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Cursor uses Apple’s Seatbelt (sandbox-exec) on macOS and Landlock plus seccomp on Linux. It generates a dynamic policy at runtime based on the workspace: the agent can read and write the open workspace and /tmp, read the broader filesystem, but cannot write elsewhere or make network requests without explicit approval. This reduced agent interruptions by roughly 40% compared to requiring approval for every command, because the agent runs freely within the fence and only asks when it needs to step outside.
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这一环节的优势十分突出，技术垄断性强、行业集中度高，现金流稳定，风险相对较低——无论下游“淘金客”成败，都离不开硬件工具的支撑。但风险同样不容忽视：技术迭代可能颠覆现有硬件需求，且过度依赖资本循环，若下游融资断裂，订单规模或将大幅缩水。
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