Elon Musk just spent $60 billion on a coding app. For two years everyone fought over chatbots. But behind closed doors, the real AI war quietly moved somewhere far more valuable — code. Whoever owns how software gets built, owns everything. Here's where the four giants stand right now: 1) Anthropic got an early lead with Claude Code — already one of the most trusted tools among developers 2) OpenAI pushed deeper with Codex, betting on AI woven directly into developer workflows 3) Google is offering simplicity — already in our ecosystem, why pay more elsewhere 4)Microsoft is throwing everything behind Copilot, fighting to reclaim ground it once looked certain to win Then Musk made a move nobody saw coming. SpaceX secured the right to acquire Cursor, one of the most popular AI coding tools in the world — in a deal valuing it at around $60 billion. A rocket company spending that on a coding app tells you exactly how important this space has become. This is round one. The next f...