[Rover222]

You make it sound like they’ve given up on Grok, which I don’t think is accurate. I think it’s been mentioned the Grok 5 1.5T model is currently training on Colossus 2. And their recent deal with cursor is part of being able to eventually compete with Anthropic for agentic coding.

[pqtyw]

There is no evidence they can deliver anything competitive based on their past performance, though.

Even if their model is competitive or even surpasses e.g. Deepseek (which is far from given) how would that justify a huge valuation?