It's Always About The Reasoning Traces

I have an alternative theory of the case. Okay. I think this is all about the reasoning traces. It's always about who gets the reasoning traces. That's what's going on with China, the Chinese frontier labs that have been alleged to be using proxies to siphon off frontier reasoning traces from Anthropic. You'll recall that last year, Anthropic, shoe being on the other foot, Anthropic cut off Windsurf access after Google DeepMind hackwa-hired Windsurf, probably in order to gain access to their reasoning traces. You'll recall that SpaceX acquired or hackwa-hired Cursor in order to get the reasoning traces from both Anthropic and OpenAI. I think OpenAI is concerned that as a result of all of this M&A, Cursor gains access to reasoning traces from users interacting with OpenAI frontier models, and then that flows to SpaceX. I think, in fact, that The access to the reasoning traces and the history of reasoning traces was probably virtually all of the reason, other than maybe some financial justification, was all of the technical justification for SpaceX acquihiring Cursor in the first place to get that reasoning trace dataset. And I think OpenAI is probably rightfully concerned about all those reasoning trace post-training data falling into Elon's hands.