Can Cursor Remain a Platform for OpenAI and Anthropic’s Models Inside SpaceX?
When SpaceX announced last month that it had agreed to acquire the popular AI coding startup Cursor for $60 billion, investors believed the deal would be a boon for both companies. Cursor would benefit from getting the computing resources of a major AI lab, which it could use to train its own models. In turn, SpaceX and Elon Musk would own one of the most popular AI developer tools on the market.
What was less clear was whether Cursor could remain an open platform after the deal, or if rival AI labs would continue letting it offer their models. Third-party AI models have historically played a critical role in Cursor’s business. While the company has started training its own AI models in recent years, it has always allowed users to choose from a variety of offerings from Anthropic, OpenAI, and other AI labs to power its coding assistant.
That strategy...
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