They had two big substantive flaws on top of the political stuff. Aside from a brief window last summer Grok has been behind the curve for coding, and before the Cursor acquisition they didn’t have a harness. Now they have an Opus tier model and a real harness they have at a minimum the opportunity to undercut the competition on price. And with the 5T and 10T models being trained on Colossus 2 they have the possibility to leap ahead.