I'm sure this seemed like a great idea a year ago (they first mentioned it with their Series B).
But a lot has changed in those 12 months.
Frontier models and coding agents have advanced so much that I don't really see much value in this anymore.
Not sure the DeltaDB based features really add anything significant compared to the alternatives.
I reckon the game here has to be adding a service that stores the data and runs agent sessions?
The product is not an IDE, it is exactly the agent-native experience you're saying is required for current gen models.
When cli agents and the models behind them advanced sufficiently, I basically ditched the IDEs/editors with ai built in, and went back to plain fast sublime & vim. Though I'm playing a bit with helix these days. But back to more focused tools instead of a mishmash soup of ui and interactions
To be fair: a year ago the editor was in the center and the AI chat was in the sidebar-- Cursor.
Here they've moved the AI chat to the center and code editor has been pushed to the side.