I think many people have underestimated this news. It’s rumored that SpaceX and xAI are collaborating with Cursor to develop their own AI model, moving away from reliance on third-party models. Many people’s first reaction is that this is just another new AI model. But I believe the real focus isn’t the model itself—it’s that they’re now building their own AI production chain. xAI has the computing power; Cursor has the developer access point. Previously, the competition was about model capability—who was the smartest. But I think the real battle moving forward will be about who becomes the indispensable tool in developers’ daily workflows. One more crucial point: I heard the new model will be trained using the Colossus supercomputing infrastructure, aiming to match GPT-5.5 and Opus at a significantly lower cost. If the model truly succeeds in driving down costs, then in the future, enterprises choosing AI won’t just compare who’s the smartest— but who’s the cheapest, fastest, and most user-friendly. After all, the biggest pain point in AI today is the constant burn of token costs. So I believe the next phase of AI isn’t just about model competition. The real battleground is becoming the ecosystem developers can’t live without.