年化收入超5亿，“AI编程独角兽”Cursor开发商估值已达99亿美元

Group 1 - Anysphere, the developer of AI programming assistant Cursor, has rapidly emerged in the AI tools sector, completing a $900 million funding round in June 2023, raising its valuation to $9.9 billion [1] - This funding round was led by existing investor Thrive Capital, with participation from notable firms such as a16z and Accel, marking the company's third financing round in less than a year [1] - Anysphere's annual recurring revenue (ARR) has shown remarkable growth, doubling approximately every two months, surpassing $500 million by June 2025, a 60% increase from $300 million disclosed in mid-April [1] Group 2 - The core driver of Anysphere's explosive growth is its AI code editing software, Cursor, which has sparked a trend known as "Vibe Coding," making the programming process smoother and more conversational [2] - Cursor has significantly enhanced developer efficiency through features such as intelligent intent prediction, natural language interaction, and seamless integration with existing workflows [4] - Anysphere has successfully innovated its business model by introducing a $40/month enterprise licensing model, allowing companies to purchase team licenses, which has increased average revenue per user and reduced customer acquisition costs [2] Group 3 - Cursor has attracted over 30,000 paying enterprise customers, demonstrating its strong market demand and acceptance among developers [2] - The rapid rise of Anysphere has caught the attention of industry giants, with OpenAI reportedly making acquisition offers that were declined, leading OpenAI to acquire a competitor for approximately $3 billion [2]