My honest read is that, having everything — the data centers, the compute, the models (however misaligned they might be), the only thing xAI is missing is users. They don’t have any users because the only people who use Grok are essentially Elon’s fanboy club, and all they pretty much do with it is ask it to generate arguments to win their Twitter threads or nonconsensually unclothe people. Cursor gives xAI a captive audience of users; most sophisticated users don’t use it anymore, so anyone left is unlikely to be opinionated when models are shifted to Grok. Marriage made in heaven.