速递｜AI应用领域第三大收入巨头，Cursor制造商Anysphere，新一轮估值冲300亿美元

Core Insights - Anysphere, the developer of programming assistant Cursor, is considering investment offers at a valuation of approximately $30 billion, nearly three times its valuation during mid-year financing [1] - Despite fierce competition from OpenAI and Anthropic, Anysphere has maintained strong investor interest due to rapid revenue growth [1][3] - The company's annual recurring revenue reached $500 million as of June, a tenfold increase from the previous November, and is projected to reach $1 billion by the end of the year [3][4] Investment and Valuation - Anysphere's valuation has significantly increased from about $2.5 billion at the beginning of the year to $9.9 billion during its June financing [1] - The company previously received investment offers valuing it between $18 billion and $22 billion but chose to decline [2] Competitive Landscape - Anysphere is competing with top AI companies that have developed their own coding tools, including Google and Amazon AWS [4][5] - OpenAI attempted to acquire Anysphere earlier this year but was unsuccessful, while Anysphere is developing its own AI models to reduce costs associated with using models from competitors [5] Company Growth and Strategy - Anysphere has raised over $1 billion from investors such as Andreessen Horowitz, Thrive Capital, Accel, and DST Global [3] - The company is focusing on large enterprise clients rather than individual users, with notable clients including Figma and Stripe [5] - Anysphere has established multiple offices in San Francisco and New York City to support its growth [7]