Cursor just hit $2 billion in annualized revenue with roughly 50 employees. Their biggest models inside the app are made by OpenAI and Anthropic. To train their own competing model, Composer 2.5, they're renting GPUs from xAI. Three frontier labs are now feeding the fourth. xAI's Colossus is the largest single-building supercomputer on Earth. 200,000 H100s in Memphis. A roadmap to 1 million. xAI burns roughly $1 billion per month operating it. Grok still trails ChatGPT, Claude, and Gemini in…