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Is it just me or is trivial software getting overfunded? How does an AI skin on vscode or conda have a big enough moat for these crazy rounds?
by huntertwo 1y ago
Is it just me or is trivial software getting overfunded? How does an AI skin on vscode or conda have a big enough moat for these crazy rounds?
- wrsh07 1y agoAnaconda makes less sense to me, but cursor does have revenue numbers. I haven't seen them so I'm not sure if they look good (we use API keys with cursor so I'm pretty sure they get pure saas margins from us) I would also venture to guess that cursor is a somewhat nontrivial modification to vscode at this point.