They don't have the same quality and kind of data. For example, Claude Code might have general conversation flow data for implementing feature X, but Cursor has users individual editing actions AND the chat flow. Which line did the user manually edit after the agent did it's thing? What's the commit message (if done manually)? Stuff like that is worth it's weight in gold.
Honestly the data itself is probably worth heaps even in the company itself collapses. Early attention engineering when humans were still in the loop!!!
> Early attention engineering when humans were still in the loop
Exactly. Cursor was the first product used by tons of devs on real codebases. Just the signal "acceptance rate" is huge and can't be easily captured w/ synthetic data.
Every MAG 7 / FAANG company already has more users and more data...
That's not a moat.
That's traction.