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Posted by meetpateltech 3 hours ago

Our decision on Cursor following its acquisition by SpaceX(openai.com)
251 points | 90 comments
redox99 2 hours ago|
It's always been clear to me that Cursor's business model of reselling others' APIs had its days numbered. Not necessarily because the providers would pull the plug, but because you wouldn't be able to compete with subsidized plans.

Cursor is already kind of useless for third party models unless you're willing to spend thousands of dollars. It's only worth it if you're going to use mostly grok/composer.

dancemethis 16 minutes ago||
I will slightly disagree on a small slice: Their harness/instruction makes Opus/Fable so much better to work with.

Honestly, _this_ was their moat more than Composer to me.

dakolli 1 minute ago||
Couldn't you just download cursor, not even pay for any account and hook up an Anthropic api key and get that functionality?

I dont know how cursor works. Everytime ive tried to use, its super buggy and has memory leaks that make my very quite PC sound like a jet engine.

itake 1 hour ago|||
What about openrouter though?
echelon 2 hours ago|||
Alternate take: open source models and model routers are the real bang for your buck. Subsidized plan or not.
xtracto 1 hour ago|||
I just told my boss to cancel my cursor subscription. My flow is basically Claude/opencode + kyde/vscode for por changes review

Shit, for most things, ive got a dev agent that reads change requests from a GDoc and communicates through email with me. I can develop in my mobile

nab 1 hour ago||
Agreed. Wrapping token spend is great for pumping your revenue numbers (congrats to them on $60B!), but doesn’t seem sustainable over the long term.

Big reason we built https://boxes.dev around the model harnesses (Codex + Claude Code), so you can bring your own subscriptions.

repeekad 1 hour ago||
Surely the days of being able to “bring your own subscription” to a third party platform are also numbered?
Eridrus 49 minutes ago|||
On one hand, yes, it doesn't make sense to give out subsidized tokens forever.

On the other hand, subscriptions create lock-in in a way that API pricing doesn't.

I think a more likely end is that subscription value decreases over time because API pricing gets more reasonable, but subscriptions stay because they are a good way of getting money out of people consistently.

landl0rd 12 minutes ago||
Right, subscriptions are not only cheaper because they "create lock-in". They also let you do things like forecast demand and plan your capacity for it, borrow against it sometimes if you need to, and keep somewhat less around because your cashflows are predictable. It is also valuable because it keeps customers around but that's by no means the only reason recurring revenue gets a higher multiple.

This is why "subsidized tokens" is possibly a misnomer. Money at lower variance is worth more than the same money at higher variance. Not "subsidy" so much as reducing risk and passing some of that to a consumer.

nab 1 hour ago|||
I’m not so sure… Claude backtracked on this when they tried it
DANmode 45 minutes ago||
They played pigeon on discless videogame consoles a time or two, too.

How long have you been in tech, outta curiosity?

rgbrenner 1 hour ago||
Anthropic already banned xAI for very similar ToS violations earlier this year: https://x.com/kyliebytes/status/2009686466746822731?s=46

So this is OpenAI following suit after Musk admitted to distilling their models.

This was bound to happen once Cursor decided to sell itself to a competing model provider.

It'll be interesting to see if Anthropic applies their ban to Cursor, or if that datacenter deal they signed with Musk changes anything.

frankacter 1 hour ago||
Your link doesn't suggest a violation of TOS, but rather a policy shift disallowing their major competitors to use their model for any use.

That thread you linked suggested they were using it with cursor as part of their development process, not for distilling.

>"Hi team, I believe many of you have already discovered that anthropic models are not responding on cursor. According to cursor this is a new policy anthropic is enforcing for all its major competitors."

rgbrenner 42 minutes ago||
Cursor might have framed it that way at the time, but 4 months prior Anthropic cut OpenAIs access under the same clause in the ToS: https://www.wired.com/story/anthropic-revokes-openais-access...

And a month before the OpenAI block, they blocked Windsurf for the same reason: https://www.forbes.com/sites/johanmoreno/2025/06/05/anthropi...

So its pretty clear the TOS had this clause prior to Jan 2026.

brightball 18 minutes ago|||
Anthropic seems to have no issues: https://x.com/NotTomBrown/status/2093541294027280657?s=20
redox99 1 hour ago|||
> if that datacenter deal they signed with Musk changes anything

It's hard to imagine a 1B / month deal wouldn't.

fhn 1 hour ago|||
running on someone else's server, you're basically giving them your weights.
ChannelFence 1 hour ago|||
i'll be surprised if anthropic doesnt follow. cursors biggest advantage has been giving users a polished wrapper around whichever frontier model they prefer
MangoCoffee 1 hour ago||
>Musk admitted to distilling their models.

what's the moat for AI labs like OpenAI and Antrhopic as they seek trillion IPOs. a lot of people said Chinese models also distill US LLM models. if it is this easy to do. how do US AI labs justify asking for trillion?

consumer451 1 hour ago||
Well, they will stop releasing their latest models, and just attempt to eat all software themselves.

It will be competitors distilling, or the government getting upset.

It's hard for me to see a different future.

bentt 2 hours ago||
While this isn't great for users it seems like a pretty standard circling of the wagons in preparation for the next phase in the battle for frontier AI dominance.

Ironically, as a Cursor and Claude subscriber, but not an OpenAI subscriber, this will push me back to Anthropic. I don't feel good about giving OpenAI money directly, but I've found switching to GPT 5.6 Sol now and again in Cursor to be useful. Now I'll probably just forget about OpenAI models.

reilly3000 1 hour ago||
I think they are betting that Astra will be impossible to ignore.
bentt 1 hour ago|||
I'd need to have a problem I couldn't solve with current models for my eyes to wander.
akmarinov 11 minutes ago|||
What if it’s cheaper too?
znnajdla 1 hour ago|||
Yeah I haven’t had a problem yet which was too difficult for Fable to solve. I do have problems which Sol does not do well on. But if I could get Fable-level intelligence faster/cheaper and less restricted, that’s all I need.
SoftTalker 1 hour ago|||
For three months, until the next SOTA model drops. And with each improved model, the number of people who actually need it declines.
ronsor 1 hour ago||
Exactly. Astra will likely get its Mythos moment, and then another Chinese lab releases its equivalent three months later while Anthropic releases a newer, better model.
chr15m 52 minutes ago||
Why would you possibly allow companies to push you? You are the customer and you should control which models you use.
ezfe 29 minutes ago||
Because one is better or worse? What else do you think they meant?
gexla 2 hours ago||
I don't see how it makes sense to use models outside of Grok or Composer in cursor unless you like the tooling to such degree that you're willing to pay out the nose for access to OpenAI and Anthropic to use with that tooling. And Codex is regularly scoring towards the top among harnesses, so you might as well use the best harness available for the given model. I'm happy with Grok and Composer in Cursor. If Cursor wants to add more models, they should host more open models.
chr15m 49 minutes ago||
The reason it makes sense is because different models are better at different things. Allowing yourself to be locked in to a particular model by these companies is a bad idea and will lead to worse outcomes for yourself and the market as a whole.
herrvogel- 1 hour ago||
Is there a good place for harness comparison/scoring?
reilly3000 1 hour ago||
https://www.harness-bench.ai/leaderboard.html

This provides a method, but the data looks stale and perhaps a bit thin compared to say, Cursor, or even AntiGravity data.

alainchabat 1 hour ago||
never heard of nanobot. how reliable is this benchmark?
reilly3000 1 hour ago||
I can’t speak to the veracity of the benchmarks but it appears their methodology is sound. Nanobot has 47k stars, fwiw https://github.com/HKUDS/nanobot

It has been more of an OpenClaw or Hermes alternative than a coding agent like OpenCode or Pi, so it’s likely to do well given less context bloat.

ergocoder 1 hour ago||
Cursor founder just tweeted that he was sad to see this ban and that OpenAI model represented around 5% of total usage.

Burn.

satvikpendem 2 hours ago||
If you have such a world changing technology, why sell an API when you can capture all the value yourself? That's what every provider is asking themselves.

Cursor will be fine after this, as they have their own first party models and can potentially use open weight models via API or their own hardware, which have gotten good enough to Opus and Fable quality now for many use cases.

ananmays 2 hours ago||
> As AI capabilities advance, we also have a new level of accountability to ensure our upcoming model, Astra, is being used in accordance with our terms.

I think Sam Altman has played a clever business move here, they can use this excuse immediately after the Hugging Face leaks and it's not going to be dismissed willy-nilly. Whereas long term they probably wanted to end their partnership with Cursor anyway. I bet Dario will be happy about this too, but maybe the compute deal prevents him from doing similar anytime soon.

Very interesting times we live in...

semiquaver 2 hours ago|
Is it really an excuse? As the release points out, musk admitted under oath to distilling OpenAI’s models to produce xai models on an ongoing basis. Whatever you think about goose for the gander wrt IP theft, I wouldn’t voluntarily do business with a competitor who was actively and brazenly flouting my terms, would you?
userbinator 50 minutes ago||
It's amusingly ironic to talk about "IP theft" in the context of AI models.
hargup 46 minutes ago||
Bummed, but I guess for me, doesn't mean cursor subscription ending though. Grok is a pretty amazing model for the speed and price on Cursor.
hackernud3s 40 minutes ago|
Does Grok have a subscription that competes with Claude Max $100 plan (genuinely curious)
closetheloopdev 2 hours ago||
> As AI capabilities advance, we also have a new level of accountability to ensure our upcoming model, Astra, is being used in accordance with our terms.

This move seems to protect Astra against distillation. I wonder whether Astra will be released before or after 11/12.

mattnewton 1 hour ago|
Before, but they say that they’re also not going to provide astra to cursor subscribers
AnonHP 2 hours ago|
My guess is that OpenAI now has a full blown Cursor equivalent in development (an expansion of Codex?) and will announce it in September. Otherwise it stands to lose those who are used to working with Cursor.
wheelhead 57 minutes ago|
Yeah, the "go above and beyond for our users" implies they have a "better" version of Cursor coming. Probably integrating their new chip/microphone based product.
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