> They really need to change their trajectory then?
They need to step up progress sure.
> And regardless being owned by xAI, a failed AI company which turned into a datacentre operator probably won't help them to achieve that.
I think near unlimited access to compute is exactly what they need to train a frontier level coding model and serve it cheaply and profitably.
> The market for "coding harnesses" and "AI IDEs" is already oversaturated
I think my entire point was that it's not just a AI IDE. It's a coding focused model (currently Composer 2.5, soon hopefully something better), a Github Replacement, PR review/Bug Bot, Cloud Agents and so on and so forth. It's a ecosystem. An enterprise signs a MSA with you and gets everything they need all in one place.
I think near unlimited access to compute is exactly what they need to train a frontier level coding model and serve it cheaply and profitably.
> The market for "coding harnesses" and "AI IDEs" is already oversaturated
I think my entire point was that it's not just a AI IDE. It's a coding focused model (currently Composer 2.5, soon hopefully something better), a Github Replacement, PR review/Bug Bot, Cloud Agents and so on and so forth. It's a ecosystem. An enterprise signs a MSA with you and gets everything they need all in one place.