I've enjoyed working with Cursor pre-acquisition and have respect for the team and what they have built. The 5% here should have come with strong caveat and I would love for Michael to share the math.
Tokens are not a proxy for revenue nor value created and the OpenAI models are on the very frontier of token efficiency. Smaller or less strong models require many more tokens to achieve a task and therefore will inflate traffic share significantly.
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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 users of OpenAI, we’ve worked closely with their team for years, and we’ve trusted their platform to be neutral infrastructure for our business.