I don't see this. The ai software engineer that succeeds, maybe it's because of a mixture of very complicated architecture derived from novel research etc. You can't replicate that with just hiring more human engineers, it takes time and effort and elite hiring. Plus enterprise support etc.
Devin etc will give you let's say 10x more engineering power, but not necessarily elite one.
Agreed on everything. Just to add, not only anthropic is offering CC at like a 500% loss, they restricted sonnet/opus 4 access to windsurf, and jacked up their enterprise deal to Cursor. The increase in price was so big that it forced cursor to make that disastrous downgrade to their plans.
I think only way Cursor and other UX wrappers still win is if on device models or at least open source models catch up in the next 2 years. Then i can see a big push for UX if models are truly a commodity. But as long as claude is much better then yes they hold all the cards. (And don't have a bigger company to have a civil war with like openai)
regardless, you did not answer OPs point, which is that any potentially malicious site can prompt inject you at any point, and trigger an MCP or any other action or whatever before you see them and stop them. The whole point of an AI browser is like self-driving car, being able to de-focus and let it do its thing. If i have to be nervous to watch if im getting hacked at any given second, then it's probably not a great product
Devin etc will give you let's say 10x more engineering power, but not necessarily elite one.