It's not about the tech, it's about the pool of users that use Cursor, by acquiring Cursor you get a bunch of users + subscribed and already paying pool of people instead of just rebuilding something from scratch and convincing people to change their tools with a new one
Is it about the users or the data the users generate. Pretty easy to see the day devs are replaced by the data they themselves generated. Companies are only going to get one chance to grad this data. Similar to the internet cutoff.
yeah. I have the same pain. But for your case, don’t start as a marketplace. Start as a concierge service on one route, one parcel category, and one trust model. If you can’t force the first 20 successful matches manually, the market is still too under-specified. my 2cents
It's been shockingly bad for me - for another example when asked to make a new python script building off an existing one; for some cursed reason the model choose to .read() the py files, use 100 of lines of regex to try to patch the changes in, and exec'd everything at the end...
Hate that about Claude Code. I have been adding permissions for it to do everything that makes sense to add when it comes to editing files, but way too often it will generate 20-30 line bash snippets using sed to do the edits instead, and then the whole permission system breaks down. It means I have to babysit it all the time to make sure no random permission prompts pop up.
I generally think codex is doing well until I come in with my Opus sweep to clean it up. Claude just codes closer to the way my brain works. codex is great at finding numerical stability issues though and increasingly I like that it waits for an explicit push to start working. But talking to Claude Code the way I learned to talk to codex seems to work also so I think a lot of it is just learning curve (for me).
Google makes money like that in their sleep from mostly just advertising.
OpenAI charges about 20$/month to tens of millions of users right now. 240/year. About 12 billion per year. That's a market that could grown to billions of people with a long tail probably not paying a lot but being served ads; and a fat high end paying a lot more than that for an ad free/premium experience. They should be able to reach billions of users.
It's why Google is matching investments in AI like this entirely from the profit from ads.
Going to space isn't that expensive. SpaceX bootstrapped with a lot less than that.
“For Max and Team Premium users, we’ve increased overall usage limits, meaning you’ll have roughly the same number of Opus tokens as you previously had with Sonnet.” — seems like anthropic has finally listened!
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