And presumably they'll use the funding to build more than just a modified VSCode.
Composer-1 is very good for routine code edits.
Claude and Gemini get pulled in for hard problems and architecture.
I'm wondering if AI coding companies almost NEED to be this capital heavy to pay for the massive LLM costs.
> We’ve also crossed $1B in annualized revenue
A 30x revenue multiple on (presumably) relatively low-margin revenue is certainly punchy.
One wonders how much of their $1bn of ARR they're paying straight through to Claude/Anthropic.
$90m in employee expenses so that's neglible.
Prob burning through 200% of revenue which I've seen elsewhere. But they also probably spend a fair amount training their own model. I don't think it's foundation model. But it's pretty fair to assume that $1bn revenue is about $2bn to Anthropic/GPT/Grok
I’m greedy to ask but is there a better alternative? Hard for me to imagine. I tried Copilot was no where near as good.
But you can also see quantitatively that Sourcegraph produces the most accepted code: https://www.theinformation.com/articles/openai-catching-anth...
For agentic coding, people tend to prefer Codex or Claude Code, but I haven't heard many opinions about Cursor's new Composer yet.
I've seen very little, meaningful difference. They all have their quirks, things their good at / bad at. The underlying models are very similar as well
I think what you are say is true too but another angle is that people use these tools in different way so they yield different results. Hell even the expectations are different. Someone prompting for some React components will much happier with Claude sonnet 4.5 than me. I do heavy GPU programming and scientific computing stuff where LLM will mostly give you hallucinating answers 80% of time.
That last word, operators, I have seen used multiple times over the past couple of weeks to refer to managers and politicians. Is that the usage here too? If so, is this a new trend in the tech world? I’ve certainly heard of “political operators” in TV shows about Washington DC, but the usage in tech is new to me.
valliveeti•5h ago
VBprogrammer•1h ago