- cursor is good and covers many different use cases (multimodel "agents window", ai assistant in the editor chat, tab completion, cloud agents, ai code & security reviews) - grok bot was first to market as "openclaw for enterprises" and feel they really pioneered this UX - grok models are so-so but 4.6 had a great bang for the buck; they may still return to the "pareto frontier" for coding given all the data that cursor has

also the valuation is not only on grok/cursor? also spacex (starling, currently cheapest deliver to orbit; future "data center in space")

actually for an ai company i think they are quite well diversified and have multiple things going on for them; are they worth $1T --> i don't know, but i see a way to them doing really good (will they? on average, probably not, but at least it imaginable)