My guess is that the telemetry data they can collect from interacting with claude code is the "secret sauce" behind a lot of the improvements we're seeing with coding models right now. Look at cursors Composer-2 release today. Clicking "accept" during plan mode, committing changes and pushing to a remote repo, etc. is a really strong reward signal.
Can't collect telemetry from applications you don't control.
Can't collect telemetry from applications you don't control.