Claude Codeが直接して250億ARRに到達、Cursorは本当に先駆者になった、緊急の自社開発で状況を救えるか？

According to reports from CoinWorld and OneMillion_AI, "Business Insider" revealed that Cursor is highly dependent on the Anthropic API. Anthropic secretly developed Claude Code and launched it in February 2026, with an annual revenue of 2.5 billion USD, surpassing Cursor's 2 billion USD. As a result, Cursor lost its technological exclusivity, some users switched to Claude Code, and developers also canceled their subscriptions. To prevent supply disruptions, Anthropic once suddenly cut off supplies during negotiations with WindSurf for acquisition. On January 5th, Michael Truell held an emergency all-hands meeting to promote the development of their own models. Cursor leveraged open-source models from the Dark Side of the Moon to create the Composer series, and by May, Composer 2.5, which was over 85%自主研发.