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Our decision on Cursor following its acquisition by SpaceX

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Re: Our decision on Cursor following its acquisition by SpaceX

#91

Anthropic already banned xAI for very similar ToS violations earlier this year: https://x.com/kyliebytes/status/2009686466746822731?s=46 So this is OpenAI following suit after Musk admitted to distilling their models. This was bound to happen once Cursor decided to sell itself to a competing model provider. It'll be interesting to see if Anthropic applies their ban to Cursor, or if that datacenter deal they signed wi…

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Re: Our decision on Cursor following its acquisition by SpaceX

#92
post #75

Earlier quoted context omitted.

Surely the days of being able to “bring your own subscription” to a third party platform are also numbered?

On one hand, yes, it doesn't make sense to give out subsidized tokens forever. On the other hand, subscriptions create lock-in in a way that API pricing doesn't. I think a more likely end is that subscription value decreases over time because API pricing gets more reasonable, but subscriptions stay because they are a good way of getting money out of people consistently.

Right, subscriptions are not only cheaper because they "create lock-in". They also let you do things like forecast demand and plan your capacity for it, borrow against it sometimes if you need to, and keep somewhat less around because your cashflows are predictable. It is also valuable because it keeps customers around but that's by no means the only reason recurring revenue gets a higher multiple.

This is why "subsidized tokens" is possibly a misnomer. Money at lower variance is worth more than the same money at higher variance. Not "subsidy" so much as reducing risk and passing some of that to a consumer.

Re: Our decision on Cursor following its acquisition by SpaceX

#93
post #47

Earlier quoted context omitted.

I think they are betting that Astra will be impossible to ignore.

I'd need to have a problem I couldn't solve with current models for my eyes to wander.

What if it’s cheaper too?

Re: Our decision on Cursor following its acquisition by SpaceX

#94
post #9

It's always been clear to me that Cursor's business model of reselling others' APIs had its days numbered. Not necessarily because the providers would pull the plug, but because you wouldn't be able to compete with subsidized plans. Cursor is already kind of useless for third party models unless you're willing to spend thousands of dollars. It's only worth it if you're going to use mostly grok/composer.

I will slightly disagree on a small slice: Their harness/instruction makes Opus/Fable so much better to work with. Honestly, _this_ was their moat more than Composer to me.

Couldn't you just download cursor, not even pay for any account and hook up an Anthropic api key and get that functionality?

I dont know how cursor works. Everytime ive tried to use, its super buggy and has memory leaks that make my very quite PC sound like a jet engine.

Re: Our decision on Cursor following its acquisition by SpaceX

#96
post #47

Earlier quoted context omitted.

I think they are betting that Astra will be impossible to ignore.

I'd need to have a problem I couldn't solve with current models for my eyes to wander.

Yeah not sure why everyone thinks they need a PhD lvl assitant to build their slop SaaS when an open source model that is 100x cheaper, and 3x faster and arguably still "PhD" level assitant could also build their slop SaaS.

Re: Our decision on Cursor following its acquisition by SpaceX

#97
post #47

Earlier quoted context omitted.

I'd need to have a problem I couldn't solve with current models for my eyes to wander.

Yeah I haven’t had a problem yet which was too difficult for Fable to solve. I do have problems which Sol does not do well on. But if I could get Fable-level intelligence faster/cheaper and less restricted, that’s all I need.

Fable is great minus it's annoying writing style. It's nowhere near as bad as Opus 5 but it's very "AI trope-y" even with heavy steering. I can spot the writing immediately.

Re: Our decision on Cursor following its acquisition by SpaceX

#98
post #39

Earlier quoted context omitted.

For three months, until the next SOTA model drops. And with each improved model, the number of people who actually need it declines.

Exactly. Astra will likely get its Mythos moment, and then another Chinese lab releases its equivalent three months later while Anthropic releases a newer, better model.

There's a reason why most businesses don't hire PhDs, they dont need it. PhDs are cheap in many countries, arguably more affordable than a full time mythos lvl agent, yet businesses in India still don't hire 30k a year PhDs to run their businesses. Its simply not necessary. AI labs have lost the plot from a business perspective. If chasing ASI is the goal, that also seems stupid.. Putting all of your customers out of business with ASI doesn't really lead to great outcomes either.

They're commodity fetishism maxxing.

Re: Our decision on Cursor following its acquisition by SpaceX

#99

Earlier quoted context omitted.

https://www.harness-bench.ai/leaderboard.html This provides a method, but the data looks stale and perhaps a bit thin compared to say, Cursor, or even AntiGravity data.

never heard of nanobot. how reliable is this benchmark?

IMO it's not. It's benchmarking GPT 5.4 and Opus 4.6. It's also missing Claude Code... one of the most popular harnesses (the most?)

Re: Our decision on Cursor following its acquisition by SpaceX

#100
post #94

Earlier quoted context omitted.

I will slightly disagree on a small slice: Their harness/instruction makes Opus/Fable so much better to work with. Honestly, _this_ was their moat more than Composer to me.

Couldn't you just download cursor, not even pay for any account and hook up an Anthropic api key and get that functionality? I dont know how cursor works. Everytime ive tried to use, its super buggy and has memory leaks that make my very quite PC sound like a jet engine.

You can just pirate Adobe's software and their marketcap is 115.88B.
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