> When we introduced GitHub Copilot back in 2021, we had a clear goal: to make developers’ lives easier with an AI pair programmer that helps them write better code. The name reflects our belief that artificial intelligence (AI) isn’t replacing the developer. Later: > GitHub Copilot’s new agent mode is capable of iterating on its own code, recognizing errors, and fixing them automatically. Is this Microsoft/GitHub ac…
Its one of those facts that seems so obvious once you realize it, but no one at Github clearly does. Who is buying and using these things? Seriously, anyone at Github, answer that, not who you think is buying them, but who is actually buying them. The answer isn't CEOs or CTOs; its Software Engineers (or CTOs, for their Software Engineers). Github's leadership needs the answer to be CEOs or CTOs, because the scale of investment (to produce such a shit product) is so large that only per-customer revenue commensurate to the replacement of SE salaries justifies it.
I know of four companies (including my own) that had a corporate Copilot subscription for their devs, and over the past quarter/this quarter are replacing it with a Cursor subscription, at the request of their devs. I'm super bullish on Cursor and Supermaven.
- I think they understand their ICP way better.
- I think their ICP is actually excited to spend money with them.
- I think these new companies have demonstrated that they are more willing to build more than just a panel in VSCode; whereas Github is bogged down by legacy interests.
- I think this deeper level of integration into existing workflows is what pushes AI past the hump of "oh i want to use that". Speeding up existing workflows by 30% feels insanely good. It grows the pie. Smaller & smarter, not larger & derivative.
- I think, from a business perspective, MS/Github has and continues to royally screw up by literally subsidizing the cost basis of their competitors by building VSCode and hosting billions of lines of open source code competitor models train on. I love it as a user. But it costs them millions of dollars, and every dollar of that spend makes their competitors stronger.