I don't think outside of the Big 3 (Ant, OAI, GDM), given the strong competition from China, any other Lab has a chance at capturing the coding market if they aren't open weights (save for xAI whose latest Grok looks every bit good & will probably rely on Cursor for distribution instead of going open weights). There's literally no other selling point, as the capabilities have mostly converged by now among the chasing pack.
Open weights*
I don't think outside of the Big 3 (Ant, OAI, GDM), given the strong competition from China, any other Lab has a chance at capturing the coding market if they aren't open weights (save for xAI whose latest Grok looks every bit good & will probably rely on Cursor for distribution instead of going open weights). There's literally no other selling point, as the capabilities have mostly converged by now among the chasing pack.