The feud between OpenAI and Musk, escalating from online sparring to "cutting off supply."
On 8/28, OpenAI notified SpaceX that, because it "cannot be confident that Musk’s companies will comply with the service terms," it plans to terminate AI model services to Cursor on November 12—and won’t even provide the unreleased model Astra. Cursor is an AI programming platform that SpaceX just acquired for $60 billion.
On 8/29, Musk fired back on X: "I don’t care at all." He also lashed out at Altman and Brockman for "stealing an open-source nonprofit" and said they were "completely untrustworthy."
But the most interesting twist is this: OpenAI’s supply cut may end up cutting nothing but silence.
Cursor co-founder revealed that OpenAI models account for only about 5% of Cursor’s traffic;
Anthropic has said it will increase compute resources to support Cursor;
Musk still has Grok, and SpaceX has its own AI roadmap.
One side is the "world’s strongest model factory" actively slamming the table; the other is the customer calmly saying, "It’s only 5%—go ahead and cut it."
This most famous AI “rivalry” between enemies is shifting from a war of words to a supply-chain battle.
Next, will OpenAI retaliate? When its own ecosystem starts pushing away the "Musk camp," who actually suffers the loss—him, or itself?
$SPCX $OPENAI
On 8/28, OpenAI notified SpaceX that, because it "cannot be confident that Musk’s companies will comply with the service terms," it plans to terminate AI model services to Cursor on November 12—and won’t even provide the unreleased model Astra. Cursor is an AI programming platform that SpaceX just acquired for $60 billion.
On 8/29, Musk fired back on X: "I don’t care at all." He also lashed out at Altman and Brockman for "stealing an open-source nonprofit" and said they were "completely untrustworthy."
But the most interesting twist is this: OpenAI’s supply cut may end up cutting nothing but silence.
Cursor co-founder revealed that OpenAI models account for only about 5% of Cursor’s traffic;
Anthropic has said it will increase compute resources to support Cursor;
Musk still has Grok, and SpaceX has its own AI roadmap.
One side is the "world’s strongest model factory" actively slamming the table; the other is the customer calmly saying, "It’s only 5%—go ahead and cut it."
This most famous AI “rivalry” between enemies is shifting from a war of words to a supply-chain battle.
Next, will OpenAI retaliate? When its own ecosystem starts pushing away the "Musk camp," who actually suffers the loss—him, or itself?
$SPCX $OPENAI
