this is the thing I come back to on AI: why wouldn’t the incumbents just win?

probably a few things:
- incumbents can be too slow to realize something in the market. see: Apple AI. Their organizational structure and inertia can make it really hard to build what they should 
- resistance for legacy customers. some customers will definitely not want Cursor for Excel. they will just want the basic thing. so do they build out on a new product? in that case why couldn’t someone else build that product? as we saw in Slack vs Teams though, the distribution for enterprise is insane though so idk
- not specific to excel, but I think domains with younger/more curious/less big co-entrenched workers will see Cursor for X thrive first. this is why Cursor was the first one