spacex

OpenAI is pulling its models from SpaceX-owned Cursor while Anthropic, which rents $1.25 billion a month of SpaceX compute, promises Cursor more Claude, and the new X Subscription now prices every rival model as an extra.

Two weeks after SpaceX closed its $60 billion merger with Cursor's parent, OpenAI used a change-of-control clause to wind down its model contract by a proposed November 12 shutoff, citing Musk companies' record on contracts and withholding its next model, Astra.

At its first Compile conference, Cursor announced a from-scratch model on SpaceX compute, Origin (a GitHub rival), and Cursor Mobile, while its design lead used the stage to warn the result could be slop with working buttons.

xAI shipped a terminal coding agent, then put a competitor's model inside it that out-codes its own; read against a $60B SpaceX option on Cursor, the CLI war looks less like four rivals and more like one stack assembling itself.