No sooner had Cursor come under Elon Musk's control than OpenAI cut off its service supply. You guys in Silicon Valley don't even bother to put on any facade at all.
Sam Altman, also known as the "Silicon Valley Pure Hatred War God", has made another move.
Right after Cursor changed its owner to the Musk family, OpenAI is about to cut off its model supply...
Just two weeks after SpaceX spent 60 billion USD to acquire Anysphere, the parent company of Cursor, OpenAI suddenly announced:
It will invoke the "change of control" clause in the contract, and plans to officially stop supplying models to Cursor on November 12, 2026.
The reason is extremely straightforward —
Elon Musk has way too many "previous convictions", we don't trust his commercial credit at all~
OpenAI even specially brought up old scores, listing out Twitter's contract breaches and xAI's past violations of OpenAI's terms of service.
As soon as the news came out, Musk himself went online immediately, showing no care at all, and even felt a little like swearing:
I couldn’t care less, and he did not forget to call Altman a "bastard" while taking the chance to vent his anger.
Netizens who were watching the excitement couldn't hold back anymore, and directly went under OpenAI's post to roast:
Maybe your company should consider renaming itself Closed AI~
To put it simply, the "Silicon Valley tech circle" is just too chaotic...
SpaceX just bought Cursor, and OpenAI is about to cut off supply
Speaking of which, the fuse of this "supply cut" drama dates back to two weeks ago...
On August 14, Cursor officially announced that it was joining SpaceX.
In fact, as early as April this year, the two sides had already started cooperation, and then SpaceX obtained the option to acquire Cursor.
The final result, as everyone has seen —
SpaceX acquired Anysphere, the parent company of Cursor, in an all-stock transaction worth 60 billion USD, and completed the acquisition officially this month.
In those few days, the key words that the two sides talked about were all "vision", "computing power" and "doing big things together".
Cursor also stated at the time that after joining SpaceX, it would get the support of "the world's largest GPU cluster", so as to train models with stronger capabilities and lower operating costs. It was full of promising prospects!!!
Even the results of the cooperation between the two sides have already been served in advance —
Grok 4.6.
Public data from Cursor shows that Grok 4.6 has reached the cutting-edge level in multiple Agent programming and knowledge work benchmarks.
Its overall score on the Artificial Analysis Intelligence Index has even tied with GPT-5.6 Sol.
But Cursor probably never expected that
after joining Musk's camp, the first things it got besides the computing power dividend were the "commercial credit bills" Musk had accumulated for many years...
Right after the acquisition was completed, OpenAI made its move.
On August 28, OpenAI specially released an announcement titled: "Our Decision Following SpaceX's Acquisition of Cursor".
The first paragraph at the beginning directly gave the conclusion —
OpenAI has notified SpaceX that it will gradually terminate the provision of OpenAI models to Cursor, with the final termination date set on November 12.
The reason for leaving a buffer period of more than two months is that OpenAI chose to implement it according to the longest notice period allowed by the contract, so that developers can retain access rights for as long as possible. (Pretty thoughtful.jpg)
As for why it wants to cut off the supply, OpenAI hardly beat around the bush, which translates to one simple sentence in plain language:
Elon Musk's "commercial credit" is not that good in our records...
Based on our past experience dealing with companies under Elon Musk, we cannot be assured that SpaceX will use our technology in accordance with the terms of service.
Right after that, it started to go through all the old scores one by one!
The first score is about Twitter.
OpenAI stated that after Musk acquired Twitter, the company once violated the contractual terms signed with OpenAI.
The second score is about xAI.
OpenAI further stated that earlier this year, Musk admitted under oath that xAI had also violated OpenAI's terms of service.
Coincidentally, the customized agreement that Cursor previously signed with OpenAI did reserve such a safety valve:
Once the company's control changes, OpenAI has a limited window to cancel the contract.
Did SpaceX's acquisition of Cursor just trigger this window directly???
At this point, the fire had already burned to Cursor's doorstep, and the top leader Musk finally stepped in.
His response attitude was very "Musk style" —
He doesn't care at all.
Then, he took the chance to scold Sam Altman and Greg Brockman together. (Really typical Musk style)
The old memories that had faded away suddenly... suddenly came back...
After all, everyone should have heard a little about the long-standing feud between Musk and Altman.
In the first half of this year, the two sides just finished a lawsuit centered on a 150 billion USD litigation.
Musk accused OpenAI of deviating from its non-profit mission at the time of founding; the US federal jury finally ruled that Musk lost the case, and one of the key reasons was that the prosecution had exceeded the legally allowed time limit.
The lawsuit had just come to an end, and now the battlefield has shifted from the courtroom to model APIs.
It can only be said that the "Silicon Valley" tech circle is just too chaotic...
Cursor: OpenAI only accounts for 5% of our traffic, Claude is stepping in to fill the gap quickly!
Of course, Musk's confidence to say "I couldn’t care less" comes from somewhere.
Because OpenAI may not be that important to Cursor now...
Michael Truell, co-founder of Cursor, stated in his response that the OpenAI model currently accounts for only 5% of Cursor's user traffic.
This number more or less douses the supposed "power" of OpenAI's supply cut.
You know, in the early days, Cursor was largely built on third-party cutting-edge models, and OpenAI was also one of its earliest model suppliers.
Michael Truell also specially emphasized that Cursor has been a customer of OpenAI for a long time, and the two sides have cooperated for many years. They have always believed that OpenAI's platform can become a "neutral infrastructure" behind the business.
So at the moment, Cursor is not tearing up the face directly.
According to his statement, the team is still communicating with OpenAI, hoping that there is still room for a turnaround.
But while Cursor is still negotiating, another old friend who also "has a feud with Altman" has already smelled the opportunity and rushed over —
Company A. (laughs)
Just hours after OpenAI announced the supply cut, Tom Brown, co-founder of Anthropic, quickly stated —
Anthropic is prepared to increase computing power investment and continue to support Claude in Cursor.
This timing is very subtle.
OpenAI withdrew its supply to Cursor because of Musk, and the one that stepped in to fill the gap is Anthropic, which is also in fierce competition with OpenAI.
Looking around, Cursor's model supply has not been cut off at all...
It's just that the relationship between the suppliers is a little bit "everyone has a feud with each other". (doge)
More importantly, this is actually a good thing for Cursor, because it means it has more and more cards in its hand now.
On the one hand, top external models like Claude are stepping in to fill the gap quickly.
On the other hand, after joining SpaceX, it has access to larger-scale GPU resources, and Grok 4.6, which is cooperatively developed with SpaceX AI, has already been available.
In this case, the 5% share that OpenAI withdrew may not necessarily cause much damage in the short term???
On the contrary, this supply cut incident has revealed an increasingly obvious trend in the AI model market —
In the future, before an AI product can integrate a certain vendor's model, it may really need to check first whether the bosses of the two sides have old feuds and past grievances.
Otherwise, you may accidentally step into the "top-level feud game" of Silicon Valley...
Reference Links:
[1]https://x.com/elonmusk/status/2093572368434127259
[2]https://cursor.com/cn/blog/joining-spacex
[3]https://x.com/NotTomBrown/status/2093541294027280657
This article is from the WeChat official account "QbitAI", author: Mengyao, published with authorization from 36Kr.