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Re:Anthropic reportedly preparing for $300B IPO by blitzar on Wednesday December 03, 2025 @08:23AM (#46134202)
> Claude Code is arguably the best tool in its category at the moment. They have the developer market locked in.

I am old enough (> 1 year old) to remember when Cursor had won the developer market from the previous winner copilot.

Google or Apple should have locked down Anthropic.

Re:Anthropic reportedly preparing for $300B IPO by theptip on Wednesday December 03, 2025 @11:19AM (#46136273)
> Cursor had won the developer market from the previous winner copilot

It’s a fair point, but the counter-point is that back then these tools were ide plugins you could code up in a weekend. Ie closer to a consumer app.

Now Claude Code is a somewhat mature enterprise platform with plenty of integrations that you’d need to chase too. And long-term enterprise sales contracts you’d need to sell into. Ie much more like an enterprise SAAS play.

I don’t want to push this argument too far as I think their actual competitors (eg Google) could crank out the work required in 6-12 months if they decided to move in that direction, but it does protect them from some of the frothy VC-funded upstarts that simply can’t structurally compete in multi-year enterprise SAAS.

Re:Anthropic reportedly preparing for $300B IPO by rvnx on Wednesday December 03, 2025 @11:57AM (#46136850)
I'm not sure what is the advantage of Cursor ? It's just a VS Code plugin that sends queries to LLMs, why is it valued so much ? It's quite basic.

Is there some sort of unlimited plan that people take advantage of ?

Re:Anthropic reportedly preparing for $300B IPO by camdenreslink on Wednesday December 03, 2025 @01:15PM (#46137916)
It works well, and had first mover advantage. It also is a fork of VSCode, not just an extension/plugin.
Re:Anthropic reportedly preparing for $300B IPO by dana321 on Wednesday December 03, 2025 @03:09PM (#46139402)
Its really easy to use, you download, login and start working.

Its a step up from copy-pasting from an llm.

But claude code is on another level.

Re:Anthropic reportedly preparing for $300B IPO by fragmede on Thursday December 04, 2025 @01:40AM (#46144499)
Fun fact! You can use the word "just" in front of anything to make is sound trivial. Isn't planet Earth just one of eight planets in the Solar System? What's the big deal? Isn't Google just a website? Take out the word "just" and think on it a little. In this case, maybe there's something to that?
Re:Anthropic reportedly preparing for $300B IPO by pragmatic on Wednesday December 03, 2025 @08:51AM (#46134453)
If they had, they would have killed it.

Google should be stomping everyone else but it's ad addiction in search will hold it back. Innovators dilemma...

Re:Anthropic reportedly preparing for $300B IPO by bionhoward on Wednesday December 03, 2025 @08:55AM (#46134494)
Cursor still wins over Claude Code because Cursor has privacy mode