It's not about the tech, it's about the pool of users that use Cursor, by acquiring Cursor you get a bunch of users + subscribed and already paying pool of people instead of just rebuilding something from scratch and convincing people to change their tools with a new one
Is it about the users or the data the users generate. Pretty easy to see the day devs are replaced by the data they themselves generated. Companies are only going to get one chance to grad this data. Similar to the internet cutoff.
