OpenAI Cut Off a Billion-Dollar Customer to Avoid Elon Musk
TL;DR
OpenAI recently estimated its Cursor partnership would make more than $1 billion in revenue a year, WIRED has learned. It still walked away after Elon Musk’s SpaceX acquired the AI coding startup. OpenAI recently estimated its Cursor partnership would make more than $1 billion in revenue a year, WIRED has learned. It still walked away after Elon Musk’s SpaceX acquired the AI coding startup.
Nauti's Take
Walking away from a billion dollars a year is a rare piece of clarity about priorities, and it opens an opportunity for Anthropic and Google to fill the Cursor gap. The problem for anyone building on a single model provider: an acquisition at your partner can end your access overnight.
Multi model abstraction stops being architectural luxury and becomes insurance.
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