Just like Microsoft and most companies around PCs, their existence isn't about pushing any boundaries, but seemingly targeting deploying what's already been "invented" into the corporate world and bigger companies. Not "wrong", just different.

Sure, agreed. But they do their own pre-training, at great expense, on outdated model backbones.

Wouldn't it be better to do something more like Cursor, and RL on an existing pretrained model if you're not innovating anyway?