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by pietz
1 day ago
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It's a crazy number especially since Cursor feels kinda dead. Few thoughts from the other side: - xAI needs the coding related data to compete with Claude Code and Codex - Recent progress with Composer 2.5 seems promising given the size - The may get a comeback on the smaller than Enterprise battle field now that the other two got so expensive - The way that Elon set up this entire process was quite genius. They locked in this option before, and now after the gains through the IPO, it feels almost like a discount, lol |
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