1. Promising performance & low‑cost claim
"The model is (like Composer 2) based on Kimi K2.5 and they claim SOTA performance for 1/10th of the cost." – asar
2. “No moat” / fork stigma
"They are still a vscode fork with no moat? Like they lost about 70% of users in half a year which goes to show how there is not even the tiniest of moat." – Lionga
3. Pricing & usage‑limit worries
"$200 a month, I would run out of usage halfway through the month. Then be forced to use their composer model or whatever slow, dumb model they served up in their “auto” mode. For that same $200 a month, I could use Claude Code and basically never hit usage limits." – whywhywhywhy
4. Enterprise appeal & tooling comparison
"I feel like they've been targeting enterprise pretty hard. I know my company uses Cursor, and the companies that hire us also use Cursor." – GenerWork