They're trying to get in on the AI IDE / AI coding land rush so they don't have to acquire one of the leaders later. Or get blocked from acquiring one for antitrust reasons. Winning a chunk of this space feels like a major chess move that enables a lot of market optionality.
Google and Microsoft both have web IDEs, so it's a natural product evolution for these (though Microsoft's Github is much better positioned with its deep distribution and integrations).
It still feels like these are so far behind Cursor and Zed and the like in terms of getting real work done, but maybe the customer is new or non-engineers.
I haven't looked at startups like Replit. Are they even in this game?
And then there are the end-to-end products like Vercel's V0, Lovable, Bolt, etc. If they can get past the 80% problem, they might be a huge deal.
Do you think Cursor's AI tools are significantly better than VSCode's Copilot? I haven't had time to check out Cursor. But from the general description, the AI tooling sounds very similar.
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They're trying to get in on the AI IDE / AI coding land rush so they don't have to acquire one of the leaders later. Or get blocked from acquiring one for antitrust reasons. Winning a chunk of this space feels like a major chess move that enables a lot of market optionality.
Google and Microsoft both have web IDEs, so it's a natural product evolution for these (though Microsoft's Github is much better positioned with its deep distribution and integrations).
It still feels like these are so far behind Cursor and Zed and the like in terms of getting real work done, but maybe the customer is new or non-engineers.
I haven't looked at startups like Replit. Are they even in this game?
And then there are the end-to-end products like Vercel's V0, Lovable, Bolt, etc. If they can get past the 80% problem, they might be a huge deal.
This is going to be quite the battle.
Do you think Cursor's AI tools are significantly better than VSCode's Copilot? I haven't had time to check out Cursor. But from the general description, the AI tooling sounds very similar.
It is a common opinion (shared by myself and many others, including the streamer Primeagen, for example) that Cursor is much better than Copilot
Google also has quite the graveyard of products. I dont trust them. Hell they even have an OS that competes directly with Android.