What's Cursor's moat here? I'm a bit surprised that xAI/SpaceX needs to buy them rather than building their own VScode forked IDE or an agentic UI/CLI.
What's Cursor's moat here? I'm a bit surprised that xAI/SpaceX needs to buy them rather than building their own VScode forked IDE or an agentic UI/CLI.
It's data. Nobody is using Grok for SWE work, but they are using Cursor.
Could be contracts.