Anthropic Can't Cut Off Cursor. SpaceX Runs the GPUs Behind Claude

OpenAI already walked away from Cursor after SpaceX closed. Anthropic went the other way and added compute.

The mechanism isn't loyalty. SpaceX's IPO filing has Anthropic paying about $1.25B a month for roughly 325k Nvidia GPUs in Colossus. Same company now owns Cursor, ships Grok against Claude, and rents Anthropic the chips Claude runs on.

Inference: Anthropic cannot cut Cursor the way OpenAI just did. The customer is also the landlord.

Full piece on Medium (friend link, no paywall):

https://medium.com/@glennlenormand/anthropic-cant-cut-off-cursor-spacex-runs-the-gpus-behind-claude-e8ae0563cb83?sk=5abc0d9326a15edbc30f8a79ef68cdf1