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by infecto
32 days ago
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I am not sure we should dismiss what they have today. Nobody has yet to come close with a full package ide that works well for coding. Is that not a moat? It is easy for my to in my head discount it, thinking that I could build something myself but between autocomplete and their workflow for agent use, it feels like they have some tangible moat emerging. |
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The ironic thing is that half a year ago, after trying factory.ai I thought chat-first interface was a stupid idea that will never work.