[aleyan]

The OP postulates two paths for the future: "1: LLM Labs go direct" and "2: LLMs become commodities, wrappers win". I just happened to have published a blogpost on llm code assistants used by GitHub repos[0][1]. Claude Code has just overtaken Cursor as the most popular. Gemini CLI and OpenAI Codex also has a steeper growth curve than Cursor. So on just this question, it looks like the drugs are beating the dealers.

[0] https://aleyan.com/blog/2025-llm-assistant-census/ [1] https://news.ycombinator.com/item?id=44863713