Two weeks ago, Elon Musk's SpaceX closed a $60 billion all-stock deal to buy Anysphere, the company behind Cursor — arguably the most successful AI coding assistant on the market, with roughly $4 billion in annualized revenue and a user base spanning solo developers to enterprise engineering teams. It should have been a straightforward story about a rocket company making an aggressive move into software. Instead, it became something messier: OpenAI announced late last Friday that it will stop supplying its AI models to Cursor entirely, with existing access shutting off on November 12, 2026, and its next flagship model, internally known as Astra, never arriving on the platform at all. What makes this story worth paying attention to isn't just the size of the numbers. It's what OpenAI actually said when it pulled the plug — and what that says about how fragile the AI supply chain really is underneath the products millions of developers use every day. The Official Reason Isn...
Two weeks ago, Elon Musk's SpaceX closed a $60 billion all-stock deal to buy Anysphere, the company behind Cursor — arguably the most successful AI coding assistant on the market, with roughly $4 billion in annualized revenue and a user base spanning solo developers to enterprise engineering teams. It should have been a straightforward story about a rocket company making an aggressive move into software. Instead, it became something messier: OpenAI announced late last Friday that it will stop supplying its AI models to Cursor entirely, with existing access shutting off on November 12, 2026, and its next flagship model, internally known as Astra, never arriving on the platform at all. What makes this story worth paying attention to isn't just the size of the numbers. It's what OpenAI actually said when it pulled the plug — and what that says about how fragile the AI supply chain really is underneath the products millions of developers use every day. The Official Reason Isn...