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why this is a surprise? I have 0 reasons to buy IDE in 2026.

Their main moat was smart refactor, and a few other nice tools to debug. regardless of what you think about coding is done, agents and your harness is the best tool. I heard they doing business accelerator to find a new business ideas. But as a company, hardly imagine anyone buying expensive IDE in 2 years. Why?

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> regardless of what you think about coding is done, agents and your harness is the best tool.

I guess you're all in on that Anthropic IPO with the "coding is solved" approach.

There will always be people that write code with pen and paper. Its going to be an art form though rather than something productive.

> why this is a surprise? I have 0 reasons to buy IDE in 2026.

If the first part follows the second, the surprise is that revenue is up while the prevailing opinion appears to be "no-one needs to buy an IDE".

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