Renting GPUs doesn't make you an Ai company imo, colocation data center is more accurate. One might expect that line of business to commodify within five years.
Cursor is obviously an AI company and the main problem Cursor faced was not really having their own model and being forced to buy expensive inference from other providers.
Cursor + their own data centres + the ability to train their own models is pretty big. Definitely an AI company.
Does Cursor have any meaningful market share? I cannot seem to find them on any lists.
Would your requirements also make Atlassian an Ai company? They have data centers and have trained their own model and have Rovo. I certainly do not because it's not their main line of business and their "ai" sucks hard. SpaceX seems to be closer to this category than Anthropic/OpenAI
No, because Atlassian hasn’t designed self driving cars (which is xAI’s heritage), built a near frontier model, or opened data centres so in demand that Anthropic decides they need to host there.
Cursor probably had the steepest penetration in corporate markets and has a good sales organisation. They also have a great harness for beginners with a softer learning curve.
(Disclaimer: I don’t use Cursor, rarely use Grok, don’t drive a Tesla, and am not invested in SpaceX.)
This is nitpicky (and it supports your point, I'm not arguing): Colocated data centers became a commodity decades ago. Currently they are a scarce commodity that's in high demand, but I agree with you that this will eventually come full cycle.
- Cursor - Lots of data centre capacity being rented to Anthropic and Google and others
That seems very much like being an AI company.