> Its not obvious to me if OpenAI/Anthropic will become competitors to coding startups like Cursor or continue to be model providers.

They’ll do both: continue to be model providers while also leveraging their position as model providers to own as many of the valauble markets in which models are used as possible. Kind of like Amazon and its role as both infrastructure provider and direct competitors to other sellers (on the shopping/logistics side) and SaaS vendors (on the AWS side).