Anysphere, the company behind the widely used AI coding assistant Cursor, has launched a new premium subscription tier called Ultra, priced at $200 per month. Announced in a company blog post on June 16, 2025, the Ultra plan offers users 20 times more usage of AI models from leading providers OpenAI, Anthropic, Google DeepMind, and xAI compared to the existing $20/month Pro plan. Subscribers to Ultra will also receive priority access to upcoming features, catering to power users who demand higher capacity and predictability in AI coding assistance.

Strategic Partnerships Enable Ultra Plan Launch

According to Anysphere CEO Michael Truell, the introduction of the Ultra plan was made possible through multi-year partnerships with the major AI model providers. These collaborations allow Anysphere to offer substantial compute resources at a fixed monthly price, addressing the needs of heavy users who prefer predictable billing over usage-based pricing. This move aligns with similar strategies by OpenAI, Anthropic, and Google DeepMind, which have recently introduced higher-priced subscription plans ranging from $100 to $250 per month to monetize their power user segments.

For more information on pricing, please visit: Pricing | Cursor – The AI Code Editor

Cursor's Rapid Growth and Market Presence

The Ultra plan launch comes amid remarkable growth for Cursor. Earlier in June 2025, Anysphere announced that Cursor had reached $500 million in annualized recurring revenue (ARR), with adoption by major technology companies such as Nvidia, Uber, and Adobe. Cursor achieved the milestone of $100 million ARR faster than most companies and has expanded by an additional $200 million ARR since April 2025, underscoring its rapid market traction and strong demand for AI coding tools.

Intensifying Competition in AI Coding Tools

Despite Cursor’s success, the competitive landscape is becoming increasingly fierce. Many of the AI model providers that Cursor depends on are developing their own AI coding products. For instance, OpenAI recently acquired Windsurf, a direct competitor to Cursor, for approximately $3 billion to bolster its AI coding offerings. Meanwhile, Anthropic continues to develop Claude Code, its proprietary AI coding tool that leverages its Claude AI models. These developments highlight the growing rivalry among AI giants to capture the lucrative AI-assisted coding market.

This competition has led to strategic moves such as Anthropic restricting Windsurf’s access to Claude AI models in an effort to gain an advantage over OpenAI’s expanding footprint. Such tactics suggest that Anysphere may face challenges maintaining its growth trajectory without further innovation or diversification.

This detailed overview highlights Anysphere’s strategic launch of the Ultra subscription plan for Cursor, situating it within the broader context of rapid growth, competitive pressures, and evolving AI coding tool innovation. The new plan is a significant step to serve power users and capitalize on the booming demand for AI-assisted coding solutions.