As reported by TechCrunch on June 19, Anysphere announced in a blog post on Monday that it is adding a new version of its popular AI Programming Tools Cursor A new monthly subscription program has been introduced at a price of $200 per month.
The new program, called Ultra, has users on AI models such as OpenAI, Anthropic, Google DeepMind and xAIThe amount available is 10 times the company's existing $20/month Pro plan.Anysphere also states thatUltra users will have priority in experiencing the new features.
Anysphere CEO Michael Truell noted in a blog post thatThe Ultra subscription was made possible by the company's multi-year partnership agreement with an AI modeling provider.In the past few months, OpenAI, Anthropic, and Google DeepMind have also launched premium subscription services ranging from $100 to $250 per month for advanced users, aiming to provide heavier users with greater modeling capacity and increased cash flow.
This new, high-priced Cursor program.This is expected to further drive Anysphere's already high growth performance.Earlier this month, Anysphere announced that theCursor's Annualized Recurring Revenue (ARR) has reached $500 million.It is also widely used by large organizations such as NVIDIA, Uber, and Adobe.
Anysphere was one of the fastest companies ever to reach $100 million in ARR, and the growth continues to be strong. As previously reported, Cursor's ARR has increased by $200 million since April of this year.
However, the competition for AI "vibe-coding" (ambient programming) tools is growing.Many of the AI model providers that Cursor relies on are also developing their own AI programming products.OpenAI is rumored to have acquired Cursor competitor Windsurf, further enriching its matrix of AI programming tools. Meanwhile, Anthropic continues to optimize its Claude Code tool, which leverages its own popular AI models.
Whether Anysphere can sustain its current high growth rate without clashing head-on with AI model providers is unclear.As the AI programming market continues to expand, so do competitive strategies. Anthropic, for example, recently drastically reduced Windsurf's direct access to Claude's AI models in an effort to weaken OpenAI, its biggest competitor.
at the same time,Anysphere is also investing in the development of its own AI models to work with those of OpenAI and Anthropic.In May, Anysphere introduced a new "Tab" AI model that intelligently recommends code changes across multiple files.
In a recent interview with TechCrunch, Anthropic co-founder Jared Kaplan said he thinks Anthropic's partnership with Cursor will continue for a long time, and Anysphere's multi-year agreement with Anthropic and other AI modeling vendors certainly confirms that the two companies won't be parting ways anytime soon. Anysphere's multi-year agreements with Anthropic and other AI modeling vendors also confirm that the two companies won't be parting ways anytime soon. But the battle for subscribers is intensifying.