Today is the day OpenAI proposed to pull GPT out of Cursor.
SpaceX bought Cursor for $60B in August. OpenAI says it can't be confident SpaceX will follow its terms.
Claude, Gemini and Grok stay — GPT is only about 5% of Cursor traffic.
Chinese models now take 89% of US enterprise open-source AI spend.
Kimi alone is 61%. DeepSeek 15%, GLM 11%, Qwen 3%.
Morph is selling unlimited Kimi + DeepSeek for $200/mo — capped at 1,000 subs, already slowing down.