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Comment by giancarlostoro

17 days ago

I wonder where they will take this, if they'll use the Cursor team to help make Grok Build (which is not just a tool like Claude Code, but an actual Grok model too) more refined for programming? Would make sense to me, and in turn also provide Cursor with more compute they can use.

It also provides xAI with a pre-existing enterprise distribution channel. At the end of the day, distribution is equally as important as the underlying product itself and in some cases is even more critical.

  • I think that's another thing, while I would like to test Grok more, the Grok AI plans are very generic and not tailored specifically for programming, which is frustrating because I get maybe 8 hours out of Grok for $40 for an entire month, I do wonder if they offered a "Grok Build only plan" if it would actually give me access to more compute. Maybe they intend on making it through Cursor.

    I do hope that Cursor doesn't remove any of its current model offerings, and just offers Grok Build in addition to what they already offer, in my opinion unless most of their clients "switch" to Grok (like metrics show they're mostly using Grok vs other models), it would make more sense.

  • No company that uses Cursor now is going to be ok with using xAI models.

    • Not necessarily.

      Enterprise AI adoption has reached a point now where FinOps matter, and a harness platform story with a discounted underlying model can be enticing for a number of organizations.

      I've seen Gemini land well in a F100 well known for their AI hardware story for that reason, and Alibaba's leadership canned the OSS minded Qwen team in order to build a similar commercial minded approach as well.

      At least in cybersecurity, we're also reaching a point where the harness is starting to matter more than the underlying foundation models, and building a harness/bedrock style story while discounting a specific model can play well in upper market deals.

    • What makes you think so? Is it only because you dont like Musk or do you have some insight into all companies using Cursor you want to share with us? Even if you dont like Musk you should realise that others may not share your sentiments and/or may have similar feelings regarding SamA, DarioA or any of the other CEOs in this field.

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They'll likely just take all the various enterprise contracts to help inflate SpaceX earnings, that's the only reason why you'd buy this if you were Musk. Need to help keep the lie going as long as you're still alive.