Yes I think you're right. Reinforcement learning is extremely compute heavy, which cursor doesn't have. And X.ai doesn't have the coding agent data anthropic/OpenAI has, but does have the compute.

However, one thing in AI is that while the usage goes up extremely quickly, it tends to go down just as fast. I know a lot of companies that are in the process of switching from Cursor to Claude Code, so in 6-12 months I'm not entirely sure of the data quality/quantity.

Also I think it is telling that they are calling them SpaceX not X. The X brand is absolutely toxic, especially in enterprise.