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@martin
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
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@six
i think to your second point - businesses will be hard to churn off their microsoft office / google plans they have no such enterprise plans for like vs code, afaik most don't require any text editor anyways it's more of an individual engineer's decision - so easier mkt to penetrate for a new ai entrant
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@martin
I could be wrong but I thought Copilot was included but yeah, that’s actually a good point that it’s less embedded
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