[Reubend]

I think you're right. Other providers can offer coding subscriptions that use in-house models, and this sets the stage for a Grok coding plan that's built in to Cursor.

$60 billion seems expensive, but it gives them a much better chance at competing in the market than if they started their own harness from scratch.

[JustExAWS]

Absolutely no enterprise - I work in enterprise cloud consulting - absolutely no company would trust Grok with their IP compared to Anthropic or OpenAI with Musk’s reputation on how he runs his businesses.

Anthropic just tolerates the money losing developers who pay $20/$200 for subscriptions.

[Reubend]

They'll sign a contract, and the contract will be very clear about whether using user prompts as training data is allowed or not. They're not going to care much about reputation; they'll care about the terms they sign with.

[Marsymars]

I don't get the sense that Elon's companies care much for the contracts they sign.

e.g. https://arstechnica.com/tech-policy/2022/12/twitter-stiffs-s...

I wouldn't trust a contract from one of Elon's companies unless they were willing to put in escrow an amount that would make me whole in case of a breach on their side. (And that amount would be quite large in the case of a potential breach involving using prompt data for training.)

[ascorbic]

Maybe the play here is a way to sneak sneak Grok into enterprise by calling it Cursor. Or they'll just give up on it and run Cursor's fine-tuned Kimi on Colossus.