With so many new AI editors popping up, it feels like the Zed team is in a tough “lose/lose” spot. If they stick to their current path—focusing on craftsmanship and letting their world-class talent build the best editor—they risk falling behind giants like Cursor. Cursor seemingly came out of nowhere and is already doing $300–400M annually, rivaling JetBrains (who took 20 years to get there) in just two years. With t…
zed came at the incredibly (un?)fortunate timing where they were just able to build a solid base before the editor wars began. their only path now is to fully maximize the few advantages they do have:
* a fresh base that is far more flexible
* really good experience with performance, design, general craftmanship
* a buzzy community and fresh/boldness that attracts vcs
for zed to truly win (at least in sequioa's eyes) they will need to completely take over vscode as the new default, and that will require a big lead when it comes to collaboration and ai