true, but its not worth $60 billion fucking quid.
the whole thing is driven by irrational stock market investers who NEED ai to be the thing that saves the world.
they're betting everything on it.
This. They are after the harness engineering experience of the Cursor people, I'd assume the they want to absorb all that into Grok's offerings.
The value and the room for innovation on the harness side seems to be underestimated.
Oddly the harness also affects model training, since even GLM/Z.ai for example train (I suspect) their model on the actual Claude Code harness. So the choises made by harness engineers affects the model. For Kimi/Moonshot and OpenAI the company makes their own harness. Alibaba uses Gemini.
Very interesting dynamics.
If you had a really good (big) local model, maybe it's an option, but on the more common smaller (<32b) models, it will have similar problems in looping, losing context, etc. in my experience.
It's a nice TUI, but the ecosystem is what makes it good.
But if someone frames it "engineering talent that knows how to make LLMs even better at software development than competition" it might.
I see with my own work it works so it is not like Devin that was basically a scam that was valued at 10 billion.
In this kind of context yeah feels like it is quite possible to be worth 60 billion.