Comment by davidclark
1 day ago
Is this $900M ARR a reliable number?
Their base is $20/mth. That would equal 3.75M people paying a sub to Cursor.
If literally everyone is on their $200/mth plan, then that would be 375K paid users.
There’s 50M VS Code + VS users (May 2025). [1] 7% of all VS Code users having switched to Cursor does not match my personal circle of developers. 0.7% . . . Maybe? But, that would be if everyone using Cursor were paying $200/month.
Seems impossibly high, especially given the number of other AI subscription options as well.
[1] https://devblogs.microsoft.com/blog/celebrating-50-million-d...
Maybe the OP got confused with Cursor's $900mil raise? https://cursor.com/blog/series-c
Last disclosed revenue from Cursor was $500mil. https://www.bloomberg.com/news/articles/2025-06-05/anysphere...
It’s probably due to the top comment citing that number
Yeah that’s probably it!
That's the same order of magnitude though.
The $20/month cursor sub is heavily limited though, for basic casual usage that's fine but you VERY soon run into its limits when working at any speed.
The base plan limit is not hard to hit. Then you're on the usage based rocket.
Enterprise pay more.