Earlier quoted context omitted.
Are you calling OpenAI a random vendor? That's like calling Coca Cola a random beverage vendor
Yes, OpenAI is a random development tool vendor. In the same way Volkswagen is a random sausage vendor. Do you drink your Coca Cola directly from the Coca Cola packaged bottle? Or do you prefer to sip it in the cup of your choice and drink it from there? The same cup you use to drink Pepsi, Fanta, milk, and other beverages.
I'd say that such a category, first is very small, and second there's almost no companies that exclusively offer development tools (JetBrains?). It's a product category where the competition is either individuals/OSS/academic or tech companies that as a side quest release their dev tech.
For the even more specific tool of "LLM development tools" or "agentic coding" OpenAI is the first of its kind, the term VibeCoding emerged from a Karpathy tweet one year ago, and back it was just ChatGPT through the Chat Interface.
It wasn't a coincidence either, they explicitly train their models on code production, mainly out of a need to do useful tool calls, and to do even simple tasks like multiplying a couple of numbers, but it grew into its own product category starting with the supervised Cursor,Windsurf, then the autonomous Devin, then back to supervised with Claude Code/Codex
So yeah, I wouldn't say it's a random vendor in that narrow sense of the specific product. But I get that it's a random vendor if you zoom out and think of a "development tools" category. It's subjective, but I think the nascent field that's clearly changing and hitting Trillion dollar market size is a bit more important than a field that only ever ever had a single company at all in that field (JetBrains?).