Anysphere launched a brand new $200-a-month subscription plan for its fashionable AI coding instrument, Cursor, the corporate introduced in a weblog put up on Monday.
The new plan, Ultra, 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, Pro. Anysphere additionally says Cursor customers on the Ultra plan will get precedence entry to new options.
Anysphere CEO Michael Truell mentioned in a weblog that the Ultra plan was made attainable via multi-year partnerships with AI mannequin suppliers. In 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 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 corporations resembling Nvidia, Uber, and Adobe.
Anysphere was one of many quickest corporations ever to succeed in $100 million in ARR, and it doesn’t appear to be slowing down. Based on TechCrunch’s earlier reporting, Cursor’s ARR has grown by $200 million since April.
However, the race to develop “vibecoding” instruments is heating up, and lots 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. Meanwhile, Anthropic continues to develop Claude Code, its in-house AI coding instrument that makes use of its fashionable AI fashions.
It’s unclear whether or not Anysphere can maintain this degree of progress with out bumping into AI mannequin suppliers. We’ve seen extra aggressive techniques emerge within the AI coding area as these companies have grown. For instance, Anthropic lately slashed Windsurf’s direct entry to Claude AI fashions as a method to undercut its largest competitor, OpenAI.
At the identical time, Anysphere has began placing extra sources in the direction of creating its personal AI fashions that work alongside fashions from OpenAI and Anthropic. In May, Anysphere rolled out a brand new “Tab” AI mannequin, which may recommend code modifications throughout numerous recordsdata.
In a current 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 definitely recommend these relationships aren’t going anyplace simply but. Nonetheless, the competitors for customers is getting extra intense.
