Woofun AI reports that the strategic dependency between Cursor and Anthropic has fractured following the commercial success of Claude Code. Initially, Anthropic derived nearly 40% to 50% of its revenue from Cursor API calls while simultaneously developing competing technology. Despite prior assurances that Claude Code was merely an academic initiative, the tool rapidly captured market share, reaching $25 billion in annualized revenue by February 2026 and overtaking Cursor's $20 billion figure.

This competitive shift triggered significant user migration and heightened fears regarding model supply stability, particularly after Anthropic cut off access to Windsurf during OpenAI acquisition talks. In response, Cursor CEO Michael Truell convened an emergency meeting on January 5th to prioritize proprietary model development. Leveraging open-source foundations, Cursor launched the Composer series, with Composer 2.5 released in May demonstrating an internal development ratio exceeding 85%, thereby reducing reliance on external tech giants.