You Don't Own Your AI Stack. Musk, Apple, Jensen Huang & OpenAI Do.
AI vendor lock-in is changing software engineering. Your AI coding tools, models, APIs, cloud infrastructure and daily workflow can all become dependent on companies you don't control.
This 57-minute AI vendor lock-in deep dive examines six major moves involving SpaceX, Cursor, Apple, Google Gemini, NVIDIA, Jensen Huang, OpenAI, Anthropic and the Pentagon — and what they mean for software engineers.
SpaceX completed its $60 billion acquisition of Cursor in August 2026, turning one of the most important AI coding tools into part of Elon Musk's broader technology ecosystem. OpenAI subsequently announced plans to terminate access to its models for SpaceX-owned Cursor, with November 12, 2026 proposed as the cutoff date.
