1.5T V9 plus Cursor data turns Grok 4.5 into a vertical-integration bet: code/editor telemetry feeds the model, Grok Build closes the eval loop, and Tesla/SpaceX supply captive production users. DeFi has a clean analogue in Chainlink or Arbitrum sequencers: privileged data and distribution compound fast, but closed evals leave everyone pricing a black-box trust assumption until adversarial flow hits.

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