am.will(@LLMJunky):I think it's pretty clear that Cursor saved xAI. Just a few months ago, they were the butt of almost every joke (the ones not made about Mistral anyway) Who's laughing now? No one. Take this as a lesson next time that you hear someone say that some company "is cooked." All of these labs are just one killer product, or one killer model, away from being talked about everywhere. Count out Google, xAI, Meta etc at your own peril. There is no moat. Build something amazing and people will use it. Thank you for coming to my TED talk.

2026.10.09 17:43

I think it's pretty clear that Cursor saved xAI. Just a few months ago, they were the butt of almost every joke (the ones not made about Mistral anyway) Who's laughing now? No one. Take this as a lesson next time that you hear someone say that some company "is cooked." All of these labs are just one killer product, or one killer model, away from being talked about everywhere. Count out Google, xAI, Meta etc at your own peril. There is no moat. Build something amazing and people will use it. Thank you for coming to my TED talk.

am.will@LLMJunky

2026.06.18 01:17

I think @SpaceX buying Cursor has fundamentally (and drastically) changed the direction of SpaceX, and will go down as one of the most important decisions they've made. It won't be long before we see Grokomposer models at least in the conversation for best SOTA models. Consider this: 60% of @xai Q1 capex went to building out AI infrastructure. But they really didn't have a great product to bolt onto it. In fact, they were the butt of many jokes. Not anymore. Now they have: > Colossus compute > New 1.5T param model trained from scratch > Composer 2.5 > Cursor for distribution > Origin as the code host and most importantly... > an incredible wealth of data to train future models That is the entire stack, end-to-end. Is there another company that can boast such coverage? It's kind of incredible. A lot of people shrugged off xAI as the Grok models sadly lagged way behind. Those days are likely over.