The AI dev tools ecosystem is having its identity crisis moment - and it's revealing. Two forces are colliding: aggressive consolidation as platforms race to own the full development cycle, and a simultaneous push toward open standards that could prevent those same platforms from creating walled gardens.
Cursor's acquisition of Graphite (announced December 19) perfectly captures the consolidation dynamic. Cursor, already valued at $29B, is expanding from AI code generation into AI-powered code review and workflow orchestration. The thesis: AI accelerates code writing so dramatically that review becomes the new bottleneck. Graphite's stacked PR workflows and review tools solve exactly that. This follows Cursor's earlier Supermaven acquisition - a pattern of "platform completeness" where AI-native IDEs aim to control the entire dev loop from ideation to deployment.
Meanwhile, just two days ago (December 18), Anth