---
title: "Cursor stopped bundling Claude just as Anthropic courts a $2 trillion listing"
description: "Since October 12, no Cursor plan a new customer can buy includes Claude or GPT: Grok rides in the pooled allowance and rival models bill at API list price from the first request. The change lands weeks before Anthropic, fresh from showing investors a $16.8 billion quarter, prices a listing that could near $2 trillion."
publisher: "The Inference"
section: "Markets"
published: 2026-10-15T14:13:52.349Z
modified: 2026-10-15T14:13:52.349Z
canonical: https://theinference.org/article/cursor-stopped-bundling-claude-just-as-anthropic-courts-a-2-trillion-listing
language: en
keywords: "Anthropic, Cursor, IPO, Pricing, SpaceX"
---

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

> Since October 12, no Cursor plan a new customer can buy includes Claude or GPT: Grok rides in the pooled allowance and rival models bill at API list price from the first request. The change lands weeks before Anthropic, fresh from showing investors a $16.8 billion quarter, prices a listing that could near $2 trillion.

## 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](https://theinference.org/markets/companies/spacex) unit behind the subscription, follows [SpaceX's $60 billion all-stock purchase](https://techcrunch.com/2026/08/15/spacex-officially-closes-its-cursor-acquisition/) of [Anysphere](https://theinference.org/markets/companies/anysphere), Cursor's maker, closed August 14, after SpaceX had bought [xAI](https://theinference.org/markets/companies/xai), whose Grok model line fills the plans [8][9]. 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](https://cursor.com/pricing) 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 [6][7]. Existing subscribers keep their plans, prices and included Claude and GPT usage until they switch, and the switch is permanent [2][10].

## 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](https://theinference.org/markets/companies/anthropic)'s 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 [1][2]. The included allowance now buys only Grok, and Claude and GPT inside Cursor become a separate metered bill rather than a cost Cursor absorbs [1][10].

## Read the prospectus for channel concentration

[Anthropic told investors on Wednesday](https://www.nytimes.com/2026/10/14/technology/anthropic-ipo-revenue-profit.html) 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 [3][4]. 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](https://theinference.org/article/anthropic-wants-2-trillion-of-public-money-and-none-of-its-votes) is not public yet [3][4]. 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 [4][5].

*Chart: **Anthropic revenue more than tripled in two quarters, into its IPO window** Column chart of Anthropic quarterly revenue: $4.8B in Q1 2026, $11.6B in Q2, $16.8B in Q3, showing the jump into the IPO window.*

*Quarterly revenue as presented to pre-IPO investors; Q1 and Q2 per WSJ figures cited by Business Insider, Q3 per the October 14 investor meeting. Sources: New York Times; Business Insider. [3][4]*

## 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].

*Chart: **Cursor's $8 tier undercuts Copilot's $10 entry seat, with one string attached** Bar chart ranking monthly prices of individual AI coding plans: Cursor Plus $8, GitHub Copilot Pro $10, retired Cursor Pro $20, Cursor Premium $30, GitHub Copilot Pro+ $39.*

*Monthly list price before tax, individual plans, October 2026. Copilot plans include Claude, OpenAI, Google and xAI models in their credit pool; Cursor's Plus tier is Grok-only and its Premium tier meters third-party models at API list price. Sources: Cursor pricing page; GitHub Copilot plans; GCN. [1][5][11]*

[Microsoft](https://theinference.org/markets/companies/microsoft)'s [GitHub Copilot Pro still charges $10 a month](https://github.com/features/copilot/plans) with Claude, [OpenAI](https://theinference.org/markets/companies/openai), Google and xAI models inside its credit pool [11]. [OpenAI ends model access through Cursor on November 12](https://finance.yahoo.com/technology/ai/articles/openai-cuts-cursor-off-models-223547147.html); Cursor's chief executive, [Michael Truell](https://theinference.org/markets/people/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.

## Takeaway

SpaceX's Cursor now bundles only Grok and meters Claude and GPT at API list price for new customers, closing the discount channel that made Claude cheap just as Anthropic asks public investors to price a listing near $2 trillion on a $16.8 billion quarter.

## Sources

1. [Cursor, Pricing page, current as of 15 October 2026](https://cursor.com/pricing)
2. [DEV Community (Gabriel Anhaia), Cursor's New Plans Include Grok. Claude and GPT Now Bill at API List Price, 15 October 2026](https://dev.to/gabrielanhaia/cursors-new-plans-include-grok-claude-and-gpt-now-bill-at-api-list-price-36af)
3. [The New York Times, Anthropic Says Revenue Jumped 45% to $16.8 Billion in Third Quarter, 14 October 2026](https://www.nytimes.com/2026/10/14/technology/anthropic-ipo-revenue-profit.html)
4. [Business Insider, Anthropic reveals $16.8B revenue amid IPO preparations, 14 October 2026](https://www.businessinsider.com/anthropic-reveals-16-8b-revenue-amid-ipo-preparations-2026-10)
5. [GCN, A coding startup closed a $2.3 billion round valuing it near $29 billion, but its $20 monthly plan still runs out after a handful of prompts, 13 October 2026](https://gcn.com/coding-startup-closed-billion-round-valuing/22374/)
6. [Golden Era, Cursor joins The X Subscription: one Grok usage pool, paid individual plans from $8 to $200, 12 October 2026](https://goldenera.si/news/cursor-x-subscription-grok-usage-pool/)
7. [TokenPost, SpaceXAI Outlines Unified Subscription for Grok and Cursor, October 2026](https://www.tokenpost.com/news/technology/30616)
8. [TechCrunch, SpaceX officially closes its Cursor acquisition, 15 August 2026](https://techcrunch.com/2026/08/15/spacex-officially-closes-its-cursor-acquisition/)
9. [Yahoo Finance / Insider Monkey, OpenAI Cuts Cursor Off from its Models Now That Musk's SpaceX (SPCX) Owns It, 6 September 2026](https://finance.yahoo.com/technology/ai/articles/openai-cuts-cursor-off-models-223547147.html)
10. [TechMyMoney, The X Subscription Bundles Grok, Cursor and X Premium From $8, 14 October 2026](https://techmymoney.com/2026/10/14/x-subscription-bundles-grok-cursor-x-premium/)
11. [GitHub, GitHub Copilot Plans & pricing, current as of 15 October 2026](https://github.com/features/copilot/plans)


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Cursor stopped bundling Claude just as Anthropic courts a $2 trillion listing — The Inference. Canonical: https://theinference.org/article/cursor-stopped-bundling-claude-just-as-anthropic-courts-a-2-trillion-listing