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Comment by miki123211

2 months ago

It's not the codebase they're purchasing, it's the customer list, R&D talent, and most importantly, data corpus.

X AI is weak on coding and most of their founding researchers have departed for greener pastures. Musk has a great datacenter, but no researchers or data to use it with. This acquisition makes sense in that context.

See also ($, Stratechery) https://stratechery.com/2026/john-ternus-and-apples-hardware...