OpenAI published a post on 28 August saying it had notified SpaceX that it intends to wind down the contract providing OpenAI models to Cursor, with a proposed shutoff date of 12 November 2026. The post is titled "Our decision on Cursor following its acquisition by SpaceX" and runs to seven paragraphs. Within hours it was being reported as OpenAI cutting Cursor off. The document says something more specific.

What the notice actually does

The operative sentence is a wind-down, not a termination: OpenAI writes that to "maximize the time that developers can retain access to our models through Cursor, we are giving the maximum notice provided by our contract." Existing access continues for roughly ten and a half weeks from the notice. OpenAI describes the relationship as running "nearly four years."

The clause being exercised

OpenAI states that its "custom agreement with Cursor gives us a limited time window to cancel it after a change of control." That is the mechanism. SpaceX's acquisition of Cursor opened a contractual window with an expiry, and OpenAI is using it. A change-of-control right is exercisable regardless of the counterparty's conduct; it exists precisely so a supplier is not forced into a relationship with an acquirer it did not choose.

What the common framing gets wrong

Three things. First, "cut off" implies service ending; service ends on 12 November, and the post says OpenAI deliberately held the cancellation "to the latest date we can." Second, the notice contains no allegation against Cursor. OpenAI's stated basis is that it "cannot be confident that SpaceX will use our technology within our terms of service, based on our experience with Elon Musk's companies violating contracts" — it cites Twitter, now part of SpaceX, and xAI, also now part of SpaceX. The counterparty being judged is the acquirer. Third, and least reported: the same sentence that promises the latest possible shutoff also says OpenAI is holding to that date "while not providing future models to Cursor." That restriction is not scheduled for November. It is in force now.

The part that is a judgement call, not a fact

OpenAI's confidence claim rests on conduct by other companies now under the same corporate roof, plus testimony it says Musk gave under oath earlier this year. No finding about Cursor's own compliance is asserted anywhere in the post. Read as a contract action it is clean; read as a verdict on Cursor it is not one.