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Anysphere raises $2.3 billion Series D
ALSO : AI-driven hacking campaign linked to China
Geoffrey NICHIL
November 14, 2025
News of the day
1. Anysphere, maker of AI code editor Cursor, raised $2.3B in Series D, valuing it at $29.3B. This highlights strong investor confidence in AI-driven developer tools.. → Read more
2. Anthropic reports the first AI-driven hacking campaign, linked to China, using AI to automate cyber operations, raising significant security concerns. → Read more
3. NotebookLM now generates video summaries from any text prompt, offering greater creative control beyond preset styles. → Read more
4. Luxembourg commits €126M to Meluxina-AI supercomputer and AI Factory, boosting national AI and HPC capabilities for businesses and research.→ Read more
Our take
Hi Dotikers!
In AI, we thought the race would be fought between model giants. And then Anysphere took the inside track on the app side, with Cursor evolving from copilot to full workshop. The latest hard-number proof: a $2.3B round valuing the company at $29.3B, nearly triple its valuation in June. Investors like Coatue, Accel, Google, and Nvidia are stepping in, while the company claims over $1B in annualized revenue and more than 300 employees.
When a code editor is worth more than many… software vendors altogether, it becomes clear that the terminal has become a P&L line. What justifies such a premium isn’t autocomplete itself, but the agentic shift. With Cursor 2.0 and its in-house model, Composer, Anysphere is no longer just stitching APIs together ; it is integrating the model, the IDE, the codebase context, and agent orchestration.
It’s a clear thesis: value is migrating toward end-to-end experience and workflow governance, not just raw LLM power. This funding round tells a bigger story: useful AI sells best where it embeds deeply into the craft.
If Cursor turns pilot enthusiasm into standardized deployments with hard evidence, the valuation will have legs. Otherwise, we’re witnessing a brilliant sleight of hand before the test of sustainable usage.
G.
Meme of the day
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