Grok 4.3 was made on Colossus 1? It's not frontier quality, but it's definitely not nothing. Also, Cursor brings more expertise to help them improve their utilization further.
Additionally, I struggle to see how renting out excess capacity is anything but good. It brings in a ton of cash at a price premium, and ensures they have headroom to gradually phase out rental capacity as their internal demand increases.
> You think they have more compute than Google?
Fair point. No way they have more raw compute, but I do think it'd be fair to say they have more "excess compute capacity" than Google, but even that is pretty speculative.
> You think they have the most cashflow?
Again fair point. I was overestimating how much cash comes from a $2T IPO before actually looking at the numbers. My revised take is that SpaceX/xAI are now in-line with the other labs on cash liquidity, rather than leading (where pre-IPO they were way behind)
> You think they have higher quality training data than Anthropic, Google, and OpenAI?
Yes -- I'm standing by this one. Cursor has a multi-year head start on agentic coding data collection, and a GUI UX that likely provides richer user sentiment & quality signals than something like Claude Code.
Obviously OpenAI & Anthropic have far larger proprietary datasets for chat histories, and Google is an undisputed leader in data hoarding. But when it comes to agentic coding specifically (AI's most compelling use-case, IMO), I think Cursor's data is a HUGE deal. This is backed up by how good Composer 2.5 was given it was essentially Kimi K2.5 + Cursor data.
Additionally, I also suspect its possible to mine Twitter for user engagement & sentiment analysis to create surprisingly useful datasets.
> Training on what? They rented both of their data centers away!!!
I thought they only rented Colossus 1, but you're right they're also renting out a portion of Colossus 2. That said, they still have 2/3 of their Colossus 2 facility available for internal, which is likely enough to build something competitive. They also have 90-day termination agreements in place once they forecast a need for more internal capacity.
All that said, while I appreciate your pushback & I was overly hyperbolic on a few key points in my last comment, I stand by my core theses: The Cursor acquisition (assuming it goes through) combined with the SpaceX IPO puts xAI/Grok right in-line with the other big labs, at least in terms of positioning.
Whether they're able to execute remains to be seen, but I would not at all surprised to see a frontier-quality Grok 5 or Composer 3 release before the end of the year.