All AI companies are valued as if they'll win the AI race. Problem is, only one can win *
* That is, if a lab like Deepseek doesn't release a "good enough" model for the cost of electricity + a thin margin. Then all AI company lose and all consumers win.
Right now there are many providers providing different tradeoffs, for different usages.
Would "winning" mean releasing an all-purpose better model that will outperform every other companies for all kind of tasks ? Something like AGI but cost effective ?
Or is it winning the consumer-side AI race ? Like making a kind of "super personal AI assistant" the likes you would see in movies and TVs ?
I'm not arguing, I am just struggling to understand what it usually means when somebody says that, it's not like competitors will go bankrupt the second OpenAI/Anthropic/Whatever does something specific.
I think "winning" means being able to live up to their valuations. The market is not big enough for all of these companies to be worth as much as they claim. In that sense they must "win" or experience massive downward adjustment in their values.
There's probably some holes in the analogy is you stretch it far enough. I'm hoping to "win" as a user by local models hitting a performance breakthrough and not needing any of these companies. I think the OP was generally making the point I mentioned though, that there's not room for all of these valuations, maybe one.
Having an AI company host your source code is giving your source code to an untrustworthy agent who might break their sandbox and might use your source code to accomplish a task that they have been given in their testing ground, for testing purposes only, that would definitely positively not ever be used for non-testing purposes.
Don't worry! We're releasing this beta to show off the tech and wanted to start somewhere people were familiar with. We are releasing a handful of differentiators over the coming weeks :)
What's the biggest differentiator to GitHub (other than uptime). I keep hearing something along the lines of "GitHub for Agents" but would be great to hear from the devs of Origin what they actually think it means in tangible features/functionality?
Today, very little. We're intentionally releasing this as a Github alternative where we meet them toe-to-toe on functionality.
Over the next few weeks you can expect a lot more from us on integrations with agents, understanding agent-written code (without having to read through all of the code), and automatically getting your PRs to a mergable state. Stay tuned :)
Completely unrelated to Origin, but are there plans for closer integration of Graphite with Cursor? A combined product would be a very compelling product, but not much seems to have changed since the acquisition.
What I don't understand from the blog post is what's different in this offering than github - is it just the agentic tie ins where I can ask my agent to make changes while browsing the PR?
Are there any fundamental differences, ie ways of working that solve the worktrees problem?
We wanted to release a beta so people could start experimenting with our scalability and extensibility themselves. Over the next few weeks, you can expect a handful of features starting to change source control to better understand and work with agents.
The idea is that it's like Github but it stays up even as your commit/CI frequency increases. As a customer I'm stoked and looking forward to fully switching over as that's exactly what I want.
I think there are a large number of people I’d trust with my code before Musk, and some of them are already running public Git repo hosting.
xAI was caught uploading any repo their coding agent touched to their storage only last month. This isn’t about Musk’s ideology: it’s about his trustworthiness. He sincerely believes he’s the only person who can save the world and that allows him to justify an awful lot of moral lapses.
What kind of enforceable guarantees could we actually get that xAI won't use our private code for training? Not empty promises, guarantees that have legal teeth. This applies to anything with xAI or Cursor though, especially after last months' revelation that Cursor was uploading every repo it touched.
I do wonder if calling this "Origin" is going to result in semantic misinterpretations by LLMs. Ie saying,
> "hey can you push to origin main?"
now has two separate meanings.
A LLM may inadvertently push your code to a new provider without you knowing. It's walking a thin line between genius-growth-move and domain typosquatting.
Currently Origin repositories are private to members of a Cursor team. Over time we plan to expand access, but wanted to start with a limited beta of the underlying git tech.
I would never host my code with Elon Musk. I've also moved on from using Cursor to Claude Code/Codex. GitHub has problems, but this is likely (and hopefully) DOA.
This is very cool but there's no way they won't train on your private repos, in a way that github has been pleasantly respectful of. I have issues with github, but the recent uptime issues are more related to people uploading way more code due to AI than some sort of mismanagement.
Been waiting ages for them to post any kind of non-comingsoon page about this thing. Wonder if they pushed up the launch based on the earlier GitHub outage buzz.
Let's see how strong GitHub's network effect really is.
While the real solution is to actually self-host as I said before [0], it is worth testing to see how much can GitHub's users tolerate the endless outages and unreliability and where they go next.
We'll see if they want Cursor Origin or the declining GitHub.
That's horrific and the saddest thing I've read in a really long time. I'm glad I erased my Twitter account and I'm definitely not using this code host. Seriously, this is horrible.
That's a good point. I hate Flock and YC should be ashamed of funding it. Still, Musk has a wall to wall record of horrific actions going back years. The Grok CSAM is the worst I've seen yet though. Absolute deal breaker.
Cursor is allegedly worth $60B. That is a higher market cap than Mercedes Benz group, which is profitable and has $144B revenue.
But the website uses 100% CPU. And this is a beta for paid plans, not a GitHub alternative.
All AI companies are valued as if they'll win the AI race. Problem is, only one can win *
* That is, if a lab like Deepseek doesn't release a "good enough" model for the cost of electricity + a thin margin. Then all AI company lose and all consumers win.
What does it even mean to "win the AI race" ?
Right now there are many providers providing different tradeoffs, for different usages.
Would "winning" mean releasing an all-purpose better model that will outperform every other companies for all kind of tasks ? Something like AGI but cost effective ?
Or is it winning the consumer-side AI race ? Like making a kind of "super personal AI assistant" the likes you would see in movies and TVs ?
I'm not arguing, I am just struggling to understand what it usually means when somebody says that, it's not like competitors will go bankrupt the second OpenAI/Anthropic/Whatever does something specific.
I think "winning" means being able to live up to their valuations. The market is not big enough for all of these companies to be worth as much as they claim. In that sense they must "win" or experience massive downward adjustment in their values.
So “winning” could mean everyone experiences massive downward adjustment, but your valuation is still highest?
There's probably some holes in the analogy is you stretch it far enough. I'm hoping to "win" as a user by local models hitting a performance breakthrough and not needing any of these companies. I think the OP was generally making the point I mentioned though, that there's not room for all of these valuations, maybe one.
I was waiting for an AI company to do this. The opportunity to disrupt Github is very apparent right now.
I believe Entire.io is also trying to build a Github replacement. (Not affiliated, but I use the Entire.io CLI and I find it useful.)
Although since vibe coding is Github's Achilles heel openai might not be quite the right company to exploit that.
If AI is involved it's a big "no, thanks" from me. Simply takes the problem and moves it down the street.
Having an AI company host your source code is giving your source code to an untrustworthy agent who might break their sandbox and might use your source code to accomplish a task that they have been given in their testing ground, for testing purposes only, that would definitely positively not ever be used for non-testing purposes.
This is a good start. You can connect it to 3rd party apps to do CI Runners, etc. Hoping it develops quickly and becomes more fleshed out.
The main limitation right now is that to share the code with anyone outside your Cursor organization, you need to sync it with GitHub.
I expected more than a GitHub clone, this is a bit of a let down.
There's a lot of space to innovate around collaboration and version control in the age of agentic workflows.
Don't worry! We're releasing this beta to show off the tech and wanted to start somewhere people were familiar with. We are releasing a handful of differentiators over the coming weeks :)
Hi all, my name is Tomas. I am one of the developers on Origin, and I was one of the founders of Graphite (https://graphite.com).
Happy to answer any questions about Origin or source control in general!
What's the biggest differentiator to GitHub (other than uptime). I keep hearing something along the lines of "GitHub for Agents" but would be great to hear from the devs of Origin what they actually think it means in tangible features/functionality?
Today, very little. We're intentionally releasing this as a Github alternative where we meet them toe-to-toe on functionality.
Over the next few weeks you can expect a lot more from us on integrations with agents, understanding agent-written code (without having to read through all of the code), and automatically getting your PRs to a mergable state. Stay tuned :)
Completely unrelated to Origin, but are there plans for closer integration of Graphite with Cursor? A combined product would be a very compelling product, but not much seems to have changed since the acquisition.
Absolutely - we actually built this all on Graphite tech. Have you already linked your Graphite account with Cursor? If so, there might be a surprise!
What I don't understand from the blog post is what's different in this offering than github - is it just the agentic tie ins where I can ask my agent to make changes while browsing the PR?
Are there any fundamental differences, ie ways of working that solve the worktrees problem?
Expect a lot more from us.
We wanted to release a beta so people could start experimenting with our scalability and extensibility themselves. Over the next few weeks, you can expect a handful of features starting to change source control to better understand and work with agents.
There seems to be basically nothing new here
The idea is that it's like Github but it stays up even as your commit/CI frequency increases. As a customer I'm stoked and looking forward to fully switching over as that's exactly what I want.
Are you interested in integrating with more CI platforms, including less "traditional" ones, like dagger.io? If so I would love to talk :)
Absolutely! Feel free to shoot me an email at tomas at anysphere dot co.
Solomon, please don't make bed with Elon
Thoughts on Musk ownership of the "next GitHub"?
I think there are a large number of people I’d trust with my code before Musk, and some of them are already running public Git repo hosting.
xAI was caught uploading any repo their coding agent touched to their storage only last month. This isn’t about Musk’s ideology: it’s about his trustworthiness. He sincerely believes he’s the only person who can save the world and that allows him to justify an awful lot of moral lapses.
https://thehackernews.com/2026/07/grok-build-uploads-entire-...
What kind of enforceable guarantees could we actually get that xAI won't use our private code for training? Not empty promises, guarantees that have legal teeth. This applies to anything with xAI or Cursor though, especially after last months' revelation that Cursor was uploading every repo it touched.
Git can be hosted over ssh or filesystem. I moved to self hosting git. Now it’s always up, go figure!
I do wonder if calling this "Origin" is going to result in semantic misinterpretations by LLMs. Ie saying,
> "hey can you push to origin main?"
now has two separate meanings.
A LLM may inadvertently push your code to a new provider without you knowing. It's walking a thin line between genius-growth-move and domain typosquatting.
EA has also called its games platform Origin until last year when it was shuttered.
Well you see, there's this thing called an embedding and it sits inside a vector space and when attention is applied it disambiguates
What a timing!
I wonder if they were waiting for a major githut incident :D
You don't have to wait long for that to happen!
Is this a rebranding of the Google Cloud Storage bucket Elon was uploading all our repos to? ;)
is there a way to browse a repository on origin without a cursor account? are all repos private? how is this a github alternative if so?
Currently Origin repositories are private to members of a Cursor team. Over time we plan to expand access, but wanted to start with a limited beta of the underlying git tech.
I would never host my code with Elon Musk. I've also moved on from using Cursor to Claude Code/Codex. GitHub has problems, but this is likely (and hopefully) DOA.
Host your code with Elon Musk, what could go wrong
True, but people risk their lives by using his vehicles every day, why not YOLO their code too?
This is very cool but there's no way they won't train on your private repos, in a way that github has been pleasantly respectful of. I have issues with github, but the recent uptime issues are more related to people uploading way more code due to AI than some sort of mismanagement.
How about an original and distinguishable name?
Then again, what did I expect from a company named cursor.
This is a great name! It ties back to git nicely (git pull origin/main), and sounds human.
Cursor was also a great name given that it evolved into an advanced AI assisted auto complete. I think their team does a solid job with naming.
Then google the names and look what comes up.
Without additional search terms you get the wrong results.
A word that is already used in computer is a bad name.
And with AI it won’t get better. Ambiguity is a source of confusion and mistakes.
By your logic pull/push/main are also great names.
One main purpose of a name is distinguishability.
If you google Cursor they dominate the whole first page
Surely they have a chance of doing it again with Origin
Been waiting ages for them to post any kind of non-comingsoon page about this thing. Wonder if they pushed up the launch based on the earlier GitHub outage buzz.
Let's see how strong GitHub's network effect really is.
While the real solution is to actually self-host as I said before [0], it is worth testing to see how much can GitHub's users tolerate the endless outages and unreliability and where they go next.
We'll see if they want Cursor Origin or the declining GitHub.
[0] https://news.ycombinator.com/item?id=49331922
> We'll see if they want Cursor Origin or the declining GitHub.
I don't want either tbh. There's plenty of open source alternatives. If there's anyone I trust less than Microsoft, it's Elon Musk.
We are more likely to find out the anti-network effect of Elon
There are many people who will not touch this and look down upon those that do. Ethics and morals still seem to have some weight
Does this have stacked PRs? Cursor acquired Graphite a while back and stacked PRs were a killer feature.
I'm not hosting my code with a company that creates child porn:
https://www.washingtonpost.com/technology/2026/08/15/woman-a...
https://katv.com/news/local/prominent-arkansas-photographer-...
That's horrific and the saddest thing I've read in a really long time. I'm glad I erased my Twitter account and I'm definitely not using this code host. Seriously, this is horrible.
But you'll comment on a website that funds Flock
That's a good point. I hate Flock and YC should be ashamed of funding it. Still, Musk has a wall to wall record of horrific actions going back years. The Grok CSAM is the worst I've seen yet though. Absolute deal breaker.