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By breaking off relations with Musk, OpenAI lost a $1 billion client.

2026-09-04 08:00 Industry & Investment 🔥 42.2 heat score
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SummaryAI generated

On September 4, 2026, OpenAI announced the gradual end of its partnership with the AI programming tool Cursor. Cursor was once one of OpenAI’s top five clients, generating annual revenue of over $1 billion. OpenAI stated that it decided to terminate the partnership due to lack of trust in Musk and SpaceX’s management after acquiring Cursor. Although this decision may affect developers’ reputations and channel connections, given OpenAI’s current annual revenue of over $40 billion from diverse sources, the financial impact is relatively manageable. In response, Cursor founder Michael Trul said that OpenAI models only served about 5% of Cursor’s user traffic, and questioned the basis for data calculations; OpenAI’s core product manager refused to comment.

Related eventsRELATED EVENTS
Key entitiesKEY ENTITIES
CursorElon MuskMichael TrullMuskOpenAISpaceXThibault Sottiaux

Coverage · reports per dayLANGUAGE SPLIT

Entity relations
Cursor × Elon Musk1Cursor × Michael Trull1Cursor × Musk1Cursor × OpenAI1Cursor × SpaceX1Elon Musk × Michael Tru…1

SignalsSIGNALS

Keyword heat
  • OpenAI1
  • Musk1
  • Elon Musk1
  • Cursor1
  • SpaceX1
  • Michael Trull1
  • Thibault Sottiaux1

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凤凰网·科技 zh 2026-09-04 08:00

Breaking ties with Musk, OpenAI loses a $1 billion customer

On September 4, OpenAI announced the gradual end of its partnership with the AI programming tool Cursor. This means the company will lose a major client that is expected to generate over $1 billion in annual revenue. OpenAI cited concerns about not being able to trust Musk and SpaceX after they acquired Cursor. Cursor was once one of OpenAI’s top five clients, and its developers paid by using OpenAI models through their editors. Although this move may damage the developers’ reputation and cut off important sources of revenue, considering OpenAI’s current annual revenue of over $40 billion from diverse sources, the financial impact is relatively manageable. In response, Cursor founder Michael Trul said that only about 5% of Cursor’s user traffic was served by OpenAI models, and OpenAI’s core product manager questioned the basis for this data and refused to comment.