Most funny thing is than Claude Code and Codexes of the work will become absolute a year later as Cursor did.
Tough space to be in, especially if you don't have big % of enterprise. Things change very fast and nimble folks leave very fast as well.
Enterprise is the only somewhat durable I think, as Antropic is charging you big bucks no matter what, so probably not much incentives to move everyone.
Kaito is far from being done. Price dropping only 20% shows.
Exa scraping Linkedin at scale shows you can do it. Smartly approached they can keep the data quality at a good level and preserve the analytics business.
And perfect moments for Yaps to go (links already point to just index page?)
I think its far from dead.
I.e why price only dropped 20%.
Exa scraped linkedin at scale. Why kaito can't do it? It might be more expensive and with worse quality, but still will work.
And a perfect moment to move from yaps to just analytics product, imo
One thing that really made me look into Claude Code (after I saw DHH mention it)
I have been running Gemini 3 Pro in Cursor and built crazy things with it.
But when money involved, you really want "idk" and not made up stuff.
Still like Cursor+Opus 4.5 more than CC, but it runs expensive.