knee-jerk is that it's weird, but makes sense: * X will have a total of ~2GW of GPU sometime this year largely not doing much outside of 'grok is this true' * despite no longer being in vogue with consumer devs Cursor still has a lot of developer data that can assist in building a model * Cursor have decent enterprise relationships (while for xAI it is ~zero) and that's where the real revenue for llms + agents is * C…
However, one thing in AI is that while the usage goes up extremely quickly, it tends to go down just as fast. I know a lot of companies that are in the process of switching from Cursor to Claude Code, so in 6-12 months I'm not entirely sure of the data quality/quantity.
Also I think it is telling that they are calling them SpaceX not X. The X brand is absolutely toxic, especially in enterprise.