20250706-Cursor_Clarifying_Our_Pricing

原文摘要

Cursor: Clarifying Our Pricing

Cursor changed their pricing plan on June 16th, introducing a new $200/month Ultra plan with "20x more usage than Pro" and switching their $20/month Pro plan from "request limits to compute limits".

This confused a lot of people. Here's Cursor's attempt at clarifying things:

Cursor uses a combination of our custom models, as well as models from providers like OpenAI, Anthropic, Google, and xAI. For external models, we previously charged based on the number of requests made. There was a limit of 500 requests per month, with Sonnet models costing two requests.

New models can spend more tokens per request on longer-horizon tasks. Though most users' costs have stayed fairly constant, the hardest requests cost an order of magnitude more than simple ones. API-based pricing is the best way to reflect that.

I think I understand what they're saying there. They used to allow you 500 requests per month, but those requests could be made against any model and, crucially, a single request could trigger a variable amount of token spend.

Modern LLMs can have dramatically different prices, so one of those 500 requests with a large context query against an expensive model could cost a great deal more than a single request with a shorter context against something less expensive.

I imagine they were losing money on some of their more savvy users, who may have been using prompting techniques that sent a larger volume of tokens through each one of those precious 500 requests.

The new billing switched to passing on the expense of those tokens directly, with a $20 included budget followed by overage charges for tokens beyond that.

It sounds like a lot of people, used to the previous model where their access would be cut off after 500 requests, got caught out by this and racked up a substantial bill!

To cursor's credit, they're offering usage refunds to "those with unexpected usage between June 16 and July 4."

I think this highlights a few interesting trends.

Firstly, the era of VC-subsidized tokens may be coming to an end, especially for products like Cursor which are way past demonstrating product-market fit.

Secondly, that $200/month plan for 20x the usage of the $20/month plan is an emerging pattern: Anthropic offers the exact same deal for Claude Code, with the same 10x price for 20x usage multiplier.

Professional software engineers may be able to justify one $200/month subscription, but I expect most will be unable to justify two. The pricing here becomes a significant form of lock-in - once you've picked your $200/month coding assistant you are less likely to evaluate the alternatives.

Tags: ai, generative-ai, llms, ai-assisted-programming, anthropic, claude, llm-pricing, coding-agents, claude-code, cursor

[原文链接](https://simonwillison.net/2025/Jul/5/cursor-clarifying-our-pricing/#atom-everything)

进一步信息揣测

- **定价策略的隐藏成本转移**:Cursor 从固定请求次数(500次/月)改为按 token 计算费用,实际是将高成本模型的使用风险转嫁给用户。此前用户可通过复杂提示词消耗更多 token 而无需额外付费,现在这类操作会直接产生超额费用。 - **行业定价默契**:Cursor 和 Anthropic 的定价结构高度相似($200 档提供 20x 使用量),暗示头部 AI 公司可能通过非公开协商形成价格联盟,人为制造“二选一”的锁定效应。 - **VC 补贴退潮信号**:Cursor 取消无限请求模式,反映资本对生成式 AI 产品的补贴收缩,企业开始通过精细化计费转嫁成本,尤其是已验证产品市场契合度(PMF)的公司。 - **用户行为监控数据**:Cursor 突然调整计费方式,可能源于后台数据发现少数“高级用户”滥用请求机制(如单次请求嵌入大量 token),导致边际成本失控。 - **退款政策的潜台词**:仅对 6.16-7.4 期间的异常费用退款,侧面说明新计费系统存在设计缺陷,未能有效预警用户费用激增,属于危机公关手段。 - **模型供应商的隐性分层**:Cursor 同时使用自研模型和第三方模型(OpenAI/Anthropic 等),但未公开不同模型的 token 成本差异,用户可能无意中触发高价模型(如 Claude Sonnet)导致账单暴增。 - **工程师订阅的“软锁定”**:$200/月的定价锚定专业开发者预算上限,通过心理账户效应降低用户切换竞品的意愿(如难以同时负担 Cursor 和 Claude Code 的高端套餐)。