Cursor AI Coding Tool Launches at $200/Month by Anysphere
▼ Summary
– Anysphere launched a $200/month Ultra plan for its AI coding tool Cursor, offering 20x more usage and priority access to new features compared to its $20/month Pro plan.
– The Ultra plan was enabled by multi-year partnerships with AI model providers like OpenAI, Anthropic, and Google DeepMind, which have also introduced pricier subscription tiers.
– Cursor has reached $500 million in annualized recurring revenue, with major clients like Nvidia, Uber, and Adobe, and Anysphere is one of the fastest companies to hit $100 million in ARR.
– Competition is intensifying as AI model providers develop their own coding tools, such as OpenAI acquiring Cursor’s competitor Windsurf and Anthropic working on Claude Code.
– Anysphere is developing its own AI models, like the “Tab” model, to complement third-party offerings, while maintaining multi-year partnerships with providers like Anthropic.
Anysphere has introduced a premium $200 monthly subscription tier for its AI-powered coding assistant Cursor, marking a significant expansion of its service offerings. The new Ultra plan provides substantially higher usage limits compared to the existing $20 Pro tier, along with early access to upcoming features.
The company credits this move to extended partnerships with leading AI developers, including OpenAI, Anthropic, Google DeepMind, and xAI. These collaborations allow Cursor to offer 20 times more AI model usage under the Ultra plan. This pricing shift aligns with broader industry trends, as major AI providers increasingly target power users with high-tier subscriptions ranging from $100 to $250 per month.
Cursor’s rapid growth continues to make headlines. Anysphere recently reported $500 million in annual recurring revenue, with adoption by tech giants like Nvidia, Uber, and Adobe. The platform’s revenue surged by $200 million since April, reinforcing its position as one of the fastest-growing tools in the developer ecosystem.
However, the AI coding space is becoming fiercely competitive. OpenAI’s acquisition of Windsurf and Anthropic’s development of Claude Code signal that model providers are investing heavily in their own coding solutions. Some have even restricted third-party access to their AI systems, raising questions about long-term dependencies.
To mitigate risks, Anysphere is diversifying its approach. The company recently launched its proprietary Tab AI model, designed to analyze and suggest cross-file code modifications. While CEO Michael Truell emphasizes strong ongoing partnerships with Anthropic and others, the race to dominate AI-assisted development shows no signs of slowing down.
As demand for advanced coding tools grows, Anysphere’s ability to balance third-party integrations with in-house innovation could determine its staying power in an increasingly crowded market.
(Source: TechCrunch)
