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I think the more likely explanation is that the Cursor data they effectively acquired for $10B was extremely valuable for their training when combined with the

I think the more likely explanation is that the Cursor data they effectively acquired for $10B was extremely valuable for their training when combined with the insane number of GB300s xAI has for training.

winstonp 2mo ago
Cursor was 60B. The 10B number was the breakup fee if the deal fell through.
- bpodgursky 2mo ago
  $60B in SPCX stock, which is sort of magic money.