Elon now owns the full stack: compute (Colossus), models (Grok/xAI), and the developer tool (Cursor). But unlike Codex or Claude Code, Cursor is model agnostic. You can run Claude, GPT, Gemini, any model. It’s not locked to one company. And now it has SpaceX resources behind it. Cursor was bottlenecked by compute. That bottleneck just got removed. $4B annual revenue. Over half the Fortune 500 uses it. The AI coding wars just introduced a third player with very deep pockets. #spacex #cursor #ai #