Standalone Cursor
SpaceX-owned
own model reaches frontier
own model misses
Retail-to-wholesale inference margin loop and the compute vertical-integration fix
Colossus
xAI · Memphis
Nvidia GPU cluster
inference @ wholesale
capacity toward ~1M
Cursor
coding app
routes to retail
wholesale lane
Frontier suppliers
retail API rates
contracts persist · 90-day notice
Claude Code
own compute · wholesale
retail
wholesale
misses frontier — retail again
margin trap
gap closed
retail again