Curser is the only possible play to make Grok AI some how useful to enterprise, where the vast majority of spend is / will be? Feels like it could only possibly worth this much to Musk. For me Anthropic are too far ahead - this will likely all be for zero shareholder value when Anthropic continues to pull ahead. Will be interesting to see if Musk switches off Collosus to impede Anthropic at some point.