I mean it makes sense for them to be somewhat antagonistic towards these flows because every time you use a different agentic extension or tool inside of Cursor, Cursor loses your money and data.

They're also churning with enterprise customers because for lots of customers on next contract renewal their pricing is increasing like 4-8x (depending on usage patterns but this was what we calculated for most of our devs) because they are slowly moving enterprise customers to usage based only plus a surcharge per million tokens, which they already did with personal sub customers, and all of the latest models are becoming Max mode only. My company is currently going through this and we've committed to way less spend with Cursor for our renewal and are signing with Anthropic and telling devs to prefer using claude code instead. I wouldn't be surprised if next year we cancel altogether and tell all devs to go back to VSCode or some other preferred editor.

I don't see a world where Cursor continues to be viable for 5-10 more years. Lots of people were originally saying "the moat is not in being an model provider" for agentic tools and thats turning out to be very much false in my opinion at least if you care about being a business.

yeah good point. I think this is to be seen though. Right now AI tokens, especially via OpenAI/Anthropic subscriptions, are heavily subsidized. If token cost between the API and subscriptions should even out though, then I think Cursor might well be back in the race.