I know the submission parent of the discussion I'm gonna link is not for everyone and might be considered a "rant", but the subject immediately reminds me of this:

https://news.ycombinator.com/item?id=44424456

Make Fun of Them (42 days ago, 43 comments)

Specifically the product value compared to the operating cost.

Now, if the tool (Claude Code) really is very valuable, and Cursor is just a very good integration, and they manage to guard their moat (brand, subscription, glue code), maybe there's something to it.

I'm not a businessperson, like I said, just immediately reminded me of that post I read on the weekend.