If Cursor Whiffs Numbers, The AI Bubble Has Popped

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.

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