Living Narratives

[KG] Cursor — risk

Cursor, Anysphere's AI-first code editor valued at $9B+, is caught in a fierce two-front war. It competes directly with Anthropic's Claude Code and GitHub Copilot, while simultaneously depending on Anthropic's models—Claude, GPT-4, and Gemini—for its agentic multi-file editing. The tension is acute: Cursor's recent SDK launch (April 29) and the open-source 'The Agency' ecosystem (147 agents, 50K stars) signal a push to become programmable infrastructure. Yet Anthropic just doubled Claude Code's

[KG] Microsoft — momentum

Microsoft is not just building AI—it is shipping it into every crevice of enterprise and consumer workflow. In recent weeks it has rolled out the Microsoft Agent Framework, VS Code AI Toolkit, Playwright MCP, and MarkItDown, alongside new models like TRELLIS.2 and VibeVoice. It also incubated the novel Compress-Thought technique and BitNet, signaling internal R&D depth beyond its OpenAI partnership. Azure OpenAI Service remains the flagship enterprise conduit, but Microsoft now also depends on R

[KG] Google — moat

Google DeepMind's merger of Brain and DeepMind in 2023 created an AI juggernaut unmatched in compute, data, and distribution. The graph confirms this: Gemini 3 Pro, AlphaFold (Nobel Prize 2024), BERT, SynthID, and the MCP Toolbox for Databases all flow from one entity. But tensions surface. Google competes directly with xAI and Apple—two giants with distinct AI strategies. Its reliance on custom AI chips signals an infrastructure arms race. Recent hires—Ekin Dogus Cubuk and Sergey Brin—suggest a