No companies has any particular moat in this space.
IDE switching cost is minimal if it’s all VS Code (extensions come over)
All work on GitHub so you can switch different agent for every PR.
Only moat is context and tools that others can’t add easily!!
today we are introducing codex.
it is a software engineering agent that runs in the cloud and does tasks for you, like writing a new feature of fixing a bug.
you can run many tasks in parallel.