Earlier quoted context omitted.
Isn't a large user base and the data collected from those users a moat of sorts?
Honestly the data itself is probably worth heaps even in the company itself collapses. Early attention engineering when humans were still in the loop!!!
Exactly. Cursor was the first product used by tons of devs on real codebases. Just the signal "acceptance rate" is huge and can't be easily captured w/ synthetic data.