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