Elon Musk openly admitted to distilling OpenAI's models [1], which I think explains the "based on our experience with Elon Musk's companies violating contracts".
Last year, Anthropic cut off Windsurf the same way [2]. Fortunately, unlike Anthropic, OpenAI allows you to use your subscription with other harnesses, including Cursor.
Of course today, Anthropic is taking the "high road" and is OK with with SpaceX [3] including their models in Cursor, because they need SpaceX's compute.
More generally, Musk admittedly works with a "move fast and break things" mentality. His companies have repeatedly broken environmental laws, labor laws, and securities laws. His companies often fail to deliver the features they promise and routinely miss deadlines they've committed to. They routinely violate contracts that they have agreed to.
Not doing business with them is a completely normal and unremarkable decision.
It seems really unlikely there will be any winner takes all, I'm not sure long term model vendor will get 10% of the market. I expect token machines to look more like phones and cars, with a lot of user preferences, then the cloud with a few vendors.
https://news.ycombinator.com/item?id=48892468
https://x.com/a_green_being/status/2076598897779020159
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