zlacker

>>swyx+(OP)
I'm skeptical about this VSCode fork commanding a $3 billion valuation when it depends on API services it doesn't own. What's their moat here?

For comparison, JetBrains generates over $400 million in annual revenue and is valued around $7 billion. They've built proprietary technology and deep expertise in that market over decades.

If AI (terminology aside) replaces many professional software engineers and programmers like some of its fierce advocates say it would, wouldn't their potential customer base shrink?

Professionals typically drive enterprise revenue, while hobbyists—who might become the primary users—generally don't support the same business model or spending levels.

What am I missing here?

>>retorn+j62
OpenAI needs a product team

hiring is hard

it's a high-functioning team swimming in contemporary design and eng practices

code is emerging as an important battleground

OpenAI has the $$$

>>bluebo+Ub2
It is ironic that the company said to be cooking AGI is acquihiring software engineers because they can't develop it in-house.