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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. When the company started training its AI models

in their marketing materials.

Eno Reyes, the cofounder and chief technology officer of Factory, a smaller AI coding startup that competes with Cursor, says he’s not certain that SpaceX’s rivals will automatically cut Cursor off just because it will be owned by a competing AI lab. “I don’t know if the decision is as black and white,” Eno tells me. “It’s not clear to us.”

Cursor declined to comment on the matter. Anthropic, OpenAI, and SpaceX did not respond to requests for comment.

and the US Securities and Exchange Commission. But SpaceX is poised to get Cursor’s assets, customer contracts, and intellectual property—meaning that OpenAI and Anthropic will now have to do business with Musk if they want to reach Cursor’s users.

Historically, AI labs have not played nicely when it comes to selling AI models to one another. Last year, Anthropic was fast cut off access to Windsurf and using his Claude AI models.