Other big players may have collateral incentives. OpenAI & Claude has much broader goals for its AI. Microsoft has a whole range of technologies, plus Azure, to lock developers into its ecosystem. But what about Cursor?

The more it progresses, the fewer human programmers will be left, which would eventually eliminate subscription revenue. Are they on an audacious path? Or do their business plans envision a bright future in which the world produces and uses 100x or even 1000x more software?