Cursor may have had incredible growth, but so many companies are getting into these early and obvious products to enhance developer productivity, I don't think they're going to be dominant (independently at least) for much longer.

Google is a direct competitor now, every major model company has an agentic coder, tons of people are putting out small enhancements and useful tools to augment all of these.

In terms of creating a viable business, I would (and have) position myself a step or two away from these obvious solutions. Further out in the ecosystem there's a ton of nuance around specific use cases, programming languages, development and deployment environments; all which will be revolutionized (again) in the years to come.