I don't know, it seems like I'm the minority but I like Cursor. I think it adds value beyond the terminal style editors. Yes it relies on the Claude model but I get a lot of value from the visual component, history, auto-complete, etc. Couldn't you make the same argument around something like S3? How many companies are basically S3 wrappers? Or companies that use general AWS infra and make it slightly better. There c…
I’m trying to imagine a graph where at some point in time t
the status of a company changes from “wrapper” (not enough “original” engineering)
to “proper company” (they own the IP, and they fought for it!!!)
At what point did OpenAI cease being an NVIDIA wrapper and become the world’s leading AI lab? At what point did NVIDIA graduate from being a TSMC wrapper?
Clearly any company that gets TSMC N2 node allocation is going to win, the actual details of the chip don’t matter super much.