Genius at work

$60 billion to acquire a vs code fork (free, open source) and all of their subscribers, which most of them are using more tokens than what they actually pay monthly

The business models of all this vscode forks (cursor, windsurf) is the exit strategy (operate at a heavy loss hoping for an idiot CEO acquiring them)

A company with lots of talented engineers like SpaceX and unlimited money could build an identical product in weeks at a fraction of the cost, without the heavy burden of users using opus for "free" in the subscription