> At the same time, Microsoft will likely replicate Windsurf and Cursor's features within a year. And deliver them with far greater stability and polish.
I agree with the first part, I'm much less optimistic about the second part. I suspect they will create something that is worse, but cheaper if you already pay for Github/Office 365/whatever. Then many large enterprises will switch to save money whilst the engineers complain, just like with Teams.
They already succeedd well enough that VSCode is the only Electron app I tolerate on my private systems, naturally on device assigned ones I have less control.
I mean they already have. GitHub Copilot was the first LLM coding tool before "LLM" was in the lexicon. MS/Github kind of squandered their lead with it, but they released Agent Mode a few months back https://github.blog/news-insights/product-news/github-copilo...
I use vscode for personal javascript projects but the time I spent on a .NET team using VS was an incredible downgrade compared to years and years of intellij. I ended up leaving because tech debt/bugs kept causing weekly overnight on call incidents that we were never given time to fix, but when they asked who wanted a Rider license I got myself on the list immediately.
I agree with the first part, I'm much less optimistic about the second part. I suspect they will create something that is worse, but cheaper if you already pay for Github/Office 365/whatever. Then many large enterprises will switch to save money whilst the engineers complain, just like with Teams.