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…
Revenue, not profit. I’d imagine cursor loses a dollar for every 50 cents of revenue and makes it up in volume. Meanwhile JetBrains is a profitable company not beholden to the whims of outside investors.
I know which I’d rather work for…