611–620 of 712 posts
IMO other than the Microsoft IP issue, I think the biggest thing that has shifted since this acquisition was first in the works is Claude Code has absolutely exploded. Forking an IDE and all the expense that comes with that feels like a waste of effort, considering the number of free/open source CLI agentic tools that are out there. Let's review the current state of things: - Terminal CLI agents are several orders of…
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And everyone who didn't get a Google employee badge agreed because "x%" was big enough?
I guess VCs can't force founders to stay (the only penalty for joining Google is loosing some/all of their Windsurf equity, but I'm sure they chose what's better for them), and employees didn't need to agree (they have no vote).
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There is no moat. If you’re a true believer that strong agents are around the corner, then all of these add on companies will be obsolete in a few years. The first company to strong agents can trivially rebuild Cursor or Windsurf.
If you believe AGI is around the corner, doesn’t it mean it’ll replace ALL products?
Same for physical services like labors, miners and cooks, even taxi/bus drivers for +99% of the world. Automation immensely improve their efficiency and the Modern Times is the past for half of the globe, but AGI isn’t the main facilitator.
Replace all (most*) Silicon Valley -and cousins- similar "products" and services, perhaps yes !
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I am curious what kind of code development you are doing with so many subscriptions? Are you doing front end backend full stack or model development itself? Are you destilling models for training your own? I have never heard someone using so much subscription? Is this for your full time job or startup? Why not use qwen or deep seek and host it yourself? I am impressed with what you are doing.
I’m a founder/CTO of an enterprise SaaS, and I code everything from data modeling, to algos, backend integrations, frontend architecture, UI widgets, etc. All in TypeScript, which is perfectly suited to LLMs because we can fit the types and repo map into context without loading all code. As to “why”: I’ve been coding for 25 years, and LLMs is the first technology that has a non-linear impact on my output. It’s simult…
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I am curious what kind of code development you are doing with so many subscriptions? Are you doing front end backend full stack or model development itself? Are you destilling models for training your own? I have never heard someone using so much subscription? Is this for your full time job or startup? Why not use qwen or deep seek and host it yourself? I am impressed with what you are doing.
I’m a founder/CTO of an enterprise SaaS, and I code everything from data modeling, to algos, backend integrations, frontend architecture, UI widgets, etc. All in TypeScript, which is perfectly suited to LLMs because we can fit the types and repo map into context without loading all code. As to “why”: I’ve been coding for 25 years, and LLMs is the first technology that has a non-linear impact on my output. It’s simult…
i've tried agent-style workflows in copilot and windsurf (on claude 3.5 and 4), and honestly, they often just get stuck or build themselves into a corner. they don’t seem to reason across structure or long-term architecture in any meaningful way. it might look helpful at first, but what comes out tends to be fragile and usually something i’d refactor immediately.
sure, the model writes fast – but that speed doesn't translate into actual productivity for me unless it’s something dead simple. and if i’m spending a lot of time generating boilerplate, i usually take that as a design smell, not a task i want to automate harder.
so i’m honestly wondering: is cc max really that much better? are those productivity claims based on something fundamentally different? or is it more about tool enthusiasm + selective wins?
Cursor (and Garry Tan’s X post) has shown us that the VC money is propping up these companies astounding growth, the only way for them to become profitable is to increase the cost per a request, which means they need to innovate like crazy. The moat is paper thin. GitHub has open sourced copilot. The open source community is working hard on their own projects. No doubt Cursor is moving fast to create amazing innovati…
There is no moat. If you’re a true believer that strong agents are around the corner, then all of these add on companies will be obsolete in a few years. The first company to strong agents can trivially rebuild Cursor or Windsurf.
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The investors made money too. The valuation at the last round was $1B, and Google paid them out at a valuation of $2.5B as part of the agreement [1]. [1] https://www.theverge.com/2024/8/2/24212348/google-hires-char...
To quote an analyst from the Dotcom bubble era: "Everbody's happy, everybody's making money, something's wrong here"
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Uh... Totaling +1000 at the end of a work week is an easy thing to do, especially if working on a new/evolving product.
Now extrapolate. That’s maybe 50k a year assuming some PTO. 10 years would make 500k and you just cross a million at 20. So that would have to be 20 years straight of that style of working and you’re still not into plural millions until 40 years. If someone actually produced multiple millions of lines in 25 years, it would have to be a side effect of some extremely verbose language where trivial changes take up many…
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>> Claude Code has absolutely exploded Does anyone have a comparison between this and OpenAI Codex? I find OpenAI's thing really good actually (vastly better workflow that Windsurf). Maybe I am missing out however.
never met anyone who used codex lol