Cursor, the leading proprietary AI coding agent (backed by Accel, AH and Thrive Capital) could see its business hollowed out by opensource front-ends such as Cline and Roo Code (a fork of Cline).
I had hoped to write a longer piece on opensource LLM front-ends this week, but it’s not going to happen. The headline is the takeaway. Cursor and MSFT represent approximately 20-25% of Anthropic revenue. Cursor is the most popular LLM front-end, but it’s expensive. If Cline and Roo Code and other opensource LLM front-ends gain traction (thus far they have), the AI Bubble will have popped as Cursor is at the tip of the spear.