Cursor maker Anysphere hits $9.9B Valuation

Anthropic launches Claude Gov for U.S. military and intelligence agencies

In Today’s Issue:

  • Cursor maker Anysphere hits $9.9B Valuation

  • Anthropic launches Claude Gov for U.S. military and intelligence agencies

Read time: 3 minutes

Cursor maker Anysphere hits $9.9B Valuation

Anysphere, the startup behind AI coding assistant Cursor, has raised $900 million at a $9.9 billion valuation, according to Bloomberg. The round was led by Thrive Capital with backing from Andreessen Horowitz, Accel, and DST Global. The three-year-old company has seen rapid growth, with annualized revenue doubling roughly every two months and now exceeding $500 million, up from $300 million in April. Cursor, a leading “vibe coding” tool, offers a two-week free trial followed by $20 Pro and $40 Business tiers. Initially driven by individual users, Anysphere is now expanding into enterprise sales. Earlier this year, Anysphere reportedly declined acquisition offers, including one from OpenAI, which later acquired rival Windsurf for $3 billion.

Anthropic launches Claude Gov for U.S. military and intelligence agencies

Anthropic has unveiled Claude Gov, a specialized version of its Claude AI model tailored for U.S. defense and intelligence use, directly rivaling OpenAI’s ChatGPT Gov. The models are already deployed at top levels of national security and are built to analyze classified data with looser guardrails than consumer-facing models. Claude Gov is designed for tasks like threat assessment and intelligence analysis, offering improved comprehension of defense-specific documents, context, and languages. While safety testing mirrors standard Claude models, these versions are trained to engage more directly with sensitive data. Anthropic maintains restrictions on weapon development and disinformation, but has created policy exceptions for approved government use. The move aligns with a broader industry push into government markets amid regulatory uncertainty. Claude Gov joins initiatives like Palantir’s FedStart and follows OpenAI’s ChatGPT Gov launch in January.

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