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Thirty Dollars
Microsoft priced Copilot at $30 per seat per month in July 2023. Three years later, its own executive called the number a "major barrier." In the same week, Cursor hit $2B in revenue on usage-based billing, and Anthropic unbundled Claude from the tools that made it useful.
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Microsoft priced Copilot at $30/seat/month in July 2023. Three years and billions in infrastructure later, a senior exec called the number a "pretty major barrier." In the same week, Cursor doubled to $2B ARR on usage-based billing — credits tied to actual token consumption rather than seat count —
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