[cellis]

I just saw a billboard sign for “deepseek on together.ai” on the 101 a couple days ago, and thought “that’s a very good idea”. As long as there are infra players like together.ai and truly open source crack research teams like DeepSeek and Meta (no one can monopolize research(ers)) I don’t think this “gated model” thesis holds. Which means that OpenAI and Anthropic are competing with every other token output wrapper, and somewhat poorly as they aren’t able to offer competing models where theirs may be lacking. Cursor defines this dilemma for the foundational providers.

[beardedwizard]

I think I understand this comment but can you expand on how cursor defines this dilemma?

[cellis]

Cursor uses both Anthropic and OpenAI and benefits from both. Would <FoundationalProvider> be able to build CursorKiller and be competitive with Cursor without <OtherFoundationalProvider>? Without a multiple of current model performance, which don't think is a stretch to say is unlikely, I don't think they can.

[beardedwizard]

I agree - and also the fact that cursor even exists while Microsoft had already built copilot.