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I think the more likely explanation is that the Cursor data they effectively acquired for $10B was extremely valuable for their training when combined with the insane number of GB300s xAI has for training.

Cursor was 60B. The 10B number was the breakup fee if the deal fell through.

$60B in SPCX stock, which is sort of magic money.

> ... or are actively destillating it.

I just assumed every model manufacturer is distilling from the frontier models. If they aren't they are definitely trying to do it.

I wonder if the distillation was part of the compute deal.