From contributing half of the revenue to breaking the supply chain, Claude Code forced Cursor to urgently develop its own model According to Beating monitoring, the subtle symbiotic relationship between AI programming tool cursor and main model provider Anthropic, which lasted for several years, was exposed by Business Insider. Internal employees described the relationship between the two companies as very strange, with cursor heavily relying on the API provided by Anthropic to drive underlying coding functionality, and Anthropic's early revenue came from almost 40% to 50% of cursor users' call contributions. But while mutually beneficial, Anthropic is also secretly developing similar competitive tools. Before the release of the terminal programming tool Claude Code, Anthropic executives privately reassured the Cursor management, claiming that Claude Code was only an academic research attempt and had no plans for large-scale commercialization. However, Claude Code quickly became popular among the developer community after its launch, and its annualized revenue soared to $2.5 billion in February 2026, surpassing the current annualized revenue of $2 billion for Cursor. Cursor, which lost its technological exclusivity, immediately faced a wave of user conversion, with many developers stating on social media that they had unsubscribed from Cursor to enable Claude Code. The deeper panic comes from the threat of model interruption. During the acquisition negotiations between AI programming tool Windsurf and OpenAI, Anthropic suddenly cut off its model supply to Windsurf. The power outage incident sounded the alarm for Cursor. On January 5th, Michael Truell held an emergency staff meeting and decided to fully develop his own model. Subsequently, Cursor developed the Composer series based on the open-source model of the dark side of the moon. In Composer 2.5 released in May this year, the proportion of independent research and development work by the team has exceeded 85%. While maintaining the advantages of low price and high concurrency, it has reduced dependence on interfaces from cutting-edge manufacturers. [Original link]