> Looks like Elon's finally giving up on XAI and just selling the compute

I don't think that's certain yet, but I do think that the open-source models like Gemma and Qwen are getting so good so fast that even Anthropic has real risk around the long-term value of their models and tooling.

Basically, if I'm Anthropic or xAI, I try to get revenue whenever and wherever possible and see what sticks. There's no value in playing for monopolistic control when everything is so volatile.