
Cursor's Composer 2 matches Claude Opus 4.6 at one-sixth the price. It's built on Moonshot AI's Kimi K2.5, a Chinese open-source model. The licensing questions and geopolitical implications are just getting started.

AI coding tools went from productivity boost to significant line item. Cursor credits burn in two weeks, GPT-5.4 context costs double past 272K tokens, and most engineering budgets haven't caught up.

Cursor doubled its revenue to $2 billion in three months. Its new Automations feature shows where AI coding is headed.