The Grok Glow Up

SpaceX bought Cursor for $60 billion on August 14, two days after Grok 4.6 shipped and a day before Grok Bot launched. We break down why the real prize isn't the product - it's years of accept/reject data from millions of engineers, the closest thing anyone has to an RL environment for white-collar work. Plus Colossus 2 renting GPUs to Google and Anthropic at a one-year payback.

Then: Anthropic quietly baking watermarking into Claude's sampler worldwide, John Gruber wrote a teardown, and writers revolted. But Richard thinks it was never about the EU at all.