| One theory of the play of SpaceX might do if everyone migrates to query-based billing: Provide cheap and unlimited access to Grok for programmers (hence the Cursor partnership/purchase for distribution). -> This would drag massive revenue right before the IPO announcement, like if the company is super growing -> At a loss, but don't worry, we need these funds to build the biggest datacenter of the universe. This announcement would create enough momentum to increase valuation, and because of the merge of his companies, would save his X/Twitter investors from a tragedy. -> Would also be a great service to Cursor investors and so, who are stuck with their VSCode fork |