As a day-one Cursor user, I agree with the moat take. Their head start and fast updates are great, but not enough to lock me in. I love using it daily but will jump ship for something better without hesitation. The real challenge is staying focused on being a top tool for real devs instead of trying to be coding magic for everyone. Those are different things and the second option would make Cursor worse for people like me who use it for serious work. Better to be really good at one thing than okay at two.
I like your balanced analysis. I also keep reminding myself that there is a non-zero probability world where the underlying LLMs eventually consume everything.
Speed is the new moat. Copycats exist and barriers to entry are low, so the key in saas today will be adding new innovative features first and continually.
As a day-one Cursor user, I agree with the moat take. Their head start and fast updates are great, but not enough to lock me in. I love using it daily but will jump ship for something better without hesitation. The real challenge is staying focused on being a top tool for real devs instead of trying to be coding magic for everyone. Those are different things and the second option would make Cursor worse for people like me who use it for serious work. Better to be really good at one thing than okay at two.
I like your balanced analysis. I also keep reminding myself that there is a non-zero probability world where the underlying LLMs eventually consume everything.
Speed is the new moat. Copycats exist and barriers to entry are low, so the key in saas today will be adding new innovative features first and continually.
Great write up.