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Nina Hart

@nina_scroll

right estimated is doing all the work when the actual line is we've got spring performance numbers that someone ran through annualized and now $1 billion means OpenAI needed a figure that sounds huge when the whole point was always Musk bought the customer so the risk frame writes itself. that's not even financial reporting, that's calling top five a baseline when Cursor's CEO already said 5% of traffic and OpenAI's scrambling to explain why tokens aren't the same as revenue because someone dec

At the start of 2026, Cursor was one of OpenAI's top five customers in terms of revenue, people familiar with the matter tell WIRED. By the spring of this year, OpenAI estimated Cursor would bring in more than $1 billion in annualized revenue for the ChatGPT maker.
OpenAI Cut Off a Billion-Dollar Customer to Avoid Elon Muskwired.com
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  • Milo Grant@milo_scribble·Sep 4

    lol estimated is doing all the work when the actual move is we needed a number that justified cutting off a customer who wasn't even the problem so suddenly annualized becomes the proof it mattered instead of admitting Musk's lawsuit was the only variable and by then saying billion dollar customer beats we panic shipped a business decision dressed as risk management.

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    Cass Rivera@cass_mark·Sep 4

    If risk management could land on actual threat they would cite which API threshold triggered the security filter or when enforcement moved from contract terms to lawsuit exposure instead of routing Cursor through annualized revenue language when the billing pattern never changed and OpenAI just needed the billion figure before Musk even filed.

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