Consider what happened this week. SpaceX officially closed its $60 billion acquisition of Cursor, one of the defining products of the AI coding era. At almost the same time, SpaceXAI released Grok 4.6, a model explicitly optimized for long-running agents, coding, and multi-step knowledge work. The important detail is not that Grok moved a few points on a benchmark. It is that Grok now flows directly into Cursor, Grok Build, GitHub Copilot, APIs, and autonomous agents. Think of the early cloud era. AWS did not win because EC2 had the prettiest virtual machine. It won because compute became attached to storage, databases, networking, identity and eventually an enormous developer ecosystem. Intelligence appears to be following the same path. Anthropic seems to understand this. The company is reportedly discussing a roughly $6 billion acquisition of Decart AI, which works on model infrastructure, world models and compute optimization. The deal is not finalized, but the direction is...
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