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
One example is that VS Code Copilot autocomplete is still behind what Codeium (now Windsurf) was 1.5 years ago.

>>TiredO+i82
Is there an actual measure for this besides contrived benchmarks and vibes?

>>__loam+YM2
It is obvious if you use both of them like I do.