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So I wrote a thing redmonk.com/jgovernor/on...

I see here yet another failure of Open Core to work out for the creator of an Open Source project. $27B of apparent value for an editor, none of it realised by Microsoft; and the value/lock-in proposition actually ended up being ripe for vendor-neutral duplication.

for the time being, yes; depends on where the centre of gravity is for vs code in 2-3 years. a $27B valuation for cursor seems like a huge bet on that centre shifting.

From an ROI perspective I would argue Code has more than paid for itself. Microsoft is back in the game, and Code was a big part of that.

Yeah. And the open core analysis is also very different when you’re MS than when you’re a startup. Ultimately VS is a complement to GH and Azure, so if Cursor succeeds in getting people to write a lot more code… those complements are still going to do very well for MS.