I barely use the autocomplete features of Cursor, and for agentic coding, Claude Code blows Cursor Agent out of the water. I don't think Cursor has anything that cannot be replicated in a week or two other than the first mover advantage; certainly not an advantage that cannot be justified at 30B+ valuation.
It's more than that. They have both their own completion model and now agentic one. It's not a basic fine-tune, because it's faster than anything else available out there, so there's something interesting in the architecture itself.
yeah its not fair to call it a finetune because finetune carries connotation of "there wasnt that much extra compute and data added". RLFT has a lot more added to it as Sasha alluded in his talk https://www.youtube.com/watch?v=md8D8eNj5JM - the x axis is log scale, think about that
the framing here is more about "why would you start from random weights when perfectly good starting weights exist" https://www.latent.space/p/fastai
they are building their own editor (granted they didn't do it from scratch); they do build their own models (see composer);
they may not have done a lot of this from scratch but there's still a lot of innovation in what they're doing. they're also building a pretty fantastic product and clearly the leader today in AI innovation for IDEs.
may not be everyone's cup of tea; but i think you might be detracting some of their innovation.