Overview
- OpenAI notified SpaceX on Friday that it intends to wind down its contract supplying models to Cursor and proposed a shutoff date of November 12, 2026.
- The company said it cannot be confident SpaceX will use its technology within OpenAI’s terms of service, cited past contract breaches by Musk‑controlled businesses, and will withhold future models including Astra.
- Cursor co‑founder Michael Truell said OpenAI models account for about 5% of Cursor traffic and that the companies are in talks to resolve the issue while Anthropic has offered increased compute to run Claude models on Cursor.
- OpenAI is giving the maximum contractual notice to give developers time to transition, and developers can still access OpenAI models through their own API keys or other integrations after the cutoff.
- The move follows SpaceX’s mid‑August $60 billion acquisition of Anysphere (Cursor) and shifts market dynamics by tying Cursor to SpaceX compute capacity while accelerating rival providers’ bids to replace OpenAI on the platform.