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

pretty much agree with this take. A lot of the big tech cos have actually been relatively fast to respond to ai (see gemini moving quickly in the last couple years to become one of the best models).

Also enterprises don't like buying 20 different subscriptions - they're usually ok to just get one with everything. This is assuming a one off AI subscription isn't a 100x productivity booster, but saw a similar pattern happen with real time collab stuff like google docs/slack