Strongly suspect OAI can't afford 20B cash. Their latest funding round was 40B, and they're burning through money like it's rice paper. They could offer OAI equity, but Cursor's founders would probably be very suspicious of private valued stock (which is fairy money).
How wise it is to buy Cursor is another question. Current valuation has them at 100x revenue. And I suspect agentic products will be a lot less cash flow positive than traditional SaaS because of the massive cost of all that constant codebase context and stream of code.
> The initial funding will be $10 billion, followed by the remaining $30 billion by the end of 2025, the person said. But the round comes with a caveat. SoftBank said in an updated disclosure on Monday that its total investment could be slashed to as low as $20 billion if OpenAI doesn’t restructure into a for-profit entity by Dec. 31.
They might not even get the full $40 billion
A simple example is how LLMs do math. They are not calculators and have not memorized every sum in existence. Instead they deploy a whole set of mental math techniques that were discovered at training time. For example, Claude uses a special trick for adding 2 digit numbers ending in 6 and 9.
Many more examples in this recent reach report, including evidence of future planning while writing rhyming poetry.
https://www.anthropic.com/research/tracing-thoughts-language...
If you ask the LLM to explain how it got the answer the response it gives you won't necessarily be the steps it used to figure out the answer.