The other thing that would scare me: What percentage of Anthropic's revenue comes from Anysphere/Cursor? Think about that for a second: Given that we know Curso

The other thing that would scare me: What percentage of Anthropic's revenue comes from Anysphere/Cursor? Think about that for a second: Given that we know Cursor is on a nine-figure ARR now, the intrinsic value in being the "default" model in Cursor, similar to Google being the default search on iOS, is now worth billions of dollars. Does Anysphere have significant exclusivity arrangements with any of these frontier model providers? They took funding from OpenAI. The ludicrous clip at which Anthropic's revenue could drop by whole percentages just because Anysphere pushes a change to prefer competitors models, has got to be the scariest business arrangement in the history of computing. None of these companies will survive if they don't own multiple parts of the stack. As deep as possible, to the hardware if they can. That's why Anthropic is investing heavily in Claude Code, and why OpenAI is looking at hardware. You can't just build models and sell tokens, yet that seems to be Grok's entire strategy right now [1] [1] https://x.com/elonmusk/status/1943178423947661609 https://x.com/elonmusk/status/1943178423947661609