Nonetheless, the 10 Billion and 60 Billion deal with Cursor is weird as hell. I can only imagine that he wants to throw as much money at all of his shit before the IPO.
He probably wants the training data
Margins are going up for the 2 frontier model providers like crazy, and I don't expect it to go down more, I think we have seen the cheapest token prices already.
There is plenty of Chinamodels, Mistral and co.