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.
Yup, agreed with this as well. Probably also why they've been investing so heavily in the desktop Claude Code experience; very hard to gather great telemetry from a terminal app.
Literally everyone is desperately trying to figure out why it's so bad and how to make it work consistently using harness etc. But in spite of this massive effort things always go awry after a while. Maybe in a year or two someone figures it out.
Can't collect telemetry from applications you don't control.