Can Cursor Remain a Platform for OpenAI and Anthropic’s Models Inside SpaceX?

Cursor 被 SpaceX 收购后，还能继续作为 OpenAI 和 Anthropic 模型的平台吗？

When SpaceX announced last month that it had agreed to acquire the popular AI coding startup Cursor for $60 billion, investors believed the deal would be a boon for both companies. Cursor would benefit from getting the computing resources of a major AI lab, which it could use to train its own models. In turn, SpaceX and Elon Musk would own one of the most popular AI developer tools on the market. 上个月，当 SpaceX 宣布已同意以 600 亿美元收购热门 AI 编程初创公司 Cursor 时，投资者认为这对双方都是利好。Cursor 将受益于获得大型 AI 实验室的计算资源，从而能够训练自己的模型；而 SpaceX 和埃隆·马斯克（Elon Musk）则将拥有市场上最受欢迎的 AI 开发工具之一。

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. While the company has started training its own AI models in recent years, it has always allowed users to choose from a variety of offerings from Anthropic, OpenAI, and other AI labs to power its coding assistant. 目前尚不清楚的是，交易完成后 Cursor 是否还能保持开放平台的状态，或者竞争对手的 AI 实验室是否会继续允许它提供其模型。第三方 AI 模型在历史上对 Cursor 的业务至关重要。尽管该公司近年来已开始训练自己的 AI 模型，但它一直允许用户选择 Anthropic、OpenAI 及其他 AI 实验室提供的多种模型来驱动其编程助手。

That strategy allowed Cursor to offer customers whichever model was the best, or cheapest, at a given moment. It also benefited Anthropic and OpenAI, which both count Cursor among their largest customers and feature the startup prominently in their marketing materials. 这一策略使 Cursor 能够随时为客户提供当时最优秀或最便宜的模型。这也让 Anthropic 和 OpenAI 受益匪浅，这两家公司都将 Cursor 视为其最大的客户之一，并在各自的营销材料中重点推介这家初创公司。

After SpaceX’s acquisition is finalized later this year, Cursor hopes to continue operating its AI coding product as a platform—serving models from Anthropic, OpenAI, and other AI labs alongside its own—according to people close to Cursor. 据接近 Cursor 的人士透露，在今年晚些时候 SpaceX 的收购案最终敲定后，Cursor 希望继续将其 AI 编程产品作为平台运营，即在提供自家模型的同时，继续支持来自 Anthropic、OpenAI 和其他 AI 实验室的模型。

I have my doubts about how this will actually play out, but whether or not Cursor remains model agnostic is one of the biggest questions hanging over the AI industry. 对于这最终将如何演变，我持怀疑态度，但 Cursor 是否能保持“模型中立”是目前悬在 AI 行业头上的最大疑问之一。

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,” Reyes tells me. “It’s actually super unclear to us.” Factory 是一家与 Cursor 竞争的小型 AI 编程初创公司，其联合创始人兼首席技术官 Eno Reyes 表示，他不确定 SpaceX 的竞争对手是否会仅仅因为 Cursor 被一家竞争对手 AI 实验室收购就自动切断合作。“我不知道这个决定是否如此非黑即白，”Reyes 对我说，“这对我们来说实际上非常不明确。”

Cursor declined to comment for this story. Anthropic, OpenAI, and SpaceX did not respond to requests for comment. Cursor 拒绝就本文置评。Anthropic、OpenAI 和 SpaceX 均未回应置评请求。

Making Frenemies

建立“敌友”关系

This is not the first time that Cursor’s relationship with OpenAI and Anthropic has been tested. Historically, Cursor complemented the AI labs by distributing their models through its coding platform. But now it has increasingly found itself in direct competition with them as OpenAI’s Codex and Anthropic’s Claude Code have become major lines of their respective businesses. The SpaceX acquisition will likely only intensify that rivalry. 这并非 Cursor 与 OpenAI 和 Anthropic 的关系首次受到考验。从历史上看，Cursor 通过其编程平台分发这些实验室的模型，起到了互补作用。但现在，随着 OpenAI 的 Codex 和 Anthropic 的 Claude Code 成为各自业务的重要组成部分，Cursor 发现自己与它们之间的竞争日益激烈。SpaceX 的收购很可能会加剧这种竞争。

SpaceX and Cursor can’t say a lot about how they’ll operate post-acquisition, in part, because the deal has not yet closed and remains subject to “requisite regulatory approvals,” according to documents SpaceX filed with 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. 根据 SpaceX 向美国证券交易委员会提交的文件，SpaceX 和 Cursor 目前无法透露太多关于收购后如何运营的信息，部分原因是交易尚未完成，仍需等待“必要的监管批准”。但 SpaceX 即将获得 Cursor 的资产、客户合同和知识产权——这意味着如果 OpenAI 和 Anthropic 想要触达 Cursor 的用户，现在就必须与马斯克做生意。

Once the acquisition is finalized, it’s possible SpaceX will decide it doesn’t want to send business towards Anthropic and OpenAI, two of its biggest competitors in the frontier AI development space. Anthropic and OpenAI may determine they are unwilling to sell their AI models through a product owned by Musk, who both companies’ CEOs, Dario Amodei and Sam Altman, have butted heads with in the past. 一旦收购完成，SpaceX 可能会决定不再向 Anthropic 和 OpenAI 提供业务支持，因为这两家公司是其在前沿 AI 开发领域最大的竞争对手。而 Anthropic 和 OpenAI 也可能决定不愿通过马斯克拥有的产品销售其 AI 模型，毕竟这两家公司的首席执行官 Dario Amodei 和 Sam Altman 过去都曾与马斯克发生过冲突。

Historically, AI labs have not played nicely when it comes to selling AI models to one another. Last year, Anthropic was quick to cut off access to Windsurf after news broke that OpenAI was acquiring the AI coding startup (the deal ultimately didn’t pan out). Anthropic cofounder Jared Kaplan said at the time that it “would be odd to sell Claude to OpenAI.” In the months since, Anthropic has worked to limit OpenAI and SpaceX from using its Claude AI models. 从历史上看，AI 实验室在相互销售模型时并不总是友好。去年，当 OpenAI 收购 AI 编程初创公司 Windsurf 的消息传出后（该交易最终未达成），Anthropic 迅速切断了对 Windsurf 的访问权限。Anthropic 联合创始人 Jared Kaplan 当时表示，“将 Claude 卖给 OpenAI 会很奇怪”。此后的几个月里，Anthropic 一直致力于限制 OpenAI 和 SpaceX 使用其 Claude AI 模型。

But times may be changing. Anthropic recently struck a multi-billion dollar deal to buy computing resources from SpaceX, which suggests that Amodei and Musk may be willing to put aside their differences for the sake of beating their mutual enemy: OpenAI. That compute partnership may be reason enough for Anthropic to continue offering its AI models in Cursor. 但时代可能正在改变。Anthropic 最近与 SpaceX 达成了一项价值数十亿美元的计算资源购买协议，这表明 Amodei 和马斯克可能愿意为了击败共同的敌人——OpenAI——而搁置分歧。这种计算合作可能足以成为 Anthropic 继续在 Cursor 中提供其 AI 模型的理由。

OpenAI may find that it has different reasons to continue working with Cursor. The startup is a major partner of OpenAI, and the AI lab’s executives held preliminary discussions about acquiring it in the past. OpenAI’s startup fund was also one of the earliest investors in Cursor, participating in the company’s seed and Series A funding rounds. OpenAI’s startup fund is poised to see a significant return on its Cursor investment in the form of SpaceX stock as a result of the acquisition, according to people close to Cursor. OpenAI 可能会发现自己有其他理由继续与 Cursor 合作。这家初创公司是 OpenAI 的重要合作伙伴，该实验室的高管过去曾就收购事宜进行过初步讨论。OpenAI 的创业基金也是 Cursor 最早的投资者之一，参与了该公司的种子轮和 A 轮融资。据接近 Cursor 的人士透露，由于此次收购，OpenAI 的创业基金有望通过 SpaceX 的股票获得可观的投资回报。

OpenAI says on its website that the company itself is not directly an investor in OpenAI’s startup fund, which was originally set up and managed by Altman. The startup fund receives investment from outside parties, such as Microsoft, as well as other OpenAI partners. OpenAI 在其网站上声明，公司本身并非 OpenAI 创业基金的直接投资者，该基金最初由 Altman 设立并管理。该创业基金接受来自微软等外部方以及其他 OpenAI 合作伙伴的投资。

Is Independence Important?

独立性重要吗？

Palantir CEO Alex Karp highlighted a broader concern I’ve been hearing from the AI industry in a viral CNBC appearance this week: Businesses are getting tired of being locked into the frontier AI labs, and want more options. Palantir 首席执行官 Alex Karp 本周在 CNBC 的一次走红采访中强调了我从 AI 行业听到的一个更广泛的担忧：企业已经厌倦了被锁定在几家前沿 AI 实验室中，它们想要更多的选择。

Reyes, the Factory CTO, says that “model independence”—the ability to avoid being tied to any one AI lab’s technology—is important to the Fortune 500 companies he speaks with because it offers them flexibility. Reyes believes this is one of the key advantages that independent AI coding startups like his have over the major AI labs. In the past, Cursor has highlighted its independence as an advantage as well. Factory 的首席技术官 Reyes 表示，“模型独立性”——即能够避免被绑定在任何一家 AI 实验室的技术上——对于他所接触的财富 500 强企业来说非常重要，因为它提供了灵活性。Reyes 认为，这是像他这样的独立 AI 编程初创公司相对于大型 AI 实验室的关键优势之一。过去，Cursor 也曾强调其独立性是一种优势。

However, there are significant benefits to working with an AI lab directly and being more than just a platform. Cursor CEO Michael Truell announced at its Compile conference last month that the startup is already partnering with SpaceX to train its next AI model, which will use ten to twenty times more computing power than the company could previously access. 然而，直接与 AI 实验室合作并不仅仅作为一个平台，也有着巨大的好处。Cursor 首席执行官 Michael Truell 在上个月的 Compile 大会上宣布，该公司已与 SpaceX 合作训练其下一个 AI 模型，该模型将使用比以往多 10 到 20 倍的计算能力。