Why AI Models Aren’t the Product Any More | TWiAI Ep 18

SpaceX formally announced plans to buy Cursor for $60 billion in stock. The model is no longer the product.

It goes beyond the title with direct discussion of like, think, know, including: Cursor once accounted for 40 to 50% of Anthropics total revenue.

1. 01The model is no longer the product
2. 02The agent evaluations that sort of come on top, the harness, the user interface and so forth
3. 03The majority of the data spend, in fact, probably close to 100% of it, will be on the agents and the application layer versus the model companies