Hi everyone! Boris from the Claude Code team here. @eschluntz, @catherinewu, @wolffiex, @bdr and I will be around for the next hour or so and we'll do our best to answer your questions about the product.
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With Claude Code, the goal is clearly to take a slice of Cursor and its competitors' market share. I expected this to happen eventually.
The app layer has barely any moat, so any successful app with the potential to generate significant revenue will eventually be absorbed by foundation model companies in their quest for growth and profits.