Anysphere launched a brand new $200-a-month subscription plan for its standard AI coding instrument, Cursor, the corporate introduced in a weblog publish 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 mentioned 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 provide 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 comparable to Nvidia, Uber, and Adobe.
Anysphere was one of many quickest firms ever to achieve $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.
Nevertheless, the race to develop “vibecoding” instruments is heating up, and lots of the AI mannequin suppliers Cursor depends on are growing 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 degree of development with out bumping into AI mannequin suppliers. We’ve seen extra aggressive ways emerge within the AI coding house 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 similar time, Anysphere has began placing extra sources in direction of growing its personal AI fashions that work alongside fashions from OpenAI and Anthropic. In Could, Anysphere rolled out a brand new “Tab” AI mannequin, which may counsel code adjustments throughout varied recordsdata.
In a latest interview with TechCrunch, Anthropic co-founder Jared Kaplan mentioned 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 actually counsel these relationships aren’t going anyplace simply but. Nonetheless, the competitors for customers is getting extra intense.
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