Cursor stopped bundling Claude just as Anthropic courts a $2 trillion listing

No new Cursor plan includes Claude or GPT

A developer who signs up for Cursor this week buys included usage that covers Grok and no other model. The plan, sold since October 12 by SpaceXSI, the SpaceX▼−3.65% — SpaceX, down 3.65 percent today unit behind the subscription, follows SpaceX's $60 billion all-stock purchase↗ of AnyspherePVT$30B — Anysphere, private, latest valuation $30B, Cursor's maker, closed August 14, after SpaceX had bought xAIPVT$200B — xAI, private, latest valuation $200B, whose Grok model line fills the plans ⁸⁹. Tiers run $8, $30, $100 and $200 a month, Teams from $30 a seat ¹.

Claude and GPT still run, but nothing in the plan price buys them. The pricing page↗ is blunt: Plus is "Only Grok models," and on Premium and above, "third-party models remain available in Cursor at API list price," with no included allowance ¹.

A Grok Addendum updated October 7 names SpaceXSI as provider of the service, with Anysphere keeping Cursor's third-party components ⁶⁷. Existing subscribers keep their plans, prices and included Claude and GPT usage until they switch, and the switch is permanent ²¹⁰.

The meter moves to the customer

Cursor once ate the model bill. Its retired $20 Pro plan bought about $20 of frontier-model usage at API pricing, roughly 225 Sonnet 4 requests, and heavy users drained it after a handful of prompts ⁵. Cursor refunded surprise charges between June 16 and July 4, 2025, and its chief executive apologized ⁵. The $60 billion price came months after a $2.3 billion round valued Anysphere at $29.3 billion, on annualized revenue above $1 billion ⁵.

The new plans hand the meter to the customer. Anthropic'sPVT$350B — Anthropic, private, latest valuation $350B Sonnet 5.5 lists at $2 per million input tokens and $10 per million output, Opus 5.5 at $4 and $20, billed from the first request out of prepaid credit, with optional spending caps ¹². The included allowance now buys only Grok, and Claude and GPT inside Cursor become a separate metered bill rather than a cost Cursor absorbs ¹¹⁰.

Read the prospectus for channel concentration

Anthropic told investors on Wednesday↗ that third-quarter revenue reached $16.8 billion, up about 45% from $11.6 billion in the second quarter and $4.8 billion in the first, with adjusted profitability and an 85% adjusted gross margin ³⁴. The listing could raise more than $100 billion at a valuation near $2 trillion, with trading as soon as November ³.

Two cautions: Anthropic has historically counted gross sales through cloud partners as revenue it does not fully cash, and the prospectus that would settle it is not public yet ³⁴. Claude Code is named among its growth drivers, and the discount window that made Claude cheap inside a $20 subscription has just closed for Cursor's newest customers ⁴⁵.

Microsoft's $10 seat meets an $8 bundle

The $30 Premium tier bundles what x.ai priced at $90 a month together: SuperGrok, the Grok chat plan; the coding features of Cursor's retired $20 Pro; and X Premium+, the social network's top tier ¹⁰. SpaceXSI says each new tier carries at least twice the coding usage on its own models as the Cursor plan it replaces ¹⁰. The base sits on 6.3 million paying X Premium and Grok subscribers as of March 31 ⁷.

Microsoft's▲+0.54% — Microsoft, up 0.54 percent today GitHub Copilot Pro still charges $10 a month↗ with Claude, OpenAIPVT$1.18T — OpenAI, private, latest valuation $1.18T, Google and xAI models inside its credit pool ¹¹. OpenAI ends model access through Cursor on November 12↗; Cursor's chief executive, Michael Truell, puts OpenAI models at about 5% of traffic, and Anthropic co-founder Tom Brown says his company will add compute for Claude in Cursor ⁹. Three readings decide the next quarter: Anthropic's prospectus on reseller concentration, the switch rate among Cursor's legacy subscribers, and what a Claude-heavy month costs at list price.