Elon Musk's move is ruthless; Grok Build directly ties into Cursor's 360k paying users, and on the eve of SpaceX's IPO, he has taken over the AI programming race entirely.

AIMPACT reports that xAI has launched early paid subscription testing for its first AI programming agent, Grok Build, aiming to surpass Claude in the short term. xAI has reached a $10 billion valuation agreement with Cursor; if SpaceX exercises its option, it will acquire Cursor for $60 billion later this year or continue the partnership for $10 billion. Through Cursor's 360k paying users, xAI will quickly enter the programming tools market, and Cursor will gain access to xAI Colossus computing power. This deal is synchronized with SpaceX's IPO restructuring, which is expected to become one of the largest in history.