The Ledger
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Masad: Low switching costs threaten VS Code forks like Cursor and Windsurf
“I think, especially on the VS Code Wars, the switching costs being so low, Is, is going to be a challenge for them. You can go from Copilot to Windsurf to Cursor in like five minutes.”
Nadella: Seeing GitHub Copilot in 2021 triggered Microsoft's $10B OpenAI investment
“In fact, this is probably the place where that billion to ten billion haven't because in 21 is when I first saw GitHub Copilot.”
Hays: GitHub Copilot reached around $500M in ARR
“Last we heard it was at Around half a billion in ARR.”
Depue: Cursor and Claude 3.5 Sonnet made AI coding genuinely useful
“And then it took until cursor for it to really like, I think cursor plus like three, five summit was when it became a thing that was good enough that people were excited about it. And it really ushered in the trend because people were starting to find it more …”
GitHub Copilot Was the First LLM Product to Achieve Low Churn
“GitHub Copilot was the one product that didn't have super high churn. Obviously that's changed now with things like perplexity and chat GPT and a lot of these apps, but GitHub Copilot was the first canary in the coal mine for these LLMs. These AI systems are r…”