It was likely Anthropic, see my comment in other thread: https://news.ycombinator.com/reply?id=50302513&goto=item%3Fi... . Cursor likely on purpose does bad reporting to minimize damage on Anthropic pre-IPO (as SpaceX and Anthropic have extensive business ties)
I don't think Spacex cares at all about Anthropics IPO just because they rent out their compute.
Big companies are not just 'Company' they are a lot of small teams doing their own things. They need to coordinate with other people for public announcements etc. and security team is probably also looking at it.
People at the top know that, once the music stops, the ball is over for everyone.
The person at the top refers to Anthropic as "Misanthropic". It seems unlikely that they're also intentionally lying about this to protect Anthropic's interests.
Your conspiracy theory needs some work.
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Wasn’t Elon Musk shouting a few days ago that neoclouds are going to crash, the money dried up and that SpaceX was the last company with the opportunity to raise more money?
I think you’re giving Musk too much credit.
Neoclouds aren't Anthropic, OpenAI, and SpaceX. People aren't going to re-value value SpaceX on CoreWeave's success.
SpaceX will be re-valued on Anthropic's, or OpenAI's success, he, and his people are smart enough to understand this.
Didn't SpaceX partially admit they're a neocloud in their S-1?
They do have their own segment that is considered neocloud (data centers for compute), but they're mostly/fully used up with their own, and Anthropic's compute.
When he was talking about neoclouds, he was talking about the smaller guys who are getting bullied by vendors (mainly Nvidia) to buy as much hardware as possible (more than they want to). They paid more, for more, and needed to take on more debt, to end up (currently anyways) being well below capacity.
Over the next few years, unless growth keeps up (and probably accelerates), they'll need to sell, or restructure.
The buildouts by Microsoft, Google, Meta, OpenAI, and Anthropic are currently safe. The neoclouds that they've signed contracts with, are safe, but based on reports, that's roughly 60% of current capacity (it varies by report, but they're all under 75%).
He specifically said that lender money dried up for neocloud companies that don't have other sources of income
SpaceX obviously has multiple sources of income, not just data center rents
True, but there are other people working at the companies that probably own stock in both their own company and some of the others...if you believe that this is the future, you'd be a fool to buy non-AI tech stocks, right?
Somebody doesn’t want anybody to have a bigger IPO than them.
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OpenVSX has no extension signing, no verification, nothing...
So really, there's no way to say what was compromised and where.
This could have been avoided by having extensions signed by company doing them with their own keys and have them reviewed
Wait... and people use this?
People tell me you can just have directives in a markdown to tell AI not to use certain directories or privileges. They really have no idea.
People here copy and paste random "curl $x | bash" commands all the time.
I doubt these vibe coders understand what you're saying.
It's annoying how fast people run to conspiracy.
And pretend to know and understand the ties between big names
It's easy if you have a big ball of red string already.
> Cursor routes extension search and downloads through its own marketplace proxy (marketplace.cursorapi.com), not a direct passthrough to Open VSX.
https://cursor.com/help/customization/extensions