A Clause Signed in 2023 Just Switched Off a $60 Billion Company
OpenAI gave Cursor notice on August 28 with a proposed shutoff of November 12, using a change-of-control clause. Anthropic pledged more compute 36 minutes later. Anthropic also did the identical thing to Windsurf in June 2025 — and now rents 300 megawatts from the company that bought Cursor. The real story is supply-chain risk in the application layer.