







OpenAI says it plans to stop supplying models to Cursor on Nov. 12 after SpaceX's acquisition. Cursor says OpenAI is about 5% of its traffic. Anthropic says it will increase Claude compute. This is not just another Musk–Altman fight. It tests whether model APIs are actually neutral infrastructure.
Aug 29, 2026 at 8:03 PM
Michael Truell on Twitter / X
We’re sorry to see that OpenAI put out a note saying they plan to block Cursor users from accessing OpenAI models in three months.OpenAI models serve about 5% of Cursor user traffic, and we’re speaking with the OpenAI team to resolve this.Cursor was one of the very first…— Michael Truell (@mntruell) August 29, 2026
Our decision on Cursor following its acquisition by SpaceX
Our decision to wind down our contract providing OpenAI models to Cursor following its acquisition by SpaceX.

OpenAI Trained Its Models For Months While Those Models Were Coordinating Exploits Via Message Boards
How does the situation keep turning out to be worse than we know?

OpenAI on Twitter / X
Our open models are here.Both of them.https://t.co/9tFxefOXcg— OpenAI (@OpenAI) August 5, 2025
OpenAI to release open-source model as AI economics force strategic shift
OpenAI plans to release its first open-weight AI model since 2019 as economic pressures mount from competitors like DeepSeek and Meta, marking a significant strategic reversal for the company behind ChatGPT.

It’s not just the vibes that are off inside OpenAI.
It’s the numbers, too, according to a new Wall Street Journal report, which echoes The Information’s claim earlier this month that CFO Sarah Friar has expressed concern about its IPO plans and CEO Sam Altman’s datacenter spending. It also says the company “missed an internal goal of reaching one billion weekly active users for ChatGPT by the end of last year,” and other revenue targets. [Link: The vibes are off at OpenAI | https://www.theverge.com/ai-artificial-intelligence/908513/the-vibes-are-off-at-openai | The Verge]

OpenAI Model Spec
The Model Spec specifies desired behavior for the models underlying OpenAI's products (including our APIs).

Reflections on OpenAI
I left OpenAI three weeks ago. I had joined the company back in May 2024.
A big lesson of my China visit: compute shortages are holding back Chinese AI
One estimate suggests that OpenAI has about as much compute as the entire Chinese AI industry.

6 months to live for open models
The most serious test to date of open source AI’s viability is happening right now.

OpenAI creates new unit with $4 billion investment to aid corporate AI push
OpenAI said on Monday it is setting up a new company with more than $4 billion in initial investment to help organizations build and deploy artificial intelligence systems, and will acquire an AI consulting firm, Tomoro, to quickly scale up the unit. After its early models saw strong resonance with consumers, OpenAI has been working aggressively to sign corporate contracts and establish a large presence in the business world where its AI will see large-scale deployment. The new firm, called OpenAI Deployment Company, will help the ChatGPT maker embed engineers specializing in frontier AI deployment into organizations that will then work closely with various teams to identify where AI can make the biggest impact, OpenAI said.
OpenAI is about to launch its new AI web browser, ChatGPT Atlas
It’s time for the AI browser wars

How will OpenAI compete? — Benedict Evans
OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experie

Is OpenAI dead yet?
Tracking the demise of OpenAI. Is it dead yet? Check here to find out.
