It’s a good theory. But in practice, it’ll become ever so easy to build something similar, and there’ll be numerous free options to choose from. Good enough free options. And quite probably the bigger fish will start buying the smaller, until it naturally becomes a monoculture. All major editors already have free AI extensions, including the legacy ones like Vim. The only subscription you might need is to the LLM. A way better bet would be to make a model over a specific programming language, you’d have unfairly superior end-to-end development quality and performance, plus a niche to cultivate. My opinion is that the age of general models will not last. You will never be able to run the most capable one on current consumer hardware, yet, you will be able to run a specialized model. All in all, it seems like this generation of AI products will be cemented as progress on AI interfacing, that it, the AIs UIs.