OpenAI, 일론 머스크 회피 위해 10억 달러 고객과 결별

Comment Loader Save Story Save this story Comment Loader Save Story Save this story In a late-night blog post last Friday, OpenAI said it would wind down its partnership with Cursor , the startup behind one of the most popular AI coding tools on the market. The reason OpenAI gave for the decision is effectively that it can’t trust Elon Musk , whose company SpaceX recently acquired Cursor in a $60 billion deal. In doing so, OpenAI walked away from one of its most important customers. Cursor has long paid OpenAI fees to offer the ChatGPT-maker’s models to developers using its AI coding editor. At the start of 2026, Cursor was one of OpenAI’s top five customers in terms of revenue, people familiar with the matter tell WIRED. By the spring of this year, OpenAI estimated Cursor would bring in more than $1 billion in annualized revenue for the ChatGPT maker, based on the partnership’s performance at that time, the people said. The figures, which have not been previously reported, indicate the financial loss OpenAI is willing to take on to avoid doing business with Musk. OpenAI declined to comment. Representatives for SpaceX and Cursor did not immediately respond to WIRED's request for comment. “We are making this choice because we cannot be confident that SpaceX will use our technology within our terms of service, based on our experience with Elon Musk's companies violating contracts,” said OpenAI in the blog post. As OpenAI prepares to go public next year , it’s trying to show investors a more stable business—ideally one that doesn’t rely so heavily on the goodwill of Musk. OpenAI reportedly now generates more than $40 billion in annualized revenue, drawing on several different lines of business, including subscriptions, ads in ChatGPT, and selling access to its AI coding tool, Codex. Losing a major customer like Cursor may not hurt OpenAI financially as much as it once would have, but it was certainly a difficult decision. The company acknowledged in its blog post that ending the partnership may damage its standing with developers—a community it has spent years carefully working to win over—by cutting off a major channel they use to access OpenAI’s models. Michael Truell, Cursor’s founder and CEO, who is now leading teams at SpaceX, responded publicly to OpenAI’s announcement hours later on Friday in a post on X , claiming that the ChatGPT-maker’s models only “serve about 5% of Cursor user traffic.” The comment seemed designed to imply that OpenAI’s models weren’t very popular with developers using Cursor, and wouldn’t meaningfully affect its business. OpenAI’s head of core products, Thibault Sottiaux, was quick to point out that token usage is “not a proxy for revenue nor value created,” and asked Truell to “share the math” behind the 5 percent number. WIRED previously reported that Cursor leaders hoped to remain a platform for third-party AI models from OpenAI and Anthropic, even after the SpaceX acquisition. Some AI insiders considered that wishful thinking, assuming that Cursor and OpenAI’s breakup has long been a foregone conclusion. As OpenAI builds Codex into a large AI coding business, it increasingly finds itself competing with Cursor for customers. Nevertheless, the companies have operated relatively peacefully, as partners and competitors, for well over a year. Evidently, that arrangement was no longer possible with Musk in control of Cursor. OpenAI may have determined that its Cursor partnership was not worth the risk that SpaceX might distill its best AI models. The company noted in its blog post that, earlier this year, Musk seemingly said that xAI—now a part of SpaceX— used OpenAI’s models to train its own . The apparent admission came during Musk’s deposition in his lawsuit against OpenAI, in which he claimed that Sam Altman and Greg Brockman had stolen a charity they created together roughly a decade ago. A federal jury dismissed the suit earlier this year. OpenAI and Cursor have a long, complicated history of their own. OpenAI’s startup fund was one of the first investors in Cursor, participating in its 2023 seed round. At the time, the idea that a young startup could compete with Microsoft’s popular AI coding tool, GitHub Copilot, seemed like a pipe dream. But in the years since, Cursor’s popularity with developers became undeniable. WIRED previously reported that OpenAI approached Cursor about an acquisition at one point, though the talks never reached an advanced stage. By the summer of 2025, Truell appeared prominently in OpenAI’s marketing materials for the launch of its long awaited GPT-5 AI model. Cursor isn’t done with third-party AI models just yet. In the wake of OpenAI’s announcement, Anthropic cofounder Tom Brown said his company would continue to make Claude models available in Cursor. I’m not sure that’s out of the goodness of their heart—Anthropic may have to play nice with Cursor because it depends on Musk’s SpaceX for $45 billion of data center capacity. Last year, Anthropic had no problem cutting off the AI coding startup called Windsurf when OpenAI was rumored to be acquiring it. (Windsurf was ultimately bought by another startup, Cognition.) At the time, Anthropic cofounder Jared Kaplan told me, “It would be odd for us to sell Claude to OpenAI. ” I guess it’s fine to sell Claude to SpaceX, though? This is an edition of Maxwell Zeff’s Model Behavior newsletter . Read previous newsletters here.