It's really a simple story, they built infrastructure years ago, initially they rented it, so companies outsourced their computing tasks to them. But eventually came up with the idea what product could they put on top of their infrastructure to sell it for dollars rather than pennies. And they did.
They don't need a moat because they provide turnkey utility to a lot of very rich corporations. They are not in the business of selling the vs plug-in to you. They are in the business of selling developer experience powered by their own vast compute to a lot of very rich corporations.
They had millions in revenue before they hired their first sales rep. I don't think just a VS plug-in startup could do that.
https://www.unite.ai/varun-mohan-co-founder-ceo-of-codeium-i...
It's really a simple story, they built infrastructure years ago, initially they rented it, so companies outsourced their computing tasks to them. But eventually came up with the idea what product could they put on top of their infrastructure to sell it for dollars rather than pennies. And they did.
They don't need a moat because they provide turnkey utility to a lot of very rich corporations. They are not in the business of selling the vs plug-in to you. They are in the business of selling developer experience powered by their own vast compute to a lot of very rich corporations.
They had millions in revenue before they hired their first sales rep. I don't think just a VS plug-in startup could do that.
https://www.saastr.com/cro-confidential-how-codium-built-a-b...