AI编程工具 Cursor 定价调整引用户不满，CEO公开致歉并承诺退款

Core Viewpoint - Anysphere's AI programming tool Cursor faced user backlash due to a pricing adjustment, leading to CEO Michael Truell's public apology and a commitment to refund affected users [1][4] Pricing Adjustment - On June 16, Cursor changed its Pro plan from a flat monthly fee of $20 for 500 fast replies to a usage-based model, charging users based on API rates after reaching the $20 limit [3] - Users expressed dissatisfaction on social media, particularly regarding the rapid depletion of usage limits when using advanced AI models like Anthropic's Claude [3] Communication Issues - Truell acknowledged significant communication failures regarding the pricing changes, admitting that the lack of clarity surprised many users [4] - The company plans to improve communication about pricing changes in the future [4] Cost Factors - The pricing adjustment was driven by rising costs associated with advanced AI models, which require more tokens per request due to their complexity [4] - Despite some AI model prices decreasing, the most advanced models remain expensive, with Anthropic's Claude Opus 4 charging $15 per million input tokens and $75 per million output tokens [4] Industry Trends - OpenAI and Anthropic have begun charging enterprise clients additional "priority access" fees, contributing to rising costs in the AI programming tools sector [5] - Cursor, as a leading AI product, generates over $500 million in annual recurring revenue (ARR) but faces intense competition from both AI model providers and other programming tools [5] Competitive Landscape - Anthropic's new AI programming tool Claude Code has gained popularity among enterprise users, increasing its ARR to $4 billion, potentially impacting Cursor's user base [5] - To maintain its market position, Cursor has signed long-term agreements with major AI model providers and introduced a new $200 monthly plan, Cursor Ultra, offering higher usage limits [6]