OpenAI's Cursor cutoff and two theories about what it is really for
OpenAI has proposed ending the agreement that supplies its models to Cursor, now owned by SpaceX, on 12 November. On the Moonshots panel, one guest read the move as OpenAI betting on its own enterprise stack; another argued the real prize is reasoning traces — the working a model shows while solving a problem. Both explanations lead to the same awkward conclusion: Elon Musk and Anthropic now need each other.
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