This is what personal computing was supposed to be before everything moved into walled-garden SaaS apps and proprietary databases. Files are the original open protocol. And now that AI agents are becoming the primary interface to computing, files are becoming the interoperability layer that makes it possible to switch tools, compose workflows, and maintain continuity across applications, all without anyone's permission.
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And the real issue for Cursor is that developers want to use the Anthropic models, even in Cursor itself. They have real "brand awareness", and they are genuinely better than the cheaper open weights models - for now at least. It's a real conundrum for them.