not a universal law. Even in a full-on maximalist yolo paperclip future, many experts will likely ALWAYS want access to a decent IDE. (Note I'm not saying Cursor is necessarily that IDE, and I'm not commenting on the valuation.)

[SwellJoe]

OK, I'll concede that not everyone keeps getting pulled back to vim, the way I do. I simply don't like VS Code or its forks. I like Zed well enough, but I find I use it very rarely...two or three terminal tabs (Claude code, bash, and vim) is usually all I need, or tmux windows and/or panes if I'm working remotely, with Claude Code opened locally and configured to use tmux to talk to the remote system (using a wrapper I made to automate the setup: https://github.com/swelljoe/tandem).

But, even if you want a big all-in-one editor in an Electron app, it seems obvious VS Code is the way to go (or Zed, if you you aren't committed to using an Electron app). I just can't think of anything Cursor offers that makes it worth spending extra money for it.

[rubiquity]

Wouldn’t Cursor agreeing to such a deal be almost ironclad proof they are subsidizing tokens/inference out the ass? There’s wide speculation all the large revenue growing companies right now are selling inference at break even or a loss.

[Der_Einzige]

Claude/chatGPT are not subsidizing tokens via the API and are profitable for most enterprise consumption. This meme that they lose money on every query has zero evidence and is wrong outside of the 20/200$ a month plans.

[Analemma_]

I would like to know where you’re seeing this, because my strong impression is exactly the opposite: a year ago, everyone was talking about Cursor, but I haven’t heard anything about it in months. It’s all Claude Code and Codex now. In terms of mindshare they seem dead already.

[skippyboxedhero]

wait a few months, been using claude code since beta, there are issues but it takes time to realise what they are. people who have been using claude since 2024 began moving away before Anthropic's marketing blitz at the end of last year.

Cursor's token utilization is significantly better than Claude Code. Composer's latest model, for coding, is very competitive on quality given price and was clearly well-optmiized (in two months, you will hear almost nothing else than how expensive Anthropic is...this is before they try to release the really expensive models). so many very obvious things like this if you have been using this tech every day for multiple years.

unfortunately, the competition in this space is very weak because of how dominant cursor has been (Kilo/Roo/Cline all have major implementation issues with token utilization, everyone else is trying to go all in on agentic). don't see this getting better until things get much worse because of anthropic/agentic. from the decisions that anthropic is making, it seems they are busily digging their own grave. growth will come after this.

[RevEng]

Cursor isn't the hot new thing, but enterprises move slowly. Cursor is alive and well in big businesses, even if the Twittersphere isn't covering it.

[htrp]

cursors internal model efforts have not been able to meaningfully exceed the performance of the frontier models.

[RevEng]

Composer works great for me and it's much cheaper than Opus. Grok is the cheapest but it's obviously being subsidized heavily