They are still a vscode fork with no moat? Like they lost about 70% of users in half a year which goes to show how there is not even the tiniest of moat.
I think it's going to be brutal for them to compete with OpenAI and Anthropic.
I switched to claude code because of usage. For $200 a month, I would run out of usage halfway through the month. Then be forced to use their composer model or whatever slow, dumb model they served up in their "auto" mode.
For that same $200 a month, I could use claude code and basically never hit usage limits.
I don't understand what people are doing who run into the limits on that max x20 plan. I NEVER have.