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jonathannorris | 2 months ago
I was pretty worried about Cursor's business until they launched their Composer 1 model, which is fine-tuned to work amazingly well in their IDE. It's significantly faster than using any other model, and it's clearly fine-tuned for the type of work people use Cursor for. They are also clearly charging a premium for it and making a healthy margin on it, but for how fast + good it's totally worth it.
Composer 1 + now eventually creating an AI native version of GitHub with Graphite, that's a serious business, with a much clearer picture to me how Cursor gets to serious profitability vs the AI labs.
bangaladore|2 months ago
I'm very pro IDE. I've built up an entire collection of VSCode extensions and workflows for programming, building, customizing build & debugging embedded systems within VSCode. But I still prefer CLI based AI (when talking about an agent to the IDE version).
> Composer 1
My bet is their model doesn't realistically compare to any of the frontier models. And even if it did, it would become outdated very quickly.
It seems somewhat clear (at least to me) that economics of scale heavily favor AI model development. Spend billions making massive models that are unusable due to cost and speed and distill their knowledge + fine tune them for stuff like tools. Generalists are better than specialists. You make one big model and produce 5 models that are SOTA in 5 different domains. Cursor can't do that realistically.
santoriv|2 months ago
I've been using composer-1 in Cursor for a few weeks and also switching back and forth between it, Gemini Flash 3, Claude Opus 4.5, Claude Sonnet 4.5 and GPT 5.2.
And you're right it's not comparable. It's about the same quality of code output of the aforementioned models but about 4x as fast. Which enables a qualitatively different workflow for me where instead of me spending a bunch of time waiting on the model, the model is waiting on me to catch up with its outputs. After using composer-1, it feels painful to switch back to other models.
I work in a larg(ish) enterprise codebase. I spend a lot of time asking it questions about the codebase and then making small incremental changes. So it works very well for my particular workflow.
Other people use CLI and remote agents and that sort of thing and that's not really my workflow so other models might work better for other people.
spruce_tips|2 months ago
nusl|2 months ago
CharlieDigital|2 months ago
the_mitsuhiko|2 months ago
I have absolutely no horse in this race, but I turned from a 100% Cursor user at the beginning of the year, to one that basically uses agents for 90% of my work, and VS Code for the rest of it. The value proposition that Cursor gave me was not able to compete with what the basic Max subscription on anthropic gave me, and VS Code is still a superior experience to Claude in the IDE space.
I think though that Cursor has all the potential to beat Microsoft at the IDE game if they focus on it. But I would say it's by no way a given that this is the default outcome.
dimitri-vs|2 months ago
I don't even like using CLI, in fact I hate it, but I don't use CLI - Claude does it for me. Using for everything: Obsidian vault, working on Home Assistant, editing GSheets, and so much more.
Sleaker|2 months ago
redox99|2 months ago
Composer is extremely dumb compared to sonnet, let alone opus. I see no reason to use it. Yes, it's cheaper, but your time is not free.
aqme28|2 months ago
This is a pretty dumb statistic in a vacuum. It was clearly 100% a few years ago before CLI-based development was even possible. The trend is very significant.
pjmlp|2 months ago
bhl|2 months ago
trollbridge|2 months ago
freeone3000|2 months ago
jstummbillig|2 months ago
What are we talking about? Autocomplete or GPT/Claude contender or...? What makes it so great?
infecto|2 months ago
k4rli|2 months ago
Cursor has been both nice and awful. When it works, it has been good. However for a long time it would freeze on re-focus and recently an update broke my profile entirely on one machine so it wouldn't even launch anymore.
Kilocode with options of free models has been very nice so far.