The agentic side is nothing special and it's expensive for what you get. Even if you're the exact target audience - don't want CLI, want multiple frontier models to choose from for a fixed monthly price - Augment is both more competent and ends up cheaper.
Then for everyone else who is fine with a single model, Claude Code and now Codex are obviously better choices. Or those who want cheaper and faster through open weights models, there's Opencode and Kilo.
The mystery is that the other VC backed ones seemingly don't care or just don't put enough resources into cracking the autocomplete code, as many are still staying with Cursor purely for that - or were until CC became mainstream. Windsurf was making strides but now that's dead.