How Cursor and OpenAI print
Seats on the editor. Usage on the models underneath. Teams on top.
API usage first. ChatGPT subscriptions second. Enterprise seats on top of both.
The mix
Hover a slice
- Pro / team seats70%—
- Usage / overage25%—
- Other5%5%
- API usage—45%
- ChatGPT—35%
- Enterprise / reserved—15%
- CursorOpenAI
Cursor
A 2026-hot coding tool. The product is the habit in the IDE.
Pays: Individual developers and engineering orgs.
Builds: A small applied-research and product engineering book.
OpenAI
The lab sells tokens and a habit. The seat is the person who keeps the token bill from exploding.
Pays: Developers on the API. Consumers on ChatGPT. Enterprises on reserved capacity.
Builds: Research and applied engineering. The product is the model and the surface on it.