Anysphere launched a brand new $200-a-month subscription plan for its standard AI coding instrument, Cursor, the corporate introduced in a weblog submit on Monday.
The brand new plan, Extremely, presents customers 20x extra utilization on AI fashions from OpenAI, Anthropic, Google DeepMind, and xAI in comparison with the corporate’s $20-a-month subscription plan, Professional. Anysphere additionally says Cursor customers on the Extremely plan will get precedence entry to new options.
Anysphere CEO Michael Truell stated in a weblog that the Extremely plan was made potential via multi-year partnerships with AI mannequin suppliers. Within the final a number of months, OpenAI, Anthropic, and Google DeepMind have equally rolled out pricier subscription plans — starting from $100-a-month to $250-a-month — as a part of an effort to capitalize on their energy customers, and supply them elevated utilization.
The brand new, pricy Cursor subscription plan appears poised so as to add income to Anysphere’s already booming enterprise. Earlier this month, Anysphere introduced that Cursor had reached $500 million in annualized recurring income and is being utilized by main firms corresponding to Nvidia, Uber, and Adobe.
Anysphere was one of many quickest firms ever to succeed in $100 million in ARR, and it doesn’t appear to be slowing down. Primarily based on TechCrunch’s earlier reporting, Cursor’s ARR has grown by $200 million since April.
Nonetheless, the race to develop “vibecoding” instruments is heating up, and most of the AI mannequin suppliers Cursor depends on are creating their very own AI coding merchandise. OpenAI has reportedly acquired Cursor’s competitor, Windsurf, to beef up its choices of AI coding merchandise. In the meantime, Anthropic continues to develop Claude Code, its in-house AI coding instrument that makes use of its standard AI fashions.
It’s unclear whether or not Anysphere can maintain this stage of progress with out bumping into AI mannequin suppliers. We’ve seen extra aggressive ways emerge within the AI coding area as these companies have grown. For instance, Anthropic just lately slashed Windsurf’s direct entry to Claude AI fashions as a method to undercut its largest competitor, OpenAI.
On the identical time, Anysphere has began placing extra assets in the direction of creating its personal AI fashions that work alongside fashions from OpenAI and Anthropic. In Might, Anysphere rolled out a new “Tab” AI mannequin, which might recommend code modifications throughout varied recordsdata.
In a latest interview with TechCrunch, Anthropic co-founder Jared Kaplan stated he believed Anthropic could be working with Cursor for a very long time. Anysphere’s multi-year partnerships with Anthropic and different AI mannequin suppliers definitely recommend these relationships aren’t going wherever simply but. Nonetheless, the competitors for customers is getting extra intense.
