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Ironically announced on Twitter, blunting the point somewhat.
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>we intend to wind down our contract providing OpenAI models to Cursor, with a proposed shutoff date of November 12, 2026

Cursor's attempt at a vertical play, owning everything from the LLMs to the Git platform, is probably going to ruffle some more feathers beyond Codex.

On the surface, it was a commercial contract termination incident. However, when viewed against the backdrop of Elon Musk's long-term conflict with Sam Altman, it was essentially a strategic tug-of-war involving commercial defense, the competition for a competitive edge, and personal grudges.