[huntertwo]

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]

Anaconda 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.