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Pct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"app-builders","weight":0.1,"sharePct":0.768,"shareLowPct":0,"shareHighPct":3.2256,"stale":true,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"review-testing","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":39,"rankP10":28,"rankP90":45,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null}],"selection":{"importanceIds":["spacex","anthropic","microsoft","openai","cognition","lovable","replit","zhipu"],"risingIds":["emergent"],"filledFromImportance":["alphabet"]},"risingPools":{"growth":10,"shareChange":6,"committed":0},"weightSensitivity":[{"functionId":"coding-agents","end":"low","entered":["wix"],"left":["alphabet"]},{"functionId":"coding-agents","end":"high","entered":[],"left":[]},{"functionId":"app-builders","end":"low","entered":[],"left":[]},{"functionId":"app-builders","end":"high","entered":["wix"],"left":["alphabet"]},{"functionId":"review-testing","end":"low","entered":[],"left":[]},{"functionId":"review-testing","end":"high","entered":[],"left":[]}],"validation":[],"baseline":{"spearman":0.983333333333,"baselineTop10NotSelected":["wix","factory","coderabbit"],"selectedNotInBaselineTop10":["microsoft","openai","zhipu","alphabet"]},"raterAgreement":{"within":0.966666666667,"weightedKappa":-0.0344827586207,"disagreements":[]}},"inputs":{"spacex":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"spacex","name":"SpaceX (Cursor)","kind":"public","commercialActivityVerified":true,"shares":{"coding-agents":{"low":25.9,"central":30.68,"high":39.18,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Cursor, 14 Aug to 30 Sep 2026 (48 days), annualised","periodEnd":"2026-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001181412/000162828026066482/spaceexplorationtechnologi.htm","title":"SpaceX third-quarter 2026 results (Form 8-K, Exhibit 99.1)","publisher":"Space Exploration Technologies Corp. (SEC EDGAR)","publishedDate":"2026-10-20","accessedDate":"2026-10-22","tier":"T5","locator":"\"Other Key Business Developments\", \"Cursor Merger\": \"SpaceX completed its acquisition of Cursor on August 14, 2026\"; \"From the closing date through September 30, 2026, Cursor contributed $608 million of revenue\". The release shows no date line; 20 October 2026 is the webcast date it states"},"note":"SpaceX's 8-K says Cursor contributed $608 million of revenue from the closing date (14 Aug 2026) through 30 Sep 2026 (T1); 608 x 365 / 48 days = US$4.62bn annualised (5LayerCake derivation, T5; the 48 days are one block of revenue, not a last month). Cross-check: Cursor said on 13 Nov 2025 that it had 'crossed $1B in annualized revenue' (company, T2), so the filing implies about 4.6x in 10.5 months. Low end allows for revenue that does not recur (-15%); high end for growth inside the 48 days (+28%). Cursor is not a model developer, so all its plan revenue counts; use of third-party models billed at API prices passes through to the vendors. Share = US$4.62bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$3.9-5.9bn (central 4.62)."},"app-builders":{"participates":false,"evidence":{"url":"https://cursor.com/pricing","title":"Cursor pricing","publisher":"Cursor (SpaceX)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Pricing page lists no app builder; Cursor sells an editor and agents"}},"review-testing":{"low":0,"central":3.75,"high":12.5,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://siliconangle.com/2025/12/19/cursor-acquires-ai-code-review-startup-graphite/","title":"Cursor acquires AI code review startup Graphite","publisher":"SiliconANGLE","publishedDate":"2025-12-19","accessedDate":"2026-10-22","tier":"T5","locator":"\"Cursor plans to offer Graphite as a standalone product alongside its flagship code editor\"; no Graphite revenue is given; Cursor's editor generating \"more than $1 billion in annualized revenue\""},"note":"SiliconANGLE (19 Dec 2025, T3): Cursor bought Graphite, an AI code review product, and 'plans to offer Graphite as a standalone product'; its revenue is not given. Cursor's own AI code review (Bugbot) is included from the Premium plan up (cursor.com/pricing, T2), so its revenue is already inside the coding figure. Judgement (T5, assumed inputs): about 1,000 paying Graphite teams x US$1,000 a month x 12 = US$0.012bn; low 0 (not yet sold on its own), high 3x. Share = US$0.012bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.0-0.04bn (central 0.012)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":3},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9dbc09f1cbfe6d6fc473c4d01efbe18d2403c8461cb494420375caec6eb5047f"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9dbc09f1cbfe6d6fc473c4d01efbe18d2403c8461cb494420375caec6eb5047f"}},"priorShares":{"coding-agents":{"low":26.09,"central":32.31,"high":42.73,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Cursor, November 2025 (company statement of annualized revenue)","periodEnd":"2025-11-13","source":{"url":"https://cursor.com/blog/series-d","title":"Past, Present, and Future","publisher":"Cursor (Anysphere)","publishedDate":"2025-11-13","accessedDate":"2026-10-22","tier":"T5","locator":"\"We've also crossed $1B in annualized revenue\""},"note":"Cursor said on 13 Nov 2025 that it had 'crossed $1B in annualized revenue' (company, T2); range 0.95 to 1.15. Earlier share = US$1.0bn / US$3.095bn. Method (5LayerCake derivation, T5): the function total a year earlier is taken as today's US$15.06bn divided by 4.87, the growth of the sellers with a sourced figure on both dates (Cursor US$1.0bn to 4.62bn and Cognition US$0.155bn to 1.0bn), which gives US$3.095bn; sellers without a sourced earlier figure are assumed to have grown at that rate. The dates differ between sellers by up to five months, and the range is widened 15% each side for the pool assumption."},"review-testing":{"low":0,"central":3.75,"high":14.375,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Same nominal allowance a year earlier","periodEnd":"2025-11-13","source":{"url":"https://siliconangle.com/2025/12/19/cursor-acquires-ai-code-review-startup-graphite/","title":"Cursor acquires AI code review startup Graphite","publisher":"SiliconANGLE","publishedDate":"2025-12-19","accessedDate":"2026-10-22","tier":"T5","locator":"\"Cursor plans to offer Graphite as a standalone product alongside its flagship code editor\"; no Graphite revenue is given; Cursor's editor generating \"more than $1 billion in annualized revenue\""},"note":"Allowance carried at the same nominal share as the current one (5LayerCake estimate, T5): Graphite was acquired on 19 Dec 2025, after this date. No revenue is found for any seller of this function on either date. Method (5LayerCake derivation, T5): the function total a year earlier is taken as today's US$0.32bn divided by the growth of the sellers with a sourced figure on both dates, and sellers without a sourced earlier figure are assumed to have grown at that rate. No review and testing seller has a sourced figure on both dates, so the rate is that of the sellers with one in the coding function (4.87: Cursor US$1.0bn to 4.62bn and Cognition US$0.155bn to 1.0bn), which gives a total of US$0.0657bn (0.32 / 4.87). This company's allowance (US$0.012bn today) is assumed to have grown at the same rate, to US$0.00246bn (0.012 / 4.87), so its share is unchanged at 3.75% and no change in share is attributed to this function. The range is widened 15% each side for the pool assumption: low 0.0 x 0.85 = 0.0 (already at zero), high 12.5 x 1.15 = 14.375."}},"activityGrowth":{"current":{"low":3900000000,"central":4620000000,"high":5900000000,"unit":"USD","basis":"Cursor annualised run-rate revenue in US dollars","period":"14 Aug to 30 Sep 2026 (48 days), annualised","periodEnd":"2026-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001181412/000162828026066482/spaceexplorationtechnologi.htm","title":"SpaceX third-quarter 2026 results (Form 8-K, Exhibit 99.1)","publisher":"Space Exploration Technologies Corp. (SEC EDGAR)","publishedDate":"2026-10-20","accessedDate":"2026-10-22","tier":"T5","locator":"\"Other Key Business Developments\", \"Cursor Merger\": \"SpaceX completed its acquisition of Cursor on August 14, 2026\"; \"From the closing date through September 30, 2026, Cursor contributed $608 million of revenue\". The release shows no date line; 20 October 2026 is the webcast date it states"},"note":"608 x 365 / 48 = US$4.62bn from the revenue SpaceX reports for Cursor after the closing (5LayerCake derivation); range as for the share."},"prior":{"low":950000000,"central":1000000000,"high":1150000000,"unit":"USD","basis":"Cursor annualised run-rate revenue in US dollars","period":"November 2025 (company statement of annualized revenue)","periodEnd":"2025-11-13","source":{"url":"https://cursor.com/blog/series-d","title":"Past, Present, and Future","publisher":"Cursor (Anysphere)","publishedDate":"2025-11-13","accessedDate":"2026-10-22","tier":"T2","locator":"\"We've also crossed $1B in annualized revenue\""},"note":"Cursor: 'crossed $1B in annualized revenue' (13 Nov 2025). 4.62 / 1.0 is above the +300% cap, so the growth component sits at the cap."}},"baselineRevenueUsd":{"low":3900000000,"central":4620000000,"high":5900000000,"unit":"USD","basis":"Cursor annualised run-rate revenue in US dollars","period":"14 Aug to 30 Sep 2026 (48 days), annualised","periodEnd":"2026-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001181412/000162828026066482/spaceexplorationtechnologi.htm","title":"SpaceX third-quarter 2026 results (Form 8-K, Exhibit 99.1)","publisher":"Space Exploration Technologies Corp. (SEC EDGAR)","publishedDate":"2026-10-20","accessedDate":"2026-10-22","tier":"T5","locator":"\"Other Key Business Developments\", \"Cursor Merger\": \"SpaceX completed its acquisition of Cursor on August 14, 2026\"; \"From the closing date through September 30, 2026, Cursor contributed $608 million of revenue\". The release shows no date line; 20 October 2026 is the webcast date it states"},"note":"Cursor's revenue (not SpaceX's total), annualised from the 48 days in the 8-K; the run-rate is the nearest available figure to annual revenue."}},"anthropic":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"anthropic","name":"Anthropic (Claude Code)","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"low":8.3,"central":19.92,"high":39.84,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimated run-rate, Q3 2026, plan and seat revenue only","periodEnd":"2026-09-30","source":{"url":"https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation","title":"Anthropic raises $30B Series G at $380B post-money valuation","publisher":"Anthropic","publishedDate":"2026-02-12","accessedDate":"2026-10-22","tier":"T5","locator":"\"Claude Code's run-rate revenue has grown to over $2.5 billion\"; \"enterprise use has grown to represent over half of all Claude Code revenue\"; \"Today, our run-rate revenue is $14 billion\"; \"Business subscriptions to Claude Code have quadrupled since the start of 2026\""},"note":"Anthropic's own run-rate figures for Claude Code, which include use billed per token through the API (card note): over $500 million (2 Sep 2025), $1 billion (November 2025; post of 3 Dec 2025) and over $2.5 billion (12 Feb 2026, with enterprise over half and business subscriptions 'quadrupled since the start of 2026'), all T2. The whole-company run-rate was $14 billion on 12 Feb and over $47 billion on 28 May 2026 (T2). Anthropic's news page to 22 Oct 2026 shows no later Claude Code figure. Plan-and-seat revenue is not reported: central US$3.0bn is the approved card's derivation (half of a US$6bn total-product estimate; the other half is API-billed use, which counts in Models); the low end is half of the February figure (1.25) and the high end the whole US$6bn (T5). Third-party Claude Code totals seen on aggregator pages are not used. Share = US$3.0bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$1.25-6.0bn (central 3.0)."},"app-builders":{"participates":false,"evidence":{"url":"https://claude.com/product/claude-code","title":"Claude Code","publisher":"Anthropic","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Product page lists no app-building product"}},"review-testing":{"low":0,"central":0.9375,"high":6.25,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://claude.com/product/claude-code","title":"Claude Code","publisher":"Anthropic","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Included in Pro ($17 annual billing, $20 monthly), Max ($100, $200), Team and Enterprise plans; \"Code Review\" generally available for Team and Enterprise, announcement dated 15 Oct 2026, no separate price"},"note":"Claude Code's 'Code Review' became generally available for Team and Enterprise (announcement dated 15 Oct 2026) with no separate price on the product page (T2), so its revenue is mostly inside the coding figure. Judgement (T5, assumed): nominal allowance of US$0.003bn (about 100 teams paying US$2,500 a month), range 0 to 0.02. Share = US$0.003bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.0-0.02bn (central 0.003)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":3},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7f5c6bc30495f184e976cf5030131669b69f2f3f7c8f95e7530dc972ae1ccdf4"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7f5c6bc30495f184e976cf5030131669b69f2f3f7c8f95e7530dc972ae1ccdf4"}},"priorShares":{"coding-agents":{"low":6.866,"central":16.15,"high":26.01,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Claude Code, November 2025, plan and seat revenue only (half of the company total)","periodEnd":"2025-11-30","source":{"url":"https://www.anthropic.com/news/anthropic-acquires-bun-as-claude-code-reaches-usd1b-milestone","title":"Anthropic acquires Bun as Claude Code reaches $1B milestone","publisher":"Anthropic","publishedDate":"2025-12-03","accessedDate":"2026-10-22","tier":"T5","locator":"Claude Code \"reached $1 billion in run-rate revenue\", in November 2025, six months after general availability"},"note":"Anthropic said Claude Code reached $1 billion in run-rate revenue in November 2025 (company, T2); plan-and-seat revenue is taken as half of that, as the card does (T5); range 0.25 to 0.7. Earlier share = US$0.5bn / US$3.095bn. Method (5LayerCake derivation, T5): the function total a year earlier is taken as today's US$15.06bn divided by 4.87, the growth of the sellers with a sourced figure on both dates (Cursor US$1.0bn to 4.62bn and Cognition US$0.155bn to 1.0bn), which gives US$3.095bn; sellers without a sourced earlier figure are assumed to have grown at that rate. The dates differ between sellers by up to five months, and the range is widened 15% each side for the pool assumption."},"review-testing":{"low":0,"central":0.9375,"high":7.1875,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Same nominal allowance a year earlier","periodEnd":"2025-11-30","source":{"url":"https://claude.com/product/claude-code","title":"Claude Code","publisher":"Anthropic","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Included in Pro ($17 annual billing, $20 monthly), Max ($100, $200), Team and Enterprise plans; \"Code Review\" generally available for Team and Enterprise, announcement dated 15 Oct 2026, no separate price"},"note":"Allowance carried at the same nominal share as the current one (5LayerCake estimate, T5): Code Review became generally available only on 15 Oct 2026, after this date. No revenue is found for any seller of this function on either date. Method (5LayerCake derivation, T5): the function total a year earlier is taken as today's US$0.32bn divided by the growth of the sellers with a sourced figure on both dates, and sellers without a sourced earlier figure are assumed to have grown at that rate. No review and testing seller has a sourced figure on both dates, so the rate is that of the sellers with one in the coding function (4.87: Cursor US$1.0bn to 4.62bn and Cognition US$0.155bn to 1.0bn), which gives a total of US$0.0657bn (0.32 / 4.87). This company's allowance (US$0.003bn today) is assumed to have grown at the same rate, to US$0.00062bn (0.003 / 4.87), so its share is unchanged at 0.9375% and no change in share is attributed to this function. The range is widened 15% each side for the pool assumption: low 0.0 x 0.85 = 0.0 (already at zero), high 6.25 x 1.15 = 7.1875."}},"activityGrowth":{"current":{"low":1250000000,"central":3000000000,"high":6000000000,"unit":"USD","basis":"Claude Code plan and seat run-rate revenue in US dollars (5LayerCake estimate: half of the company's Claude Code run-rate)","period":"Estimated run-rate, Q3 2026","periodEnd":"2026-09-30","source":{"url":"https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation","title":"Anthropic raises $30B Series G at $380B post-money valuation","publisher":"Anthropic","publishedDate":"2026-02-12","accessedDate":"2026-10-22","tier":"T5","locator":"\"Claude Code's run-rate revenue has grown to over $2.5 billion\"; \"enterprise use has grown to represent over half of all Claude Code revenue\"; \"Today, our run-rate revenue is $14 billion\"; \"Business subscriptions to Claude Code have quadrupled since the start of 2026\""},"note":"The approved card's plan-and-seat estimate (half of a US$6bn total-product estimate); both ends of this growth are 5LayerCake estimates built on Anthropic's own run-rate statements."},"prior":{"low":250000000,"central":500000000,"high":700000000,"unit":"USD","basis":"Claude Code plan and seat run-rate revenue in US dollars (5LayerCake estimate: half of the company's Claude Code run-rate)","period":"November 2025 (half of the company's US$1bn Claude Code run-rate)","periodEnd":"2025-11-30","source":{"url":"https://www.anthropic.com/news/anthropic-acquires-bun-as-claude-code-reaches-usd1b-milestone","title":"Anthropic acquires Bun as Claude Code reaches $1B milestone","publisher":"Anthropic","publishedDate":"2025-12-03","accessedDate":"2026-10-22","tier":"T5","locator":"Claude Code \"reached $1 billion in run-rate revenue\", in November 2025, six months after general availability"},"note":"Half of the $1 billion Claude Code run-rate Anthropic stated for November 2025 (T2), on the card's plan-only convention. 3.0 / 0.5 is above the +300% cap, so growth sits at the cap."}},"baselineRevenueUsd":{"low":2500000000,"central":2500000000,"high":2500000000,"unit":"USD","basis":"Claude Code run-rate revenue in US dollars, including use billed through the API","period":"Run-rate at 12 Feb 2026","periodEnd":"2026-02-12","source":{"url":"https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation","title":"Anthropic raises $30B Series G at $380B post-money valuation","publisher":"Anthropic","publishedDate":"2026-02-12","accessedDate":"2026-10-22","tier":"T2","locator":"\"Claude Code's run-rate revenue has grown to over $2.5 billion\"; \"enterprise use has grown to represent over half of all Claude Code revenue\"; \"Today, our run-rate revenue is $14 billion\"; \"Business subscriptions to Claude Code have quadrupled since the start of 2026\""},"note":"Anthropic: Claude Code's run-rate revenue 'has grown to over $2.5 billion' (12 Feb 2026). This includes API-billed use, unlike the plan-only share, and is the latest figure the company gave; 'over' means the true figure is at least this."}},"microsoft":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"microsoft","name":"Microsoft (GitHub Copilot)","kind":"public","commercialActivityVerified":true,"shares":{"coding-agents":{"low":7.968,"central":16.6,"high":26.56,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimated run-rate, June 2026 quarter (Microsoft FY26 Q4)","periodEnd":"2026-06-30","source":{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4.aspx","title":"Microsoft fiscal 2026 fourth-quarter earnings call (transcript)","publisher":"Microsoft","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Nadella: \"GitHub Copilot now has 50 million users\"; \"Copilot revenue accelerated over 60% quarter-over-quarter\" after the June 2026 move to usage-based billing; no dollar figure"},"note":"Microsoft reports no GitHub Copilot revenue. Anchors (all T2, call transcripts): 26 million users (29 Oct 2025); 'over 4.7 million paid Copilot subscribers, up 75% year-over-year' (28 Jan 2026); 'enterprise subscribers have nearly tripled year over year' and a move to usage-based pricing from 1 June 2026 (29 Apr 2026); 50 million users and 'Copilot revenue accelerated over 60% quarter-over-quarter' after usage billing began (29 Jul 2026). Plans run from $10 to $100 a month plus AI credits (github.com/features/copilot/plans). Judgement (T5, assumed inputs): 4.7M x about $20 a month x 12 = US$1.1bn at December 2025; about +25% a quarter to June 2026 gives US$1.8bn; then the 'over 60%' quarter gives about US$2.8bn; central US$2.5bn is the approved card's estimate, range 1.2 to 4.0. Share = US$2.5bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$1.2-4.0bn (central 2.5)."},"app-builders":{"participates":false,"evidence":{"url":"https://github.com/features/copilot/plans","title":"GitHub Copilot plans","publisher":"GitHub (Microsoft)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Plan feature table lists agent mode, code review, cloud agent and CLI; no app builder"}},"review-testing":{"low":0,"central":1.562,"high":9.375,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://github.com/features/copilot/plans","title":"GitHub Copilot plans","publisher":"GitHub (Microsoft)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Free $0, Pro $10, Pro+ $39, Max $100 a month, plus AI credits (\"1 AI credit = $0.01 USD\"); pull request reviews are included on Pro, Pro+ and Max and use credits; Business and Enterprise prices not listed"},"note":"Pull request reviews are a feature of the Pro, Pro+ and Max plans and consume AI credits (github.com/features/copilot/plans, T2); they are not sold separately, so their revenue is already inside the coding figure. Judgement (T5): nominal allowance of US$0.005bn, range 0 to 0.03. Share = US$0.005bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.0-0.03bn (central 0.005)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":3},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"006903c3f0ae0301a6e4e0e1c74ee0ccfe2b656861dd760551b250ba0350562e"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"006903c3f0ae0301a6e4e0e1c74ee0ccfe2b656861dd760551b250ba0350562e"}},"activityGrowth":{"current":{"low":4700000,"central":4700000,"high":4700000,"unit":"subscribers","basis":"GitHub Copilot paid subscribers at quarter end (a proxy for AI-related revenue, not revenue)","offBasis":true,"period":"Quarter ended 31 Dec 2025","periodEnd":"2025-12-31","source":{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2.aspx","title":"Microsoft fiscal 2026 second-quarter earnings call (transcript)","publisher":"Microsoft","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T2","locator":"Nadella: \"all up now we have over 4.7 million paid Copilot subscribers, up 75% year-over-year\"; no dollar figure"},"note":"Nadella: 'over 4.7 million paid Copilot subscribers' (28 Jan 2026 call). A subscriber count, not revenue: usage-based billing since June 2026 means revenue per subscriber is rising, so this understates revenue growth."},"prior":{"low":2686000,"central":2686000,"high":2686000,"unit":"subscribers","basis":"GitHub Copilot paid subscribers at quarter end (a proxy for AI-related revenue, not revenue)","offBasis":true,"period":"Quarter ended 31 Dec 2024","periodEnd":"2024-12-31","source":{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2.aspx","title":"Microsoft fiscal 2026 second-quarter earnings call (transcript)","publisher":"Microsoft","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T2","locator":"Nadella: \"all up now we have over 4.7 million paid Copilot subscribers, up 75% year-over-year\"; no dollar figure"},"note":"Derived from the same sentence: 4.7M / 1.75 = about 2.69M a year earlier ('up 75% year-over-year'). Company statement, T2."}}},"openai":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"openai","name":"OpenAI (Codex)","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"low":3.32,"central":9.961,"high":19.922,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimated run-rate, Q3 2026, plan and seat revenue only","periodEnd":"2026-09-30","source":{"url":"https://constellationr.com/insights/news/openai-touts-broadening-codex-usage-5-million-weekly-active-users","title":"OpenAI touts broadening Codex usage with 5 million weekly active users","publisher":"Constellation Research","publishedDate":"2026-06-02","accessedDate":"2026-10-22","tier":"T5","locator":"\"Codex has more than 5 million weekly active users\" (OpenAI figure); no revenue or seat figure"},"note":"OpenAI does not report Codex revenue. It says Codex has 'more than 5 million weekly active users' (2 Jun 2026, via Constellation Research, T2), and Codex is included in ChatGPT Free, Go, Plus, Pro, Business, Edu and Enterprise plans (Plus $20, Pro from $100, Business $20-25 per user per month; learn.chatgpt.com/docs/pricing, T2). Seat and plan revenue cannot be separated from ChatGPT subscriptions. Judgement (T5): central US$1.5bn is the approved card's estimate (half of an earlier US$3bn total). Cross-check: 1.5bn / (US$20 x 12) = 6.3 million Plus-price seat-equivalents, against more than 5 million weekly users in June, so the estimate treats about every weekly user as one paid seat-equivalent (free users offset by $100-$500 Pro plans). Low end 0.5 (one in three), high end 3.0 (double, for Pro and Business seats). Use billed at API prices counts in Models. Share = US$1.5bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.5-3.0bn (central 1.5)."},"app-builders":{"low":0,"central":0.256,"high":1.536,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://learn.chatgpt.com/docs/pricing","title":"ChatGPT and Codex pricing","publisher":"OpenAI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"ChatGPT Work and Codex are included in your ChatGPT Free, Go, Plus, Pro, Business, Edu, or Enterprise plan\"; Go $8, Plus $20, Pro from $100, Business $20 per user per month billed annually ($25 monthly); automatic code review has no separate price"},"note":"The OpenAI pricing page lists 'Sites' as included with eligible plans in public beta, with no separate price (T2). Judgement (T5): nominal allowance of US$0.005bn, range 0 to 0.03. Share = US$0.005bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.0-0.03bn (central 0.005)."},"review-testing":{"low":0,"central":0.625,"high":4.688,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://learn.chatgpt.com/docs/pricing","title":"ChatGPT and Codex pricing","publisher":"OpenAI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"ChatGPT Work and Codex are included in your ChatGPT Free, Go, Plus, Pro, Business, Edu, or Enterprise plan\"; Go $8, Plus $20, Pro from $100, Business $20 per user per month billed annually ($25 monthly); automatic code review has no separate price"},"note":"Automatic code review is included in the plans with no separate price (learn.chatgpt.com/docs/pricing, T2), so its revenue is inside the coding figure. Judgement (T5): nominal allowance of US$0.002bn, range 0 to 0.015. Share = US$0.002bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.0-0.015bn (central 0.002)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":3},"app-builders":{"levelLow":1,"levelHigh":2},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c5618475bf8364c13faa2c0dc9e317f5d76781055371c0cea7b8542b7112928d"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c5618475bf8364c13faa2c0dc9e317f5d76781055371c0cea7b8542b7112928d"}}},"cognition":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"cognition","name":"Cognition (Devin, Windsurf)","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"low":5.976,"central":6.641,"high":7.637,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Run-rate crossed US$1bn on 25 Sep 2026 (Devin, Devin Desktop/Windsurf)","periodEnd":"2026-09-25","source":{"url":"https://cognition.com/blog/1b-run-rate","title":"Cognition Crosses $1B in Annualized Revenue Run Rate","publisher":"Cognition","publishedDate":"2026-09-25","accessedDate":"2026-10-22","tier":"T5","locator":"\"Today, Cognition crossed $1B in annualized revenue run rate.\" (post dated 2026.09.25)"},"note":"Cognition's blog post of 25 Sep 2026 says 'Today, Cognition crossed $1B in annualized revenue run rate' (company, T2). Windsurf is part of Cognition (Devin Desktop), so its revenue is inside this figure, as is Devin Review. Run-rate range US$0.9-1.15bn (central 1.0): low end for a stricter definition, high end for growth after the post. Share = US$1.0bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.9-1.15bn (central 1.0)."},"app-builders":{"participates":false,"evidence":{"url":"https://devin.ai","title":"Devin","publisher":"Cognition","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Product page shows the Devin coding agent; no app builder mentioned"}},"review-testing":{"low":0,"central":1.562,"high":9.375,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://devin.ai","title":"Devin","publisher":"Cognition","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Devin coding agent (Cloud, Desktop, CLI); \"Devin Review finds bugs and vulnerabilities before they reach production\"; no app builder is mentioned"},"note":"Devin's page lists 'Devin Review finds bugs and vulnerabilities before they reach production' (devin.ai, T2); its revenue is inside the Devin figure. Judgement (T5): nominal allowance of US$0.005bn (0.5% of the run-rate), range 0 to 0.03. Share = US$0.005bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.0-0.03bn (central 0.005)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ef6723cf9d20192281feeef0330fcf767eb78d49dfc11e766c0a7b81dbb7c107"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ef6723cf9d20192281feeef0330fcf767eb78d49dfc11e766c0a7b81dbb7c107"}},"priorShares":{"coding-agents":{"low":3.982,"central":5.008,"high":6.502,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Devin ARR (June 2025) plus Windsurf ARR (July 2025), US$ bn","periodEnd":"2025-07-31","source":{"url":"https://cognition.com/blog/windsurf","title":"Cognition blog post on the Windsurf acquisition","publisher":"Cognition","publishedDate":"2025-07-14","accessedDate":"2026-10-22","tier":"T5","locator":"Windsurf brings \"$82M of ARR and a fast-growing business, with enterprise ARR doubling quarter-over-quarter\" (post dated 2025.07.14)"},"note":"Cognition said on 14 Jul 2025 that Windsurf brought $82M of ARR (company, T2); Cognition's post of 8 Sep 2025 (https://cognition.com/blog/funding-growth-and-the-next-frontier-of-ai-coding-agents; company, T2) says 'Devin ARR grew from $1M ARR in September 2024 to $73M ARR in June 2025'; TechCrunch of the same day (https://techcrunch.com/2025/09/08/cognition-ai-defies-turbulence-with-a-400m-raise-at-10-2b-valuation/) repeats it without naming a source. 73 + 82 = US$155M (5LayerCake sum of two figures a month apart, T5); range 145 to 175. Earlier share = US$0.155bn / US$3.095bn. Method (5LayerCake derivation, T5): the function total a year earlier is taken as today's US$15.06bn divided by 4.87, the growth of the sellers with a sourced figure on both dates (Cursor US$1.0bn to 4.62bn and Cognition US$0.155bn to 1.0bn), which gives US$3.095bn; sellers without a sourced earlier figure are assumed to have grown at that rate. The dates differ between sellers by up to five months, and the range is widened 15% each side for the pool assumption."},"review-testing":{"low":0,"central":1.562,"high":10.781,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Same nominal allowance a year earlier","periodEnd":"2025-07-31","source":{"url":"https://devin.ai","title":"Devin","publisher":"Cognition","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Devin coding agent (Cloud, Desktop, CLI); \"Devin Review finds bugs and vulnerabilities before they reach production\"; no app builder is mentioned"},"note":"Allowance carried at the same nominal share as the current one (5LayerCake estimate, T5): Devin Review is part of the Devin figure. No revenue is found for any seller of this function on either date. Method (5LayerCake derivation, T5): the function total a year earlier is taken as today's US$0.32bn divided by the growth of the sellers with a sourced figure on both dates, and sellers without a sourced earlier figure are assumed to have grown at that rate. No review and testing seller has a sourced figure on both dates, so the rate is that of the sellers with one in the coding function (4.87: Cursor US$1.0bn to 4.62bn and Cognition US$0.155bn to 1.0bn), which gives a total of US$0.0657bn (0.32 / 4.87). This company's allowance (US$0.005bn today) is assumed to have grown at the same rate, to US$0.00103bn (0.005 / 4.87), so its share is unchanged at 1.5625% and no change in share is attributed to this function. The range is widened 15% each side for the pool assumption: low 0.0 x 0.85 = 0.0 (already at zero), high 9.375 x 1.15 = 10.78125, stored as 10.781."}},"activityGrowth":{"current":{"low":900000000,"central":1000000000,"high":1150000000,"unit":"USD","basis":"Cognition annualised run-rate revenue (Devin and Windsurf) in US dollars","period":"Run-rate crossed US$1bn on 25 Sep 2026","periodEnd":"2026-09-25","source":{"url":"https://cognition.com/blog/1b-run-rate","title":"Cognition Crosses $1B in Annualized Revenue Run Rate","publisher":"Cognition","publishedDate":"2026-09-25","accessedDate":"2026-10-22","tier":"T2","locator":"\"Today, Cognition crossed $1B in annualized revenue run rate.\" (post dated 2026.09.25)"},"note":"Company statement of 25 Sep 2026."},"prior":{"low":145000000,"central":155000000,"high":175000000,"unit":"USD","basis":"Cognition annualised run-rate revenue (Devin and Windsurf) in US dollars","period":"Devin (June 2025) plus Windsurf (July 2025)","periodEnd":"2025-07-31","source":{"url":"https://cognition.com/blog/windsurf","title":"Cognition blog post on the Windsurf acquisition","publisher":"Cognition","publishedDate":"2025-07-14","accessedDate":"2026-10-22","tier":"T2","locator":"Windsurf brings \"$82M of ARR and a fast-growing business, with enterprise ARR doubling quarter-over-quarter\" (post dated 2025.07.14)"},"note":"73 (Devin ARR, June 2025; Cognition's post of 8 Sep 2025, https://cognition.com/blog/funding-growth-and-the-next-frontier-of-ai-coding-agents, T2) + 82 (Windsurf ARR, 14 Jul 2025; Cognition, T2) = US$155M, the sum of two company figures a month apart. Tier is the lower of the two, T2."}},"baselineRevenueUsd":{"low":900000000,"central":1000000000,"high":1150000000,"unit":"USD","basis":"Cognition annualised run-rate revenue (Devin and Windsurf) in US dollars","period":"Run-rate crossed US$1bn on 25 Sep 2026","periodEnd":"2026-09-25","source":{"url":"https://cognition.com/blog/1b-run-rate","title":"Cognition Crosses $1B in Annualized Revenue Run Rate","publisher":"Cognition","publishedDate":"2026-09-25","accessedDate":"2026-10-22","tier":"T2","locator":"\"Today, Cognition crossed $1B in annualized revenue run rate.\" (post dated 2026.09.25)"},"note":"Company statement; a run-rate, the nearest figure to annual revenue."}},"lovable":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"lovable","name":"Lovable","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","title":"Lovable's annualized revenue crosses $600M as vibe coding takes off","publisher":"TechCrunch (Ivan Mehta), quoting Lovable co-founder Fabian Hedin","publishedDate":"2026-09-24","accessedDate":"2026-10-22","tier":"T2","locator":"Article contrasts Lovable (output is 'a product') with coding tools such as Codex and Claude Code; Lovable's revenue counts in app-builders"}},"app-builders":{"low":28.162,"central":30.722,"high":35.842,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Run-rate crossed 24 Sep 2026","periodEnd":"2026-09-24","source":{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","title":"Lovable's annualized revenue crosses $600M as vibe coding takes off","publisher":"TechCrunch (Ivan Mehta), quoting Lovable co-founder Fabian Hedin","publishedDate":"2026-09-24","accessedDate":"2026-10-22","tier":"T5","locator":"\"Lovable has crossed annual run-rate revenue of $600 million\" (HumanX, 24 September 2026); about $500 million in June 2026"},"note":"Co-founder Fabian Hedin said at HumanX on 24 Sep 2026 that Lovable 'has crossed annual run-rate revenue of $600 million', up from about $500M in June 2026 (TechCrunch, T2). Central 0.60; high 0.70 allows for growth since the statement. Share = US$0.6bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.55-0.7bn (central 0.6)."},"review-testing":{"participates":false,"evidence":{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","title":"Lovable's annualized revenue crosses $600M as vibe coding takes off","publisher":"TechCrunch (Ivan Mehta), quoting Lovable co-founder Fabian Hedin","publishedDate":"2026-09-24","accessedDate":"2026-10-22","tier":"T2","locator":"Article describes an app-building product only"}}},"screening":{"app-builders":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6a6be3b0ca0c91e0b6b64766758604fa6af314904c669c0d38deff25bff4be77"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6a6be3b0ca0c91e0b6b64766758604fa6af314904c669c0d38deff25bff4be77"}},"priorShares":{"app-builders":{"low":32.68,"central":40.47,"high":53.53,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Lovable, November 2025 (company statement of ARR)","periodEnd":"2025-11-19","source":{"url":"https://techcrunch.com/2025/11/19/as-lovable-hits-200m-arr-its-ceo-credits-staying-in-europe-for-its-success/","title":"As Lovable hits $200M ARR, its CEO credits staying in Europe for its success","publisher":"TechCrunch","publishedDate":"2025-11-19","accessedDate":"2026-10-22","tier":"T5","locator":"Lovable \"has doubled its annual recurring revenue (ARR) to $200 million in just four months\" (announced at Slush); above $100 million in July 2025"},"note":"Lovable 'doubled its annual recurring revenue (ARR) to $200 million in just four months' (TechCrunch, 19 Nov 2025, company, T2); range 0.19 to 0.23. Earlier share = US$0.2bn / US$0.494bn. Method (5LayerCake derivation, T5): the function total a year earlier is taken as today's US$1.953bn divided by 3.95, the growth of the sellers with a sourced figure on both dates (Lovable US$0.20bn to 0.60bn, Replit US$0.10bn to 0.525bn and Emergent US$0.015bn to 0.12bn), which gives US$0.494bn; sellers without a sourced earlier figure are assumed to have grown at that rate. The dates differ between sellers by up to five months, and the range is widened 15% each side for the pool assumption."}},"activityGrowth":{"current":{"low":550000000,"central":600000000,"high":700000000,"unit":"USD","basis":"Lovable annual run-rate revenue in US dollars","period":"Run-rate crossed 24 Sep 2026","periodEnd":"2026-09-24","source":{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","title":"Lovable's annualized revenue crosses $600M as vibe coding takes off","publisher":"TechCrunch (Ivan Mehta), quoting Lovable co-founder Fabian Hedin","publishedDate":"2026-09-24","accessedDate":"2026-10-22","tier":"T2","locator":"\"Lovable has crossed annual run-rate revenue of $600 million\" (HumanX, 24 September 2026); about $500 million in June 2026"},"note":"Company statement (Hedin, HumanX)."},"prior":{"low":190000000,"central":200000000,"high":230000000,"unit":"USD","basis":"Lovable annual run-rate revenue in US dollars","period":"ARR, November 2025","periodEnd":"2025-11-19","source":{"url":"https://techcrunch.com/2025/11/19/as-lovable-hits-200m-arr-its-ceo-credits-staying-in-europe-for-its-success/","title":"As Lovable hits $200M ARR, its CEO credits staying in Europe for its success","publisher":"TechCrunch","publishedDate":"2025-11-19","accessedDate":"2026-10-22","tier":"T2","locator":"Lovable \"has doubled its annual recurring revenue (ARR) to $200 million in just four months\" (announced at Slush); above $100 million in July 2025"},"note":"Company statement at Slush; 3.0x in about 10 months."}},"baselineRevenueUsd":{"low":550000000,"central":600000000,"high":700000000,"unit":"USD","basis":"Lovable annual run-rate revenue in US dollars","period":"Run-rate crossed 24 Sep 2026","periodEnd":"2026-09-24","source":{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","title":"Lovable's annualized revenue crosses $600M as vibe coding takes off","publisher":"TechCrunch (Ivan Mehta), quoting Lovable co-founder Fabian Hedin","publishedDate":"2026-09-24","accessedDate":"2026-10-22","tier":"T2","locator":"\"Lovable has crossed annual run-rate revenue of $600 million\" (HumanX, 24 September 2026); about $500 million in June 2026"},"note":"Company statement; a run-rate, the nearest figure to annual revenue."}},"replit":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"replit","name":"Replit","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://sacra.com/research/replit-passes-500m-year/","title":"Replit passes $500M/year","publisher":"Sacra","publishedDate":"2026-05-28","accessedDate":"2026-10-22","tier":"T4","locator":"Replit's growth comes from its Agent, which builds apps from prompts; its revenue counts in app-builders"}},"app-builders":{"low":15.361,"central":26.882,"high":51.203,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimated run-rate, April 2026 (Sacra)","periodEnd":"2026-04-30","source":{"url":"https://sacra.com/research/replit-passes-500m-year/","title":"Replit passes $500M/year","publisher":"Sacra","publishedDate":"2026-05-28","accessedDate":"2026-10-22","tier":"T5","locator":"\"Sacra estimates Replit hit $525M in annualized revenue in April 2026, up from $300M at the end of 2025\" (a Sacra estimate, not a company statement); no mid-2025 or September 2025 figure on the page"},"note":"Sacra estimates US$525M annualised in April 2026, up from US$300M at end-2025 (T4, not a company statement). Replit has not released a current ARR: TechCrunch (11 Mar 2026) says it 'did not release updated, current ARR figures' and that Replit told Forbes it 'hopes to hit annual recurring revenue of $1 billion by the end of the year'; in September 2025 Replit said it was on track for US$150M annualised (T2). Central 0.525 (card: 0.5), range 0.30 to 1.0. Share = US$0.525bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.3-1.0bn (central 0.525)."},"review-testing":{"participates":false,"evidence":{"url":"https://sacra.com/research/replit-passes-500m-year/","title":"Replit passes $500M/year","publisher":"Sacra","publishedDate":"2026-05-28","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra describes an app-building and hosting business; no review or testing product"}}},"screening":{"app-builders":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"5deb559d0a3ffba1b6c6c0a276cb8c2640143fd88074c3823fe56a56d4c28567"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"5deb559d0a3ffba1b6c6c0a276cb8c2640143fd88074c3823fe56a56d4c28567"}},"priorShares":{"app-builders":{"low":15.48,"central":20.24,"high":25.6,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Replit, June 2025 (company statement of annualized revenue)","periodEnd":"2025-06-30","source":{"url":"https://techcrunch.com/2025/09/10/replit-hits-3b-valuation-on-150m-annualized-revenue","title":"Replit hits $3B valuation on $150M annualized revenue","publisher":"TechCrunch","publishedDate":"2025-09-10","accessedDate":"2026-10-22","tier":"T5","locator":"\"Annualized revenue has skyrocketed from $2.8 million to $150 million in less than a year, it said.\"; annualized revenue reached $100 million in June 2025 (a Masad tweet at the time, per the article)"},"note":"TechCrunch (10 Sep 2025) reports that Replit's annualized revenue reached $100 million in June 2025 (a Masad tweet at the time, company, T2), and $150M by September 2025; June is used because September is under 9 months before the April 2026 estimate. Earlier share = US$0.1bn / US$0.494bn. Method (5LayerCake derivation, T5): the function total a year earlier is taken as today's US$1.953bn divided by 3.95, the growth of the sellers with a sourced figure on both dates (Lovable US$0.20bn to 0.60bn, Replit US$0.10bn to 0.525bn and Emergent US$0.015bn to 0.12bn), which gives US$0.494bn; sellers without a sourced earlier figure are assumed to have grown at that rate. The dates differ between sellers by up to five months, and the range is widened 15% each side for the pool assumption."}},"activityGrowth":{"current":{"low":300000000,"central":525000000,"high":1000000000,"unit":"USD","basis":"Replit annualised revenue in US dollars","period":"Estimated run-rate, April 2026 (Sacra)","periodEnd":"2026-04-30","source":{"url":"https://sacra.com/research/replit-passes-500m-year/","title":"Replit passes $500M/year","publisher":"Sacra","publishedDate":"2026-05-28","accessedDate":"2026-10-22","tier":"T4","locator":"\"Sacra estimates Replit hit $525M in annualized revenue in April 2026, up from $300M at the end of 2025\" (a Sacra estimate, not a company statement); no mid-2025 or September 2025 figure on the page"},"note":"Sacra estimate, not a company statement."},"prior":{"low":90000000,"central":100000000,"high":110000000,"unit":"USD","basis":"Replit annualised revenue in US dollars","period":"June 2025 (company statement)","periodEnd":"2025-06-30","source":{"url":"https://techcrunch.com/2025/09/10/replit-hits-3b-valuation-on-150m-annualized-revenue","title":"Replit hits $3B valuation on $150M annualized revenue","publisher":"TechCrunch","publishedDate":"2025-09-10","accessedDate":"2026-10-22","tier":"T2","locator":"\"Annualized revenue has skyrocketed from $2.8 million to $150 million in less than a year, it said.\"; annualized revenue reached $100 million in June 2025 (a Masad tweet at the time, per the article)"},"note":"Per TechCrunch, a Masad tweet of June 2025. 5.25x is above the +300% cap, so growth sits at the cap."}},"baselineRevenueUsd":{"low":300000000,"central":525000000,"high":1000000000,"unit":"USD","basis":"Replit annualised revenue in US dollars","period":"Estimated run-rate, April 2026 (Sacra)","periodEnd":"2026-04-30","source":{"url":"https://sacra.com/research/replit-passes-500m-year/","title":"Replit passes $500M/year","publisher":"Sacra","publishedDate":"2026-05-28","accessedDate":"2026-10-22","tier":"T4","locator":"\"Sacra estimates Replit hit $525M in annualized revenue in April 2026, up from $300M at the end of 2025\" (a Sacra estimate, not a company statement); no mid-2025 or September 2025 figure on the page"},"note":"Sacra estimate; Replit has published no current figure."}},"zhipu":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"zhipu","name":"Zhipu AI (GLM Coding Plan)","kind":"public","commercialActivityVerified":true,"shares":{"coding-agents":{"low":0.9961,"central":3.32,"high":7.969,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimated run-rate, Q3 2026, Coding Plan subscriptions","periodEnd":"2026-09-30","source":{"url":"https://wallstreetcn.com/articles/3781886","title":"Zhipu analyst call of 16 Sep 2026: ARR USD 1.8 billion, year-end guidance USD 3.0 billion, Coding Plan sales (Chinese)","publisher":"Wall Street Insights (wallstreetcn.com)","publishedDate":"2026-09-16","accessedDate":"2026-10-22","tier":"T5","locator":"Management: all-business monthly ARR USD 1.8 billion in the first half of September; year-end guidance raised from USD 2.4bn to 3.0bn; \"The main product, Coding Plan, was at one point forced into sales restrictions, offering service only through 500 daily slots\" (translated); after full reopening in late July or early August sales volume grew more than 15-fold; no Coding Plan revenue, subscriber or share figure"},"note":"Zhipu management said on 16 Sep 2026 that all-business monthly ARR was US$1.8bn (36Kr: US$1.6bn at end-August on a monthly basis, over US$2bn on a weekly basis) with year-end guidance raised to US$3.0bn, that the Coding Plan is its 'main product' (translated), that it was limited to 500 daily slots for about half a year because of compute, and that sales grew more than 15-fold after it reopened in late July or early August (T2). 36Kr (T3) also reports Coding Plan call volume up more than 23 times since the start of the year, and quotes the company as saying it 'does not regard coding as a product line with rapid revenue growth'; open platform and API revenue was RMB 825M, 86.5% of H1 revenue of RMB 957M. No source splits the Coding Plan from per-token API revenue. Judgement (T5): 28% of US$1.8bn = US$0.5bn, range 8% to 67%. Per-token API use counts in Models. Share = US$0.5bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.15-1.2bn (central 0.5)."},"app-builders":{"participates":false,"evidence":{"url":"https://z.ai/subscribe","title":"GLM Coding Plan","publisher":"Z.ai","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page presents the GLM Coding Plan for agents and IDEs; no app builder"}},"review-testing":{"participates":false,"evidence":{"url":"https://z.ai/subscribe","title":"GLM Coding Plan","publisher":"Z.ai","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No review or testing product on the page"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"702f537116fd1360b0eb877557cc248f69fbdd8a189bd0412030a5e9387b841f"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"702f537116fd1360b0eb877557cc248f69fbdd8a189bd0412030a5e9387b841f"}}},"alphabet":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"alphabet","name":"Alphabet","kind":"public","commercialActivityVerified":true,"shares":{"coding-agents":{"low":0.664,"central":2.324,"high":6.64,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimated run-rate, Q3 2026","periodEnd":"2026-09-30","source":{"url":"https://s206.q4cdn.com/479360582/files/doc_events/2026/Jul/22/2026_Q2_Earnings_Transcript.pdf","title":"Alphabet Q2 2026 earnings call transcript","publisher":"Alphabet","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T5","locator":"Pichai: \"Our agentic development platform Antigravity ... has more than 2.4 million weekly active users\"; on coding, \"Coding and agentic coding is an example of that\" (of areas where Google has \"acknowledged we need to improve\"); no coding revenue"},"note":"Google reports no coding revenue. Pichai said on the 22 Jul 2026 call that Antigravity 'has more than 2.4 million weekly active users' and that 'Coding and agentic coding is an example' of areas where Google needs to improve (T2). New Gemini Code Assist Standard and Enterprise subscriptions could no longer be bought from 9 Oct 2026, and Antigravity is offered on the free, Google AI Pro and Ultra tiers and from US$30 per seat for business (release notes and antigravity.google/pricing, T2). Only the coding part of those plan fees counts. Judgement (T5, assumed inputs): 2.4M weekly users x 20% on a paid plan or seat x $30 a month x 12 = US$0.17bn; plus about 300,000 existing Code Assist seats x $30 x 12 = US$0.11bn; US$0.28bn plus a quarter's growth after the call is about 0.35. Range 0.1 to 1.0 for the missing data. Share = US$0.35bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.1-1.0bn (central 0.35)."},"app-builders":{"low":0,"central":0.256,"high":2.048,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://antigravity.google/pricing","title":"Google Antigravity plans","publisher":"Google","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Individuals $0; Google AI Pro and Ultra (no prices shown); Business plan from $30 per seat per month or pay-as-you-go; 'Full-Stack Prototyping' and 'Daily Operations & Code Reviews' in the menu, not tied to plans"},"note":"The Antigravity page lists 'Full-Stack Prototyping' as a use case with no separate price (antigravity.google/pricing, T2). Judgement (T5): nominal allowance of US$0.005bn, range 0 to 0.04. Share = US$0.005bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.0-0.04bn (central 0.005)."},"review-testing":{"low":0,"central":0.625,"high":4.688,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://antigravity.google/pricing","title":"Google Antigravity plans","publisher":"Google","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Individuals $0; Google AI Pro and Ultra (no prices shown); Business plan from $30 per seat per month or pay-as-you-go; 'Full-Stack Prototyping' and 'Daily Operations & Code Reviews' in the menu, not tied to plans"},"note":"'Daily Operations & Code Reviews' is listed as a use case with no separate price (antigravity.google/pricing, T2). Judgement (T5): nominal allowance of US$0.002bn, range 0 to 0.015. Share = US$0.002bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.0-0.015bn (central 0.002)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":3},"app-builders":{"levelLow":1,"levelHigh":2},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9aa740042c793c3b23b5bd4489bb66796daed30bd58ed0e7674cd40c5514322d"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9aa740042c793c3b23b5bd4489bb66796daed30bd58ed0e7674cd40c5514322d"}}},"wix":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"wix","name":"Wix (Base44)","kind":"public","commercialActivityVerified":true,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://base44.com","title":"Base44","publisher":"Wix (Base44)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page presents Base44 as a platform for building apps, websites and agents without coding"}},"app-builders":{"low":7.68,"central":10.241,"high":11.265,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Founder post, 20 Aug 2026 (ARR)","periodEnd":"2026-08-20","source":{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","title":"Calcalist report on Base44 founder's post: more than $200M ARR","publisher":"Calcalist (CTech)","publishedDate":"2026-08-20","accessedDate":"2026-10-22","tier":"T5","locator":"Base44 founder Maor Shlomo: \"We just blew past $200M ARR at Base44\"; he said $100M was reached about five months earlier"},"note":"Base44's founder Maor Shlomo wrote 'We just blew past $200M ARR at Base44' (Calcalist, 20 Aug 2026, T2); Wix itself reported 'Achieved ~$150 million of ARR as of May' (release of 13 May 2026, T2) and '$100 million of ARR' (4 Mar 2026), and its Q2 release (4 Aug 2026) gives no Base44 ARR. Low 0.15 is the Wix-reported figure. Central 0.2. Share = US$0.2bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.15-0.22bn (central 0.2)."},"review-testing":{"participates":false,"evidence":{"url":"https://base44.com","title":"Base44","publisher":"Wix (Base44)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No review or testing product on the page"}}},"screening":{"app-builders":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f0fa65dce7e0f2f71ff454c6eed84db48462828b1ac0a7d4779bc9754dd6ad18"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f0fa65dce7e0f2f71ff454c6eed84db48462828b1ac0a7d4779bc9754dd6ad18"}},"baselineRevenueUsd":{"low":150000000,"central":200000000,"high":220000000,"unit":"USD","basis":"Base44 annual recurring revenue in US dollars","period":"ARR, 20 Aug 2026 (founder post)","periodEnd":"2026-08-20","source":{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","title":"Calcalist report on Base44 founder's post: more than $200M ARR","publisher":"Calcalist (CTech)","publishedDate":"2026-08-20","accessedDate":"2026-10-22","tier":"T2","locator":"Base44 founder Maor Shlomo: \"We just blew past $200M ARR at Base44\"; he said $100M was reached about five months earlier"},"note":"Base44 only (a Wix unit), never Wix's total revenue. Low end is the Wix-reported ~$150M of May 2026. No measured Base44 ARR exists 9 to 15 months earlier (Wix guided to 'at least $50 million of ARR by year-end' in Nov 2025, a forecast), so no growth or share-change component is given."}},"amazon":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"amazon","name":"Amazon (Kiro)","kind":"public","commercialActivityVerified":true,"shares":{"coding-agents":{"low":0.2656,"central":0.9961,"high":3.32,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimated run-rate, Q3 2026","periodEnd":"2026-09-30","source":{"url":"https://kiro.dev/pricing/","title":"Kiro pricing","publisher":"Kiro (AWS)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Free $0, Pro $20, Pro+ $40, Pro Max $100, Power $200 per user per month; \"Enterprise plans are purchased and billed through AWS\"; no user figure"},"note":"No Kiro revenue or user figure was found. Kiro sells Pro $20, Pro+ $40, Pro Max $100 and Power $200 per user per month, with enterprise plans billed through AWS (kiro.dev/pricing, T2). On Amazon's 30 Jul 2026 call Jassy said Kiro 'tripled in usage quarter-over-quarter' (company statement in the call transcript, T2; usage, not revenue). Judgement (T5, assumed inputs): 400,000 paying users x about $30 a month x 12 = US$0.14bn; low 100,000 x $30 x 12 = US$0.04bn; high 1.2M x $35 x 12 = US$0.5bn. Share = US$0.15bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.04-0.5bn (central 0.15)."},"app-builders":{"participates":false,"evidence":{"url":"https://kiro.dev/pricing/","title":"Kiro pricing","publisher":"Kiro (AWS)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Pricing page names Kiro IDE, CLI, Web and Crew; no app builder listed"}},"review-testing":{"participates":false,"evidence":{"url":"https://kiro.dev/pricing/","title":"Kiro pricing","publisher":"Kiro (AWS)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Pricing page lists no code review or testing product (CI/CD review automation is only a permitted use)"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"365a251cd1fe5c396122cefe907860a3cda28e5c0226ac6121c630d78ab3e24a"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"365a251cd1fe5c396122cefe907860a3cda28e5c0226ac6121c630d78ab3e24a"}}},"factory":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"factory","name":"Factory","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"low":0.3984,"central":0.9961,"high":2.656,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimated run-rate, Q3 2026","periodEnd":"2026-09-30","source":{"url":"https://sacra.com/research/factory","title":"Factory","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Sacra estimates that Factory reached $60 million in annualized revenue in March 2026, up from $5 million at the end of 2025\"; funding table: Series B $50M Sept 2025, Series C $150M Apr 2026 at $1.5B, latest round $200M on 15 Sept 2026 at $5B; Factory said in April 2026 that revenue \"had doubled month over month\" for six months. Page shows no date line"},"note":"Sacra estimates US$60M annualised in March 2026, up from US$5M at end-2025 (T4); Factory said in April 2026 that revenue had 'doubled month over month' for six months (T2). Sacra's funding table shows a $150M Series C at a $1.5B valuation in April 2026 and a $200M round at $5B on 15 Sep 2026. Judgement (T5): three more months of growth after March; at a valuation of about 25-40x annualised revenue the September round implies US$0.12-0.2bn; central US$0.15bn, range 0.06 (no growth since March) to 0.40. Share = US$0.15bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.06-0.4bn (central 0.15)."},"app-builders":{"participates":false,"evidence":{"url":"https://factory.com/","title":"Factory","publisher":"Factory","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Product page lists Droids, Missions, Automations and a public API; no app builder mentioned"}},"review-testing":{"participates":false,"evidence":{"url":"https://factory.com/","title":"Factory","publisher":"Factory","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Reviewing pull requests and generating tests are listed as uses of Droids, not as a separate product; their revenue is inside the coding figure"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8fd9fb46c5d1fde7b4456b26ebe65658226d32234234234a261188a27847b505"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8fd9fb46c5d1fde7b4456b26ebe65658226d32234234234a261188a27847b505"}},"baselineRevenueUsd":{"low":60000000,"central":60000000,"high":60000000,"unit":"USD","basis":"Annualised run-rate revenue of Factory in US dollars (Sacra estimate)","period":"Annualised, March 2026","periodEnd":"2026-03-31","source":{"url":"https://sacra.com/research/factory","title":"Factory","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"\"Sacra estimates that Factory reached $60 million in annualized revenue in March 2026, up from $5 million at the end of 2025\"; funding table: Series B $50M Sept 2025, Series C $150M Apr 2026 at $1.5B, latest round $200M on 15 Sept 2026 at $5B; Factory said in April 2026 that revenue \"had doubled month over month\" for six months. Page shows no date line"},"note":"Sacra's estimate for March 2026; the latest dollar figure published for Factory."}},"vercel":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"vercel","name":"Vercel (v0)","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://v0.app/pricing","title":"v0 pricing","publisher":"Vercel","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Pricing page sells v0 for building and deploying apps; Vercel's hosting is outside this sublayer"}},"app-builders":{"low":2.56,"central":7.68,"high":20.481,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate, September 2026 (v0 share of Vercel run-rate)","periodEnd":"2026-09-30","source":{"url":"https://sacra.com/research/vercel","title":"Vercel","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Sacra estimates that Vercel hit $600M in annualized revenue in September 2026\"; \"Teams and Enterprise plans accounting for more than 50% of v0 revenue\"; no v0 revenue figure. Page shows no date line"},"note":"Vercel's run-rate was US$340M at end-February 2026 (Forbes, via TechCrunch of 13 Apr 2026, T3) and US$600M in September 2026 (Sacra, T4); v0 revenue is not stated, but 'Teams and Enterprise plans' are over half of it (Sacra). v0 plans run Plus $30-90, Business $100 per user per month (v0.app/pricing, T2). Judgement (T5): 25% of US$600M = US$0.15bn (range 8% to 67%); hosting revenue is outside the sublayer. Share = US$0.15bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.05-0.4bn (central 0.15)."},"review-testing":{"participates":false,"evidence":{"url":"https://v0.app/pricing","title":"v0 pricing","publisher":"Vercel","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Pricing page shows no review or testing product"}}},"screening":{"app-builders":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"342c44a6394ab99deee3b3cb3f4333d317a2387123017835f6d4e9829d4c6dfb"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"342c44a6394ab99deee3b3cb3f4333d317a2387123017835f6d4e9829d4c6dfb"}}},"emergent":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"emergent","name":"Emergent","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app/","title":"Emergent hits $100M ARR eight months after launch, rolls out mobile app","publisher":"TechCrunch","publishedDate":"2026-02-17","accessedDate":"2026-10-22","tier":"T2","locator":"Article describes a vibe-coding app platform; revenue counts in app-builders"}},"app-builders":{"low":3.072,"central":6.144,"high":7.68,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Annual run-rate, July 2026","periodEnd":"2026-07-15","source":{"url":"https://startupfortune.com/indian-coding-startup-emergent-becomes-a-unicorn-in-just-over-a-year/","title":"Indian coding startup Emergent becomes a unicorn in just over a year","publisher":"Startup Fortune","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"\"now counts 200,000 paying customers and $120 million in annual run-rate revenue\" ($130 million Series C at a $1.5 billion valuation)"},"note":"Emergent said in February 2026 that its annual run-rate revenue passed US$100M with about 150,000 paying customers (TechCrunch, T2); Startup Fortune (15 Jul 2026) reports 'now counts 200,000 paying customers and $120 million in annual run-rate revenue', and its body attributes the figure to the company ('Emergent says it has crossed 200,000 paying customers, and its annual run-rate revenue has grown 70% in four months to $120 million, according to TechCrunch's reporting'), so it is a company statement relayed, T2; its lead adds that 'questions persist about how it calculates that growth'. Central 0.12; low 0.06 allows for a stricter definition of run-rate. Share = US$0.12bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.06-0.15bn (central 0.12)."},"review-testing":{"participates":false,"evidence":{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app/","title":"Emergent hits $100M ARR eight months after launch, rolls out mobile app","publisher":"TechCrunch","publishedDate":"2026-02-17","accessedDate":"2026-10-22","tier":"T2","locator":"Article describes an app builder only"}}},"screening":{"app-builders":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"2eba2fdd2af1f3704a0d469dd891fcbc8f52c6f90a7d9e55eebd209fe0ea4436"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"2eba2fdd2af1f3704a0d469dd891fcbc8f52c6f90a7d9e55eebd209fe0ea4436"}},"priorShares":{"app-builders":{"low":2.408,"central":3.036,"high":3.956,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Emergent, September 2025 (company press release, ARR after 90 days)","periodEnd":"2025-09-24","source":{"url":"https://mystartupworld.com/emergent-raises-23-million-in-series-a-led-by-lightspeed/","title":"Emergent raises $23 million in Series A led by Lightspeed","publisher":"My Startup World","publishedDate":"2025-09-24","accessedDate":"2026-10-23","tier":"T5","locator":"\"Emergent has already reached $15 million in annual recurring revenue (ARR) within just 90 days of launch\"; page dated September 24, 2025; it names no source for the figure, which repeats the company's announcement of that day"},"note":"Emergent's announcement says it 'has already reached $15 million in annual recurring revenue (ARR) within just 90 days of launch' (company, T2; My Startup World, dated 24 Sep 2025, repeats the wording; Outlook Business of 25 Sep 2025, https://www.outlookbusiness.com/corporate/agentic-ai-start-up-emergent-raises-23-mn-in-series-a-from-lightspeed-other-investors, attributes it to the start-up: 'The start-up claims'; and Emergent's own Series C post of 16 Jul 2026, https://emergent.sh/news/emergent-now-a-unicorn-at-1-5-billion-valuation, lists '$15M ARR in 90 days' for its Series A). Earlier share = US$0.015bn / US$0.494bn. Method (5LayerCake derivation, T5): the function total a year earlier is taken as today's US$1.953bn divided by 3.95, the growth of the sellers with a sourced figure on both dates (Lovable US$0.20bn to 0.60bn, Replit US$0.10bn to 0.525bn and Emergent US$0.015bn to 0.12bn), which gives US$0.494bn; sellers without a sourced earlier figure are assumed to have grown at that rate. The dates differ between sellers by up to five months, and the range is widened 15% each side for the pool assumption."}},"activityGrowth":{"current":{"low":60000000,"central":120000000,"high":150000000,"unit":"USD","basis":"Emergent annual run-rate revenue in US dollars","period":"Annual run-rate, July 2026","periodEnd":"2026-07-15","source":{"url":"https://startupfortune.com/indian-coding-startup-emergent-becomes-a-unicorn-in-just-over-a-year/","title":"Indian coding startup Emergent becomes a unicorn in just over a year","publisher":"Startup Fortune","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T2","locator":"\"now counts 200,000 paying customers and $120 million in annual run-rate revenue\" ($130 million Series C at a $1.5 billion valuation)"},"note":"Company statement relayed by Startup Fortune (T2): 'Emergent says it has crossed 200,000 paying customers, and its annual run-rate revenue has grown 70% in four months to $120 million, according to TechCrunch's reporting'. The article's lead adds that 'questions persist about how it calculates that growth'."},"prior":{"low":14000000,"central":15000000,"high":17000000,"unit":"USD","basis":"Emergent annual run-rate revenue in US dollars","period":"ARR, September 2025 (company press release)","periodEnd":"2025-09-24","source":{"url":"https://mystartupworld.com/emergent-raises-23-million-in-series-a-led-by-lightspeed/","title":"Emergent raises $23 million in Series A led by Lightspeed","publisher":"My Startup World","publishedDate":"2025-09-24","accessedDate":"2026-10-23","tier":"T2","locator":"\"Emergent has already reached $15 million in annual recurring revenue (ARR) within just 90 days of launch\"; page dated September 24, 2025; it names no source for the figure, which repeats the company's announcement of that day"},"note":"Company announcement of 24 Sep 2025 (T2), as published by My Startup World that day; Outlook Business (25 Sep 2025, https://www.outlookbusiness.com/corporate/agentic-ai-start-up-emergent-raises-23-mn-in-series-a-from-lightspeed-other-investors) attributes the claim to the start-up, and Emergent's own Series C post (16 Jul 2026, https://emergent.sh/news/emergent-now-a-unicorn-at-1-5-billion-valuation) lists '$15M ARR in 90 days' for its Series A. 15M to 120M is 8x in 9.7 months."}},"baselineRevenueUsd":{"low":60000000,"central":120000000,"high":150000000,"unit":"USD","basis":"Emergent annual run-rate revenue in US dollars","period":"Annual run-rate, July 2026","periodEnd":"2026-07-15","source":{"url":"https://startupfortune.com/indian-coding-startup-emergent-becomes-a-unicorn-in-just-over-a-year/","title":"Indian coding startup Emergent becomes a unicorn in just over a year","publisher":"Startup Fortune","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T2","locator":"\"now counts 200,000 paying customers and $120 million in annual run-rate revenue\" ($130 million Series C at a $1.5 billion valuation)"},"note":"Company figure as relayed by Startup Fortune (T2); a run-rate, the nearest figure to annual revenue."}},"jetbrains":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"jetbrains","name":"JetBrains","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"low":0.2656,"central":0.6641,"high":1.66,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimated run-rate, Q4 2025 (AI paid users)","periodEnd":"2025-12-31","source":{"url":"https://www.jetbrains.com/lp/annualreport-2026/","title":"JetBrains Annual Highlights 2026","publisher":"JetBrains","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Our AI tools reached a six-figure active paid user count in Q4 2025\"; active paid user growth 240% (Q4 2024 to Q4 2025); quarterly index Q1 100, Q2 201, Q3 252, Q4 269 (Q1 2025 = 100); Junie 343K users; revenue growth 25.69% year on year; no revenue figure"},"note":"JetBrains says 'Our AI tools reached a six-figure active paid user count in Q4 2025', with active paid user growth of 240% from Q4 2024 to Q4 2025, a quarterly index of 100, 201, 252 and 269 through 2025, and 343K Junie users (annual highlights page, T2); it gives no AI revenue. Judgement (T5, assumed inputs): 100k to 999k paid users x an assumed US$100-300 a year = US$0.01-0.3bn; central 400k users x US$250 = US$0.10bn. Share = US$0.1bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.04-0.25bn (central 0.1)."},"app-builders":{"low":0,"central":0.1536,"high":1.024,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.jetbrains.com/lp/annualreport-2026/","title":"JetBrains Annual Highlights 2026","publisher":"JetBrains","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Our AI tools reached a six-figure active paid user count in Q4 2025\"; active paid user growth 240% (Q4 2024 to Q4 2025); quarterly index Q1 100, Q2 201, Q3 252, Q4 269 (Q1 2025 = 100); Junie 343K users; revenue growth 25.69% year on year; no revenue figure"},"note":"No source opened in this pass shows an app builder sold by JetBrains (its AI pricing pages are script-rendered and returned no text). Judgement (T5): a nominal allowance is kept because the Junie agent writes and tests code inside tasks ('1M+ AI-assisted actions completed', annual highlights page, T2); US$0.003bn, range 0 to 0.02. Share = US$0.003bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.0-0.02bn (central 0.003)."},"review-testing":{"low":0,"central":0.625,"high":4.688,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.jetbrains.com/lp/annualreport-2026/","title":"JetBrains Annual Highlights 2026","publisher":"JetBrains","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Our AI tools reached a six-figure active paid user count in Q4 2025\"; active paid user growth 240% (Q4 2024 to Q4 2025); quarterly index Q1 100, Q2 201, Q3 252, Q4 269 (Q1 2025 = 100); Junie 343K users; revenue growth 25.69% year on year; no revenue figure"},"note":"No source opened in this pass shows a code review product sold by JetBrains (its AI pricing pages are script-rendered and returned no text). Judgement (T5): a nominal allowance is kept because the Junie agent writes and tests code inside tasks ('1M+ AI-assisted actions completed', annual highlights page, T2); US$0.002bn, range 0 to 0.015. Share = US$0.002bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.0-0.015bn (central 0.002)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2},"app-builders":{"levelLow":1,"levelHigh":2},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"05fe46c45629765db7fab3a3678a3b488c05b1a6f1b2c8307e6a25d22e9b7e1c"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"05fe46c45629765db7fab3a3678a3b488c05b1a6f1b2c8307e6a25d22e9b7e1c"}},"activityGrowth":{"current":{"low":340,"central":340,"high":340,"unit":"index","basis":"Active paid JetBrains AI users, index (Q4 2024 = 100); a proxy for AI-related revenue, not revenue","offBasis":true,"period":"Q4 2025","periodEnd":"2025-12-31","source":{"url":"https://www.jetbrains.com/lp/annualreport-2026/","title":"JetBrains Annual Highlights 2026","publisher":"JetBrains","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"\"Our AI tools reached a six-figure active paid user count in Q4 2025\"; active paid user growth 240% (Q4 2024 to Q4 2025); quarterly index Q1 100, Q2 201, Q3 252, Q4 269 (Q1 2025 = 100); Junie 343K users; revenue growth 25.69% year on year; no revenue figure"},"note":"'Active paid user growth' of 240% from Q4 2024 to Q4 2025 gives 100 x (1 + 2.40) = 340."},"prior":{"low":100,"central":100,"high":100,"unit":"index","basis":"Active paid JetBrains AI users, index (Q4 2024 = 100); a proxy for AI-related revenue, not revenue","offBasis":true,"period":"Q4 2024","periodEnd":"2024-12-31","source":{"url":"https://www.jetbrains.com/lp/annualreport-2026/","title":"JetBrains Annual Highlights 2026","publisher":"JetBrains","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"\"Our AI tools reached a six-figure active paid user count in Q4 2025\"; active paid user growth 240% (Q4 2024 to Q4 2025); quarterly index Q1 100, Q2 201, Q3 252, Q4 269 (Q1 2025 = 100); Junie 343K users; revenue growth 25.69% year on year; no revenue figure"},"note":"Base of the 240% growth the company states."}}},"stackblitz":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"stackblitz","name":"StackBlitz (Bolt)","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://bolt.new","title":"Bolt","publisher":"StackBlitz","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Bolt presents itself as an AI builder for apps and websites; its revenue counts in app-builders"}},"app-builders":{"low":1.536,"central":5.12,"high":10.241,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Sacra estimate for Feb 2025, extrapolated to 22 Oct 2026","periodEnd":"2025-02-28","source":{"url":"https://sacra.com/research/bolt-new-at-40m-arr/","title":"Bolt.new at $40M ARR","publisher":"Sacra","publishedDate":"2025-03-31","accessedDate":"2026-10-22","tier":"T5","locator":"Sacra estimates Bolt.new hit \"$40M ARR in February 2025, doubling in just three months since November 2024\"; \"average customer spend of approximately $20/month\""},"note":"Sacra (31 Mar 2025, T4) estimated Bolt.new at US$40M ARR in February 2025 (doubling in three months) with an average customer spend of about US$20 a month. No later figure was found, and the Bolt site gives no revenue. Judgement (T5): 2.5x in the 20 months since (slower than Lovable's 3x in 10 months or Replit's 5x) = US$0.10bn; range 0.03 (a fall) to 0.20 (5x). The anchor (February 2025) is older than 12 months, so the period end is the anchor month and the engine widens the range. Share = US$0.1bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.03-0.2bn (central 0.1)."},"review-testing":{"participates":false,"evidence":{"url":"https://bolt.new","title":"Bolt","publisher":"StackBlitz","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No review or testing product on the page"}}},"screening":{"app-builders":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a515982cfb1b256cfa7fd092b391c50a43802682757197c5232830e7aeb6c03f"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a515982cfb1b256cfa7fd092b391c50a43802682757197c5232830e7aeb6c03f"}}},"minimax":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"minimax","name":"MiniMax (coding plan)","kind":"public","commercialActivityVerified":true,"shares":{"coding-agents":{"low":0.1328,"central":0.5312,"high":1.66,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate, H1 2026 run-rate (Token Plan)","periodEnd":"2026-06-30","source":{"url":"https://www.minimax.io/news/minimax-announces-first-half-2026-financial-results-1787744160","title":"MiniMax Announces First Half 2026 Financial Results","publisher":"MiniMax","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T5","locator":"Hong Kong, 26 Aug 2026 (PRNewswire): total revenue up 283.1% to US$116.6 million; Open Platform and other AI-based enterprise services up 703.1%; \"the rapid adoption of our Token Plan\"; AI-native products US$21.2 million to US$42.6 million; no Token Plan revenue split"},"note":"MiniMax's H1 2026 results (26 Aug 2026, T2): total revenue US$116.6 million (up 283.1%), AI-native products US$42.6 million, so Open Platform and other enterprise AI services were US$73.9 million, up 703.1% from US$9.2 million (the release's own figures), with 'the rapid adoption of our Token Plan'; no Token Plan revenue is given. H2-weighted run-rate of the segment about US$0.25bn; assume 8-100% is Token Plan subscriptions, central one third = US$0.08bn (T5). Per-token API use counts in Models. Share = US$0.08bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.02-0.25bn (central 0.08)."},"app-builders":{"participates":false,"evidence":{"url":"https://www.minimax.io/news/minimax-announces-first-half-2026-financial-results-1787744160","title":"MiniMax Announces First Half 2026 Financial Results","publisher":"MiniMax","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T2","locator":"Release segments are Open Platform and AI-native products (Hailuo and others); no app builder named (release dateline Hong Kong, 26 Aug 2026)"}},"review-testing":{"participates":false,"evidence":{"url":"https://www.minimax.io/news/minimax-announces-first-half-2026-financial-results-1787744160","title":"MiniMax Announces First Half 2026 Financial Results","publisher":"MiniMax","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T2","locator":"Release names no review or testing product (release dateline Hong Kong, 26 Aug 2026)"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"abebdd87bcf4e478437d35cbebd412cc89348bfb564b28dbf3151345d8082f89"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"abebdd87bcf4e478437d35cbebd412cc89348bfb564b28dbf3151345d8082f89"}},"activityGrowth":{"current":{"low":73900000,"central":73900000,"high":73900000,"unit":"USD","basis":"MiniMax Open Platform and other enterprise AI services revenue for the half year, in US dollars (includes per-token API revenue; a proxy, not Token Plan revenue)","offBasis":true,"period":"H1 2026","periodEnd":"2026-06-30","source":{"url":"https://www.minimax.io/news/minimax-announces-first-half-2026-financial-results-1787744160","title":"MiniMax Announces First Half 2026 Financial Results","publisher":"MiniMax","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T2","locator":"Hong Kong, 26 Aug 2026 (PRNewswire): total revenue up 283.1% to US$116.6 million; Open Platform and other AI-based enterprise services up 703.1%; \"the rapid adoption of our Token Plan\"; AI-native products US$21.2 million to US$42.6 million; no Token Plan revenue split"},"note":"The release states US$73.9 million for Open Platform and other AI-based enterprise services (total US$116.6M less AI-native products US$42.6M gives 74.0 only through rounding). The segment includes per-token API revenue, which counts in Models, so it overstates the Token Plan and is flagged off-basis."},"prior":{"low":9200000,"central":9200000,"high":9200000,"unit":"USD","basis":"MiniMax Open Platform and other enterprise AI services revenue for the half year, in US dollars (includes per-token API revenue; a proxy, not Token Plan revenue)","offBasis":true,"period":"H1 2025","periodEnd":"2025-06-30","source":{"url":"https://www.minimax.io/news/minimax-announces-first-half-2026-financial-results-1787744160","title":"MiniMax Announces First Half 2026 Financial Results","publisher":"MiniMax","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T2","locator":"Hong Kong, 26 Aug 2026 (PRNewswire): total revenue up 283.1% to US$116.6 million; Open Platform and other AI-based enterprise services up 703.1%; \"the rapid adoption of our Token Plan\"; AI-native products US$21.2 million to US$42.6 million; no Token Plan revenue split"},"note":"The release states US$9.2 million for H1 2025 ('increased by 703.1% year over year from US$9.2 million to US$73.9 million'); 73.9 / (1 + 7.031) = 9.20 agrees."}}},"alibaba":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"alibaba","name":"Alibaba (Qoder, Lingma)","kind":"public","commercialActivityVerified":true,"shares":{"coding-agents":{"low":0.1992,"central":0.4648,"high":0.996,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","offBasis":true,"period":"CY2025 market share applied to the CY2026 forecast","periodEnd":"2025-12-31","source":{"url":"https://cn.aliyun.com/analyst-reports/idc-aicoding-2025","title":"IDC发布《2025年中国AI编程市场份额报告》，阿里云份额第一 (IDC 'China AI Coding Market Share, 2025', analyst-report page)","publisher":"Alibaba Cloud, reporting IDC","publishedDate":"2026-07","accessedDate":"2026-10-23","tier":"T5","locator":"Page shows only the month, 2026年07月. \"2025年中国AI编程市场规模为3.99亿元\"; \"预计2026年底增长至11.73亿元\"; \"阿里以47.6%的市场份额位列第一\""},"note":"IDC's 'China AI Coding Market Share, 2025' (released July 2026; T4, an IDC estimate that Alibaba Cloud itself publishes): per Alibaba Cloud's analyst-report page, China's AI coding market was RMB 399 million in 2025 and is expected to reach RMB 1.173 billion by the end of 2026, and Alibaba ranks first with a 47.6% share. The page shows only the month (July 2026); iFeng Tech (https://tech.ifeng.com/c/8unw6GJvBVD, dated 16 Jul 2026, opened) reports the same 47.6% as a revenue market share. Neither page gives the other vendors' shares or Lingma separately; Alibaba says Qoder has over 5 million global users (company claim, not used in the arithmetic). 1,173 x 47.6% = RMB 558M = US$83M at RMB 6.75 per US$ (the rate implied by 36Kr's RMB 957M = US$142M for Zhipu, 2 Sep 2026); the 2025 level (399 x 47.6% = RMB 190M = US$28M) is the low end. Central US$0.07bn allows for a lower 2026 share. China only, and calendar-year revenue rather than a run-rate, so flagged off-basis. Share = US$0.07bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.03-0.15bn (central 0.07)."},"app-builders":{"participates":false,"evidence":{"url":"https://qoder.com/pricing","title":"Qoder - The Agentic Coding Platform","publisher":"Qoder","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Qoder page reads 'The Agentic Coding Platform'; no app builder visible"}},"review-testing":{"participates":false,"evidence":{"url":"https://qoder.com/pricing","title":"Qoder - The Agentic Coding Platform","publisher":"Qoder","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No review or testing product visible"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1398ac4eb22c86ef4dd415aef6e0e4d214613a28c8bbdd4d02254906a1b6f874"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1398ac4eb22c86ef4dd415aef6e0e4d214613a28c8bbdd4d02254906a1b6f874"}}},"warp":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"warp","name":"Warp","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"low":0.166,"central":0.4316,"high":0.996,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Interview of 8 Oct 2025, extrapolated to Q3 2026","periodEnd":"2025-10-08","source":{"url":"https://sacra.com/research/zach-lloyd-warp-3-phases-to-ai-coding/","title":"Zach Lloyd, CEO of Warp, on the 3 phases of AI coding","publisher":"Sacra","publishedDate":"2025-10-08","accessedDate":"2026-10-22","tier":"T5","locator":"Zach Lloyd: \"We are adding about a million in net new revenue every week.\"; \"We are growing very fast.\"; about 20 percent of paying customers are non-technical. No ARR figure"},"note":"Zach Lloyd (CEO) said in a Sacra interview of 8 Oct 2025 'We are adding about a million in net new revenue every week' (T2), after telling TechCrunch (3 Sep 2025) that Warp added US$1M of ARR every 10 days; Warp had 600,000 active users then. No ARR has been published. Judgement (T5, assumed inputs): a base of about US$15M in October 2025 plus 51 weeks x US$1M = US$0.066bn; central 0.065, low 0.025 (pace halves), high 0.15 (pace doubles). The anchor is older than 12 months, so the engine widens it. Share = US$0.065bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.025-0.15bn (central 0.065)."},"app-builders":{"participates":false,"evidence":{"url":"https://www.warp.dev/pricing","title":"Warp pricing","publisher":"Warp","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Products are Warp Terminal, Agent CLI and Factories; no app builder"}},"review-testing":{"participates":false,"evidence":{"url":"https://www.warp.dev/pricing","title":"Warp pricing","publisher":"Warp","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Code review appears as a use case of the agents, not a standalone product"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ba8dd4c03d5945d422b4f0057e3873dbd08eee2379eb41ba5e6b79e405f1ed96"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ba8dd4c03d5945d422b4f0057e3873dbd08eee2379eb41ba5e6b79e405f1ed96"}}},"tricentis":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"tricentis","name":"Tricentis","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"low":0.0332,"central":0.1328,"high":0.3984,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://pulse2.com/tricentis-acquires-tabnine-to-expand-agentic-quality-engineering-platform/","title":"Tricentis acquires Tabnine to expand agentic quality engineering platform","publisher":"Pulse 2","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Tricentis \"serves more than 3,000 customers\"; \"Financial terms of the transaction were not disclosed\"; no Tabnine ARR, user or customer figure"},"note":"Tricentis announced on 30 Jul 2026 that it is buying Tabnine, 'an enterprise AI coding platform' (Pulse 2, 4 Aug 2026, T3); 'Financial terms of the transaction were not disclosed' and no Tabnine ARR, user or customer figure was published. Judgement (T5, assumed inputs): 40,000 paid seats x $39 a month x 12 = US$0.019bn (about 0.02); low 10,000 seats = 0.005; high 120,000 seats = 0.056 (0.06). Share = US$0.02bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.005-0.06bn (central 0.02)."},"app-builders":{"participates":false,"evidence":{"url":"https://pulse2.com/tricentis-acquires-tabnine-to-expand-agentic-quality-engineering-platform/","title":"Tricentis acquires Tabnine to expand agentic quality engineering platform","publisher":"Pulse 2","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T3","locator":"Article describes quality-engineering and coding-context products; no app builder"}},"review-testing":{"low":2.5,"central":9.375,"high":25,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://pulse2.com/tricentis-acquires-tabnine-to-expand-agentic-quality-engineering-platform/","title":"Tricentis acquires Tabnine to expand agentic quality engineering platform","publisher":"Pulse 2","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Tricentis \"serves more than 3,000 customers\"; \"Financial terms of the transaction were not disclosed\"; no Tabnine ARR, user or customer figure"},"note":"Tricentis 'serves more than 3,000 customers' and has an Agentic Quality Engineering Platform (Pulse 2, T3); AI testing revenue is not disclosed. Judgement (T5, assumed inputs): 3,000 customers x 25% buying an AI testing add-on x $40,000 a year = US$0.03bn; low 3,000 x 7% x $38,000 = US$0.008bn; high 3,000 x 50% x $53,000 = US$0.08bn. Share = US$0.03bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.008-0.08bn (central 0.03)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8e80bb961d33f7e17a702a4bc37a7c99e2afc7de3cb8e166d35038867901f926"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8e80bb961d33f7e17a702a4bc37a7c99e2afc7de3cb8e166d35038867901f926"}}},"moonshot":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"moonshot","name":"Moonshot AI (Kimi Code)","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"low":0.0664,"central":0.3984,"high":1.992,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no Kimi Code revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.kimi.com/code","title":"Kimi Code - AI programming agent and CLI tool powered by Kimi K3 (Chinese page)","publisher":"Moonshot AI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Kimi Code is offered through a \"Kimi Code Plan\"; the K3 model is available on higher-tier plans; one subscription covers desktop app, CLI and IDE plugins; no prices, subscriber counts or revenue"},"note":"Moonshot sells a 'Kimi Code Plan' with higher tiers that use the K3 model but publishes no subscriber or revenue figure (kimi.com/code, T2). 36Kr (11 Sep 2026, T3) reports that it told investors company-wide ARR 'surpassed $1 billion in August, up from just $300 million in June', without mentioning Kimi Code. Judgement (T5): Kimi Code Plan is 6% of US$1bn = US$0.06bn (range 1% to 30%). Share = US$0.06bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.01-0.3bn (central 0.06)."},"app-builders":{"participates":false,"evidence":{"url":"https://www.kimi.com/code","title":"Kimi Code","publisher":"Moonshot AI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page presents a coding plan only; no app builder"}},"review-testing":{"participates":false,"evidence":{"url":"https://www.kimi.com/code","title":"Kimi Code","publisher":"Moonshot AI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No review or testing product on the page"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"907e5e259c220cb8b62eea1c6c37b4d10f70f3d6d6bf8b364f63bec752e1507a"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"907e5e259c220cb8b62eea1c6c37b4d10f70f3d6d6bf8b364f63bec752e1507a"}}},"coderabbit":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"coderabbit","name":"CodeRabbit","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"low":0,"central":0.0133,"high":0.1328,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.coderabbit.ai","title":"CodeRabbit","publisher":"CodeRabbit","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"AI code review (Review, Triage, Change Stack, Security, 'CodeRabbit Engineer' agent); 'Trusted by 17K customers, 6M repositories'; no ARR"},"note":"The CodeRabbit product menu lists 'CodeRabbit Engineer', an agent (coderabbit.ai, T2); no price or figure. Judgement (T5): nominal allowance of US$0.002bn, range 0 to 0.02. Share = US$0.002bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.0-0.02bn (central 0.002)."},"app-builders":{"participates":false,"evidence":{"url":"https://www.coderabbit.ai","title":"CodeRabbit","publisher":"CodeRabbit","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Product list: Review, Triage, Change Stack, Security, Agent; no app builder"}},"review-testing":{"low":7.812,"central":15.625,"high":31.25,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimated run-rate, July 2026 (Sacra)","periodEnd":"2026-07-31","source":{"url":"https://sacra.com/c/coderabbit/","title":"CodeRabbit","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Sacra estimates that CodeRabbit hit $50M in annual recurring revenue in July 2026, up from $25M at the end of 2025\". Page shows no date line"},"note":"Sacra estimates US$50M annualised in July 2026, up from US$25M at end-2025 (T4). CodeRabbit's CEO said in September 2025 it made 'more than $15 million in annual recurring revenue' (TechCrunch, T2); its site now says 'Trusted by 17K customers', and its newsroom post of 12 Aug 2026 announces a US$143M raise without an ARR figure. Range 0.025 to 0.10. Share = US$0.05bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.025-0.1bn (central 0.05)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a8924d75a28881374c4be2a4c58ecf717322f4bdd7a199f5c12519a9f6fad35e"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a8924d75a28881374c4be2a4c58ecf717322f4bdd7a199f5c12519a9f6fad35e"}},"activityGrowth":{"current":{"low":25000000,"central":50000000,"high":100000000,"unit":"USD","basis":"CodeRabbit annual recurring revenue in US dollars","period":"Estimated ARR, July 2026 (Sacra)","periodEnd":"2026-07-31","source":{"url":"https://sacra.com/c/coderabbit/","title":"CodeRabbit","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"\"Sacra estimates that CodeRabbit hit $50M in annual recurring revenue in July 2026, up from $25M at the end of 2025\". Page shows no date line"},"note":"Sacra estimate, not a company statement."},"prior":{"low":15000000,"central":15000000,"high":17000000,"unit":"USD","basis":"CodeRabbit annual recurring revenue in US dollars","period":"ARR, September 2025 (company statement)","periodEnd":"2025-09-16","source":{"url":"https://techcrunch.com/2025/09/16/coderabbit-raises-60m-valuing-the-2-year-old-ai-code-review-startup-at-550m/","title":"CodeRabbit raises $60M, valuing the 2-year-old AI code review startup at $550M","publisher":"TechCrunch (Marina Temkin)","publishedDate":"2025-09-16","accessedDate":"2026-10-22","tier":"T2","locator":"CodeRabbit \"is now making more than $15 million in annual recurring revenue (ARR), according to Gill\" (CEO), growing 20% a month; \"over 8,000 other businesses\""},"note":"CEO Harjot Gill: 'more than $15 million' (TechCrunch, 16 Sep 2025). 'More than' makes 0.015 a floor."}},"baselineRevenueUsd":{"low":25000000,"central":50000000,"high":100000000,"unit":"USD","basis":"CodeRabbit annual recurring revenue in US dollars","period":"Estimated ARR, July 2026 (Sacra)","periodEnd":"2026-07-31","source":{"url":"https://sacra.com/c/coderabbit/","title":"CodeRabbit","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"\"Sacra estimates that CodeRabbit hit $50M in annual recurring revenue in July 2026, up from $25M at the end of 2025\". Page shows no date line"},"note":"Sacra estimate; CodeRabbit has published no current figure."}},"gitlab":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"gitlab","name":"GitLab","kind":"public","commercialActivityVerified":true,"shares":{"coding-agents":{"low":0.0664,"central":0.332,"high":1.328,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimated run-rate, quarter ended 31 Jul 2026","periodEnd":"2026-07-31","source":{"url":"https://s204.q4cdn.com/984476563/files/doc_financials/2027/q2/Gitlab-Exhibit-99-1-2026-09-1-FY27.pdf","title":"GitLab Reports Second Quarter Fiscal Year 2027 Financial Results (Exhibit 99.1)","publisher":"GitLab","publishedDate":"2026-09-01","accessedDate":"2026-10-22","tier":"T5","locator":"Quarter ended 31 July 2026: total revenue $286.3 million, up 21%; \"record gross bookings and net ARR growth exceeding 40% year over year\" (CEO); Forrester study on GitLab Duo Agent Platform; GitLab Flex and GitLab Credits; no AI revenue figure"},"note":"GitLab reports no AI revenue. Its release of 1 Sep 2026 (quarter ended 31 Jul 2026, T2) shows total revenue of $286.3 million (up 21%, US$1.145bn annualised), 'record gross bookings and net ARR growth exceeding 40% year over year', a Forrester study on GitLab Duo Agent Platform, and a Flex commercial model with GitLab Credits. Judgement (T5, assumed): AI credits and Duo seats are 4% of annualised revenue = US$0.046bn (about 0.05); range 1% (US$0.011bn) to 17% (US$0.195bn). Share = US$0.05bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.01-0.2bn (central 0.05)."},"app-builders":{"participates":false,"evidence":{"url":"https://s204.q4cdn.com/984476563/files/doc_financials/2027/q2/Gitlab-Exhibit-99-1-2026-09-1-FY27.pdf","title":"GitLab Reports Second Quarter Fiscal Year 2027 Financial Results (Exhibit 99.1)","publisher":"GitLab","publishedDate":"2026-09-01","accessedDate":"2026-10-22","tier":"T2","locator":"Release describes a DevSecOps platform; no app builder"}},"review-testing":{"participates":false,"evidence":{"url":"https://s204.q4cdn.com/984476563/files/doc_financials/2027/q2/Gitlab-Exhibit-99-1-2026-09-1-FY27.pdf","title":"GitLab Reports Second Quarter Fiscal Year 2027 Financial Results (Exhibit 99.1)","publisher":"GitLab","publishedDate":"2026-09-01","accessedDate":"2026-10-22","tier":"T2","locator":"Release names no separate review or testing product"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6d50edc4fa42cc083fc5dd483fb490158651a75216ec2718d1d64840bbf98e2b"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6d50edc4fa42cc083fc5dd483fb490158651a75216ec2718d1d64840bbf98e2b"}}},"retool":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"retool","name":"Retool","kind":"private","commercialActivityVerified":true,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://retool.com","title":"Retool","publisher":"Retool","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page presents an internal-tool and app builder; counted in app-builders"}},"app-builders":{"low":0.512,"central":1.792,"high":5.12,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate, Oct 2025 ARR with AI share","periodEnd":"2025-10-31","source":{"url":"https://sacra.com/research/retool","title":"Retool","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Sacra estimates that Retool hit $120M in annual recurring revenue (ARR) in October 2025, up from $90M at the end of 2024\"; AppGen launched April 2025 and Agents May 2025; no AI revenue share. Page shows no date line"},"note":"Sacra estimates US$120M ARR in October 2025, up from US$90M at end-2024 (T4), and notes that AppGen (April 2025) and Agents (May 2025) added AI credit revenue, without a share. Retool says it is 'Trusted by 10,000+ teams to generate production-ready AI applications' (retool.com, T2). Judgement (T5): the US$30M added in 2025 is mostly AI app generation, so 30% of US$120M = US$0.035bn is counted; range 8% to 83%. The anchor is within 12 months. Share = US$0.035bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.01-0.1bn (central 0.035)."},"review-testing":{"participates":false,"evidence":{"url":"https://retool.com","title":"Retool","publisher":"Retool","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No review or testing product on the page"}}},"screening":{"app-builders":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"14af1c36314253da7ea59941c900f0c92fce3da2cee35cfc17841c23d8afcc85"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"14af1c36314253da7ea59941c900f0c92fce3da2cee35cfc17841c23d8afcc85"}}},"atlassian":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"atlassian","name":"Atlassian (Rovo Dev)","kind":"public","commercialActivityVerified":false,"shares":{"coding-agents":{"low":0.0332,"central":0.2656,"high":1.328,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.atlassian.com/software/rovo-dev","title":"Rovo Dev","publisher":"Atlassian","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Rovo Dev is reaching end of life as a standalone product\"; \"Rovo Dev capabilities are moving directly into eligible Jira and Teamwork Collection (TWC) subscriptions\"; no usage or revenue figure"},"note":"Atlassian discloses no Rovo Dev revenue. The product page says 'Rovo Dev is reaching end of life as a standalone product' and that its capabilities are 'moving directly into eligible Jira and Teamwork Collection (TWC) subscriptions' (T2), so revenue is no longer separable. Judgement (T5, assumed inputs): 160,000 paying Rovo Dev seats x $20 a month x 12 = US$0.038bn (about 0.04); low 20,000 seats = 0.005; high 800,000 seats = 0.19 (0.2). Share = US$0.04bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.005-0.2bn (central 0.04)."},"app-builders":{"participates":false,"evidence":{"url":"https://www.atlassian.com/software/rovo-dev","title":"Rovo Dev","publisher":"Atlassian","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Product page describes a coding agent; no app builder"}},"review-testing":{"low":0,"central":0.625,"high":4.688,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.atlassian.com/software/rovo-dev","title":"Rovo Dev","publisher":"Atlassian","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Rovo Dev is reaching end of life as a standalone product\"; \"Rovo Dev capabilities are moving directly into eligible Jira and Teamwork Collection (TWC) subscriptions\"; no usage or revenue figure"},"note":"Rovo Dev includes code review (rovo-dev product page, T2); no separate price or figure. Judgement (T5): nominal allowance of US$0.002bn, range 0 to 0.015. Share = US$0.002bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.0-0.015bn (central 0.002)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b8bc36c1b4f82108cb116458ed2fd2f7f09f4964aa7e49523fb55cc345eb8888"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b8bc36c1b4f82108cb116458ed2fd2f7f09f4964aa7e49523fb55cc345eb8888"}}},"figma":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"figma","name":"Figma (Make)","kind":"public","commercialActivityVerified":false,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://www.figma.com/make/","title":"Figma Make","publisher":"Figma","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page presents Figma Make as prompt-to-code for prototypes and apps; counted in app-builders"}},"app-builders":{"low":0.256,"central":2.048,"high":7.68,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.figma.com/make/","title":"Figma Make","publisher":"Figma","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Customers quoted: Ticketmaster, Affirm; \"Generate and design your frontend in Figma Make, then create a backend\"; no plan, price or usage figure on the page"},"note":"Figma Make is sold inside Figma plans and AI credits; its page quotes Ticketmaster and Affirm but shows no usage or price (figma.com/make, T2), and Figma's results release could not be opened in this pass. Judgement (T5, assumed inputs): 20,000 paying Make users x $2,000 a year = US$0.04bn; low 2,500 x $2,000 = US$0.005bn; high 50,000 x $3,000 = US$0.15bn. Share = US$0.04bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.005-0.15bn (central 0.04)."},"review-testing":{"participates":false,"evidence":{"url":"https://www.figma.com/make/","title":"Figma Make","publisher":"Figma","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No review or testing product on the page"}}},"screening":{"app-builders":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"5adacdf399f719abb90b52003b9850afbb4fc72f6d0e4b03aadd119d3b772ba4"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"5adacdf399f719abb90b52003b9850afbb4fc72f6d0e4b03aadd119d3b772ba4"}}},"amp":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"amp","name":"Amp","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"low":0.0332,"central":0.1992,"high":0.6641,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://ampcode.com","title":"Amp","publisher":"Amp","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Credit-based tiers (\"Ultra continues to use Amp credits\"); agent usage and orb time; testimonials only; no revenue, user count or customer list"},"note":"Amp's page shows credit-based paid tiers (including Ultra) but no user count or revenue (ampcode.com, T2). Judgement (T5, assumed inputs): central 100,000 paying users x about $25 a month x 12 = US$0.03bn; low 20,000 x $20 x 12 = US$0.005bn; high 300,000 x $28 x 12 = US$0.10bn. Share = US$0.03bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.005-0.1bn (central 0.03)."},"app-builders":{"participates":false,"evidence":{"url":"https://ampcode.com","title":"Amp","publisher":"Amp","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Product page shows a coding agent and Orbs; no app builder"}},"review-testing":{"participates":false,"evidence":{"url":"https://ampcode.com","title":"Amp","publisher":"Amp","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Review and testing appear only as features of Orbs; no standalone product"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"26c4d6917ebc085df7a9058d4a81edcbefce46b214d07b42ffbc886bd5b162bf"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"26c4d6917ebc085df7a9058d4a81edcbefce46b214d07b42ffbc886bd5b162bf"}}},"bytedance":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"bytedance","name":"ByteDance (Trae)","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"low":0.0332,"central":0.1992,"high":0.7969,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Report of Jun 2025, extrapolated to Q3 2026","periodEnd":"2025-06-13","source":{"url":"https://kr-asia.com/pulses/154582","title":"ByteDance's Trae reaches usage milestone","publisher":"KrASIA","publishedDate":"2025-06-13","accessedDate":"2026-10-22","tier":"T5","locator":"Trae \"surpassed one million monthly users as of May\" 2025; \"A global subscription plan now offers premium access and supports Alipay payments\"; no price or paid-user count"},"note":"KrASIA (13 Jun 2025, T3): Trae 'surpassed one million monthly users as of May' 2025 and has a global subscription plan; no price or paid-user count. Judgement (T5, assumed inputs): 3.5M monthly users by Q3 2026 x 7% paying x $10 a month x 12 = US$0.03bn; low 1M x 4% x $10 x 12 = US$0.005bn; high 10M x 10% x $10 x 12 = US$0.12bn. The anchor is older than 12 months, so the engine widens it. Share = US$0.03bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.005-0.12bn (central 0.03)."},"app-builders":{"participates":false,"evidence":{"url":"https://kr-asia.com/pulses/154582","title":"ByteDance's Trae reaches usage milestone","publisher":"KrASIA","publishedDate":"2025-06-13","accessedDate":"2026-10-22","tier":"T3","locator":"Article describes Trae as an AI IDE; no app builder named"}},"review-testing":{"participates":false,"evidence":{"url":"https://kr-asia.com/pulses/154582","title":"ByteDance's Trae reaches usage milestone","publisher":"KrASIA","publishedDate":"2025-06-13","accessedDate":"2026-10-22","tier":"T3","locator":"Article names no review or testing product"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8868be79984362bce86a5cebdfca64f46bbc4010ca820a12bd80c7b73bda2371"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8868be79984362bce86a5cebdfca64f46bbc4010ca820a12bd80c7b73bda2371"}}},"mistral":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"mistral","name":"Mistral AI","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"low":0.0332,"central":0.1992,"high":0.7969,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://sacra.com/research/mistral","title":"Mistral AI","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Sacra estimates that Mistral hit $400M in annual recurring revenue (ARR) in January 2026\"; no coding-product revenue (Devstral, Mistral Code, Vibe are not mentioned). Page shows no date line"},"note":"Sacra estimates Mistral's company-wide ARR at US$400M in January 2026 (T4) and mentions no coding product revenue; Mistral's product page lists Vibe and a 'Coding' link without figures (mistral.ai/products, T2). Judgement (T5): coding products are 7.5% of that ARR = US$0.03bn (low 1.25% = US$0.005bn; high 30% = US$0.12bn); the January anchor understates growth since, which the high end allows for. Share = US$0.03bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.005-0.12bn (central 0.03)."},"app-builders":{"participates":false,"evidence":{"url":"https://mistral.ai/products/","title":"Mistral products","publisher":"Mistral AI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Studio builds and governs agents and applications for enterprises; no prompt-to-app builder is listed"}},"review-testing":{"participates":false,"evidence":{"url":"https://mistral.ai/products/","title":"Mistral products","publisher":"Mistral AI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No review or testing product listed"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"74d7ed0fec4bad3a1a97ae340399332e6c6659e83badb6af963ac388ac25ea4d"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"74d7ed0fec4bad3a1a97ae340399332e6c6659e83badb6af963ac388ac25ea4d"}}},"sonarsource":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"sonarsource","name":"Sonar (SonarSource)","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"low":0,"central":0.0133,"high":0.1328,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.sonarsource.com","title":"Sonar","publisher":"Sonar (SonarSource)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Trusted by over 7M developers and 75% of the Fortune 100\"; SonarQube Remediation Agent and Gitar (reviews PRs and applies fixes); no pricing or ARR"},"note":"The Remediation Agent opens pull requests that fix code (T2); its revenue is inside the review figure. Judgement (T5): nominal allowance of US$0.002bn, range 0 to 0.02. Share = US$0.002bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.0-0.02bn (central 0.002)."},"app-builders":{"participates":false,"evidence":{"url":"https://www.sonarsource.com","title":"Sonar","publisher":"Sonar (SonarSource)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Product list shows code verification and agents; no app builder"}},"review-testing":{"low":1.25,"central":6.25,"high":18.75,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.sonarsource.com","title":"Sonar","publisher":"Sonar (SonarSource)","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Trusted by over 7M developers and 75% of the Fortune 100\"; SonarQube Remediation Agent and Gitar (reviews PRs and applies fixes); no pricing or ARR"},"note":"Sonar says 'Trusted by over 7M developers' and lists the Remediation Agent and Gitar (reviews pull requests and applies fixes); no pricing or ARR (sonarsource.com, T2). Judgement (T5, assumed inputs): 1 developer in 350 (20,000) buys an AI-review seat at about $1,000 a year = US$0.02bn; low 4,000 seats = US$0.004bn; high 60,000 seats = US$0.06bn. Share = US$0.02bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.004-0.06bn (central 0.02)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0f118fd7a92edde4d4b361dc60d87f2f63bc32261ed1484a3715a3b554dfe33c"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0f118fd7a92edde4d4b361dc60d87f2f63bc32261ed1484a3715a3b554dfe33c"}}},"harness":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"harness","name":"Harness","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"low":0.0199,"central":0.1328,"high":0.5312,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.harness.io","title":"Harness","publisher":"Harness","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for delivery pipelines; customers named: Morningstar, United Airlines, Citi (\"20,000 engineers\"); no AI revenue, ARR or Augment Code statement"},"note":"Harness's page shows AI agents for delivery pipelines and named customers (Morningstar, United Airlines, Citi) but no AI revenue (harness.io, T2). Judgement (T5, assumed inputs): 40 enterprise customers paying for agents x $0.5M a year = US$0.02bn; low 6 x $0.5M = US$0.003bn; high 100 x $0.8M = US$0.08bn. Share = US$0.02bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.003-0.08bn (central 0.02)."},"app-builders":{"participates":false,"evidence":{"url":"https://www.harness.io","title":"Harness","publisher":"Harness","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Site lists delivery, security and cost agents; no app builder"}},"review-testing":{"low":0,"central":1.562,"high":9.375,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.harness.io","title":"Harness","publisher":"Harness","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for delivery pipelines; customers named: Morningstar, United Airlines, Citi (\"20,000 engineers\"); no AI revenue, ARR or Augment Code statement"},"note":"Test and review agents appear on the same page without a price (T2). Judgement (T5, assumed inputs): 10 customers x $0.5M a year = US$0.005bn; high 30 x $1M = US$0.03bn. Share = US$0.005bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.0-0.03bn (central 0.005)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0f7b482aae974d9708233325596190064b967eafef9c16d77f53b2a8b6444078"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0f7b482aae974d9708233325596190064b967eafef9c16d77f53b2a8b6444078"}}},"snyk":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"snyk","name":"Snyk","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://snyk.io","title":"Snyk","publisher":"Snyk","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page presents an AI security platform and agentic remediation; no coding assistant"}},"app-builders":{"participates":false,"evidence":{"url":"https://snyk.io","title":"Snyk","publisher":"Snyk","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No app builder on the page"}},"review-testing":{"low":1.25,"central":6.25,"high":18.75,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no AI revenue found)","periodEnd":"2026-10-22","source":{"url":"https://sacra.com/research/snyk-at-326m-arr-growing-7-yoy/","title":"Snyk at $326M ARR growing 7% YoY","publisher":"Sacra","publishedDate":"2026-03-08","accessedDate":"2026-10-22","tier":"T5","locator":"\"Sacra estimates Snyk hit $326M in ARR in February 2026, up 7% YoY\"; Snyk Code (AI-powered code scanner) \"now roughly 40% of total ARR\"; Evo in beta with no revenue figure"},"note":"Sacra (8 Mar 2026, T4): Snyk reached US$326M ARR in February 2026, with Snyk Code about 40% of ARR and Evo in beta; no AI-product revenue. Snyk's page shows Evo and agentic remediation that opens pull requests (snyk.io, T2). Judgement (T5): AI review and remediation is 6% of US$326M = US$0.02bn; low 1.2% = US$0.004bn; high 18% = US$0.06bn. Share = US$0.02bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.004-0.06bn (central 0.02)."}},"screening":{"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a0bb25b09a322006ebd375ad9a820eb44fcec75d1c951d52894dd6951b10b2a1"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a0bb25b09a322006ebd375ad9a820eb44fcec75d1c951d52894dd6951b10b2a1"}}},"baidu":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"baidu","name":"Baidu (Comate, Miaoda)","kind":"public","commercialActivityVerified":false,"shares":{"coding-agents":{"low":0,"central":0.0664,"high":0.332,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001329099/000119312526394299/d152888dex991.pdf","title":"Baidu 2026 Interim Report (Form 6-K, Exhibit 99.1)","publisher":"Baidu, Inc. (SEC EDGAR)","publishedDate":"2026-09","accessedDate":"2026-10-22","tier":"T5","locator":"\"Revenue from AI Applications was RMB5.0 billion in the first half of 2026, representing a year-on-year increase of 1%\"; \"We launched Miaoda 3.0, which enables users to generate standalone mobile applications through natural-language interaction\"; Comate is not named. Month taken from the PDF creation date (17 Sep 2026)"},"note":"Baidu's interim report (H1 2026, T1): 'Revenue from AI Applications was RMB5.0 billion in the first half of 2026'; Comate is not named. At RMB 6.75 per US$ (rate implied by 36Kr's RMB 957M = US$142M, 2 Sep 2026), RMB 10bn annualised = US$1.48bn. Judgement (T5, assumed): a coding assistant is 0.7% of that = US$0.01bn; range 0 to 3.4% (US$0.05bn). Share = US$0.01bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.0-0.05bn (central 0.01)."},"app-builders":{"low":0.1536,"central":0.768,"high":3.072,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001329099/000119312526394299/d152888dex991.pdf","title":"Baidu 2026 Interim Report (Form 6-K, Exhibit 99.1)","publisher":"Baidu, Inc. (SEC EDGAR)","publishedDate":"2026-09","accessedDate":"2026-10-22","tier":"T5","locator":"\"Revenue from AI Applications was RMB5.0 billion in the first half of 2026, representing a year-on-year increase of 1%\"; \"We launched Miaoda 3.0, which enables users to generate standalone mobile applications through natural-language interaction\"; Comate is not named. Month taken from the PDF creation date (17 Sep 2026)"},"note":"The same report says 'We launched Miaoda 3.0, which enables users to generate standalone mobile applications through natural-language interaction' (T1). Judgement (T5, assumed): Miaoda is 1% of the US$1.48bn annualised AI Applications revenue = US$0.015bn; range 0.2% (US$0.003bn) to 4% (US$0.06bn). Share = US$0.015bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.003-0.06bn (central 0.015)."},"review-testing":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001329099/000119312526394299/d152888dex991.pdf","title":"Baidu 2026 Interim Report (Form 6-K, Exhibit 99.1)","publisher":"Baidu, Inc. (SEC EDGAR)","publishedDate":"2026-09","accessedDate":"2026-10-22","tier":"T1","locator":"Interim report names no code review or testing product"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2},"app-builders":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ee22372e9688cc4e2c65927841bc64fea79b7d5b949891b9c553b2bdac821ca8"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ee22372e9688cc4e2c65927841bc64fea79b7d5b949891b9c553b2bdac821ca8"}}},"kilo-code":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"kilo-code","name":"Kilo Code (Anaconda)","kind":"unit","commercialActivityVerified":false,"shares":{"coding-agents":{"low":0.0199,"central":0.1328,"high":0.6641,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://blog.kilo.ai/p/anaconda-acquires-kilo-code","title":"AI on Your Own Terms: Anaconda Acquires Kilo Code","publisher":"Kilo Code (blog)","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"Kilo announces the Anaconda acquisition on 15 July 2026; \"almost 10 trillion tokens per month across more than 3 million developers\"; no revenue, ARR or paying-customer figure"},"note":"Kilo says '5M+ Kilo Coders' and '10T+ tokens processed every month' (kilo.ai, T2); Anaconda, which announced the purchase on 15 Jul 2026, says 'more than 3 million developers' and gives no revenue (T2). Kilo charges 'zero AI inference markup', so revenue is Kilo Pass and Enterprise subscriptions, not tokens. Judgement (T5, assumed inputs): central 5M developers x 1.7% paying x $20 a month x 12 = US$0.020bn; low 3M x 0.5% x $15 x 12 = US$0.003bn; high 5M x 3% x $55 x 12 = US$0.10bn. Share = US$0.02bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.003-0.1bn (central 0.02)."},"app-builders":{"participates":false,"evidence":{"url":"https://kilo.ai","title":"Kilo","publisher":"Kilo Code","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page describes a coding agent across editors, terminal, cloud and mobile; no app builder"}},"review-testing":{"low":0,"central":0.625,"high":3.125,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://kilo.ai","title":"Kilo","publisher":"Kilo Code","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"5M+ Kilo Coders\"; \"10T+ tokens processed every month\"; \"Zero AI inference markup\"; Kilo Pass and Kilo Enterprise; \"Kilo has been acquired by Anaconda\"; no revenue"},"note":"Kilo links a Code Reviewer page (kilo.ai, T2) but gives no figure. Judgement (T5): a tenth of the coding estimate, US$0.002bn, range 0 to 0.01 (a tenth of the high end). Share = US$0.002bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.0-0.01bn (central 0.002)."}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2},"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6b002195b43e53aa55e2d8f47ac13a78e4b6c17540e3460f2252c9cd50aff399"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6b002195b43e53aa55e2d8f47ac13a78e4b6c17540e3460f2252c9cd50aff399"}},"parentId":"anaconda"},"bubble":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"bubble","name":"Bubble","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://bubble.io","title":"Bubble","publisher":"Bubble","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page presents a no-code app builder with an AI agent; counted in app-builders"}},"app-builders":{"low":0.2048,"central":1.024,"high":4.096,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://bubble.io","title":"Bubble","publisher":"Bubble","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Nearly 6 million builders have used Bubble to launch apps\"; AI agent and AI design generation; \"Bubble apps process more than $1 billion in transactions per year\"; no revenue or pricing figure"},"note":"Bubble's page says 'Nearly 6 million builders have used Bubble' and offers an AI agent and AI design generation; no revenue (bubble.io, T2). Judgement (T5, assumed inputs): 6M builders x 0.4% paying for plans with AI generation x $70 a month x 12 = US$0.02bn; low 6M x 0.1% x $55 x 12 = US$0.004bn; high 6M x 0.8% x $140 x 12 = US$0.08bn. Share = US$0.02bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.004-0.08bn (central 0.02)."},"review-testing":{"participates":false,"evidence":{"url":"https://bubble.io","title":"Bubble","publisher":"Bubble","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No review or testing product on the page"}}},"screening":{"app-builders":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"750b53cb967e91a20a8ae98f68e1a8f30b456bd314d9a6ae202fd2b3bd96052c"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"750b53cb967e91a20a8ae98f68e1a8f30b456bd314d9a6ae202fd2b3bd96052c"}}},"browserstack":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"browserstack","name":"BrowserStack","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://www.browserstack.com","title":"BrowserStack","publisher":"BrowserStack","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page lists AI testing agents; 'does not mention AI code review'; no coding assistant"}},"app-builders":{"participates":false,"evidence":{"url":"https://www.browserstack.com","title":"BrowserStack","publisher":"BrowserStack","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No app builder"}},"review-testing":{"low":1.25,"central":6.25,"high":18.75,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.browserstack.com","title":"BrowserStack","publisher":"BrowserStack","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Trusted by more than 50,000 customers globally\"; \"Over 7 million developers and 50,000 teams test on BrowserStack\"; \"20+ AI agents from test planning to release\"; no pricing or ARR"},"note":"BrowserStack says 'Trusted by more than 50,000 customers globally' and '20+ AI agents from test planning to release'; no pricing or ARR (browserstack.com, T2). Judgement (T5, assumed inputs): 5% of customers (2,500) pay for AI agents x $8,000 a year = US$0.02bn; low 1,000 x $4,000 = US$0.004bn; high 7,500 x $8,000 = US$0.06bn. Share = US$0.02bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.004-0.06bn (central 0.02)."}},"screening":{"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6823ffd0a67c50c8110cb15e6e78e6fc89a8bb33fc37e940b8c6b9a4229432e5"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6823ffd0a67c50c8110cb15e6e78e6fc89a8bb33fc37e940b8c6b9a4229432e5"}}},"qodo":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"qodo","name":"Qodo","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://www.qodo.ai","title":"Qodo","publisher":"Qodo","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page positions Qodo as a review and governance layer for coding agents, not a coding assistant"}},"app-builders":{"participates":false,"evidence":{"url":"https://www.qodo.ai","title":"Qodo","publisher":"Qodo","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No app builder on the page"}},"review-testing":{"low":1.25,"central":6.25,"high":18.75,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.qodo.ai","title":"Qodo","publisher":"Qodo","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Qodo's Pro Team plan is credit-based at $0.012 per credit\"; credit tiers of 2,500, 5,000 and 20,000 credits (about 18, 36 and 144 reviews a month); enterprise plans; no customer count or ARR"},"note":"Qodo sells credit packs of 2,500, 5,000 and 20,000 credits at $0.012 (US$30, 60 and 240 a month) and enterprise plans; no customer count or ARR (qodo.ai, T2). Judgement (T5, assumed inputs): 400 paying enterprise accounts x $50,000 a year = US$0.02bn; low 100 x $40,000 = US$0.004bn; high 600 x $100,000 = US$0.06bn. Share = US$0.02bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.004-0.06bn (central 0.02)."}},"screening":{"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"63a5bee0d460daa6ebb308db73633bdf328a3b75c7ad301ccb45c64c0e5575e1"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"63a5bee0d460daa6ebb308db73633bdf328a3b75c7ad301ccb45c64c0e5575e1"}}},"cline":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"cline","name":"Cline","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"low":0.0199,"central":0.1328,"high":0.5312,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://cline.bot","title":"Cline","publisher":"Cline","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Trusted by 11M+ developers.\"; ClinePass and an Enterprise tier are linked but not described; no prices, revenue or funding"},"note":"Cline says 'Trusted by 11M+ developers' (undated) and links ClinePass and an Enterprise tier, but gives no prices or revenue (cline.bot, T2). Judgement (T5, assumed inputs): central 11M x 0.8% paying x $20 a month x 12 = US$0.021bn; low 11M x 0.12% x $20 x 12 = US$0.003bn; high 11M x 1.5% x $40 x 12 = US$0.08bn. Share = US$0.02bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.003-0.08bn (central 0.02)."},"app-builders":{"participates":false,"evidence":{"url":"https://cline.bot","title":"Cline","publisher":"Cline","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page describes an agent runtime for desktop, IDE, CLI and SDK; no app builder"}},"review-testing":{"participates":false,"evidence":{"url":"https://cline.bot","title":"Cline","publisher":"Cline","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No review or testing product; tests are run as part of agent tasks"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"35d50c138ede6a5b533fcf3fc19aa6155da77901dce325e90f5aba5e35a01865"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"35d50c138ede6a5b533fcf3fc19aa6155da77901dce325e90f5aba5e35a01865"}}},"tencent":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"tencent","name":"Tencent (CodeBuddy)","kind":"public","commercialActivityVerified":false,"shares":{"coding-agents":{"low":0.0199,"central":0.1328,"high":0.3984,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.tencent.com/wp-content/uploads/2026/08/Tencent-Announces-2026-Second-Quarter-Results.pdf","title":"Tencent Announces 2026 Second Quarter Results","publisher":"Tencent","publishedDate":"2026-08-12","accessedDate":"2026-10-22","tier":"T5","locator":"Ma Huateng: \"our WorkBuddy AI office productivity service and CodeBuddy AI coding tool are achieving breakout user growth\"; no CodeBuddy revenue, user or paid-user figure"},"note":"Tencent's 2Q26 release (12 Aug 2026, T2): 'CodeBuddy AI coding tool [is] achieving breakout user growth', with no user or revenue figure. Judgement (T5, assumed inputs): 2M monthly users x 8% paying x $10 a month x 12 = US$0.019bn (about 0.02); low 0.5M x 5% = US$0.003bn; high 3M x 17% = US$0.061bn (0.06). Share = US$0.02bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.003-0.06bn (central 0.02)."},"app-builders":{"participates":false,"evidence":{"url":"https://www.tencent.com/wp-content/uploads/2026/08/Tencent-Announces-2026-Second-Quarter-Results.pdf","title":"Tencent Announces 2026 Second Quarter Results","publisher":"Tencent","publishedDate":"2026-08-12","accessedDate":"2026-10-22","tier":"T2","locator":"Release names CodeBuddy as an AI coding tool and WorkBuddy as an office service; no app builder"}},"review-testing":{"participates":false,"evidence":{"url":"https://www.tencent.com/wp-content/uploads/2026/08/Tencent-Announces-2026-Second-Quarter-Results.pdf","title":"Tencent Announces 2026 Second Quarter Results","publisher":"Tencent","publishedDate":"2026-08-12","accessedDate":"2026-10-22","tier":"T2","locator":"Release names no review or testing product"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b55cd961f92e796fd2aab105a4eb54dff2d3b9adb1188af119ded86aa7273763"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b55cd961f92e796fd2aab105a4eb54dff2d3b9adb1188af119ded86aa7273763"}}},"smartbear":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"smartbear","name":"SmartBear","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://smartbear.com","title":"SmartBear","publisher":"SmartBear","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page lists BearQ test agents, Reflect and API tools; no coding assistant"}},"app-builders":{"participates":false,"evidence":{"url":"https://smartbear.com","title":"SmartBear","publisher":"SmartBear","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No app builder"}},"review-testing":{"low":0.9375,"central":4.688,"high":15.625,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://smartbear.com","title":"SmartBear","publisher":"SmartBear","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"32,000+ customers worldwide\"; BearQ \"agentic teammates\" test applications; no pricing or ARR"},"note":"SmartBear says '32,000+ customers worldwide' and sells BearQ 'agentic teammates' that test applications; no pricing or ARR (smartbear.com, T2). Judgement (T5, assumed inputs): 4% of customers (1,280) x $11,700 a year = US$0.015bn; low 2% (640) x $4,700 = US$0.003bn; high 8% (2,560) x $19,500 = US$0.05bn. Share = US$0.015bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.003-0.05bn (central 0.015)."}},"screening":{"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"82cabbb09647b4e09a4a42b7786b413fe8c68d6976bb1710ee8f6335e94a437a"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"82cabbb09647b4e09a4a42b7786b413fe8c68d6976bb1710ee8f6335e94a437a"}}},"builder-io":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"builder-io","name":"Builder.io","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://www.builder.io","title":"Builder.io","publisher":"Builder.io","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page presents an app, UI and content builder; counted in app-builders"}},"app-builders":{"low":0.1536,"central":1.024,"high":3.072,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.builder.io","title":"Builder.io","publisher":"Builder.io","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Customer testimonials (Everlane, Zapier, J.Crew, Harry's, Anheuser-Busch); no price, plan, funding or ARR"},"note":"Builder.io's page lists enterprise customers (Everlane, Zapier, J.Crew, Harry's, Anheuser-Busch) with no price or ARR (builder.io, T2). Judgement (T5, assumed inputs): 400 customers x $50,000 a year for AI app and UI generation = US$0.02bn; low 100 x $30,000 = US$0.003bn; high 600 x $100,000 = US$0.06bn. Share = US$0.02bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.003-0.06bn (central 0.02)."},"review-testing":{"participates":false,"evidence":{"url":"https://www.builder.io","title":"Builder.io","publisher":"Builder.io","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No review product described"}}},"screening":{"app-builders":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"61fb559ace86d812068b512b6f5fbd34307c50c4823f96f51d782366da4ea78a"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"61fb559ace86d812068b512b6f5fbd34307c50c4823f96f51d782366da4ea78a"}}},"greptile":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"greptile","name":"Greptile","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://www.greptile.com","title":"Greptile","publisher":"Greptile","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page describes agents that review and test pull requests; no coding assistant"}},"app-builders":{"participates":false,"evidence":{"url":"https://www.greptile.com","title":"Greptile","publisher":"Greptile","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No app builder on the page"}},"review-testing":{"low":0.9375,"central":4.688,"high":15.625,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.greptile.com","title":"Greptile","publisher":"Greptile","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Over 22,000+ teams use Greptile\"; Pro \"you pay $1 per credit\"; Starter free with 50 credits a month; no ARR"},"note":"Greptile says 'Over 22,000+ teams use Greptile' and charges $1 per credit (greptile.com, T2); no ARR. Judgement (T5, assumed inputs): 8% of the teams (1,760) x about $8,500 a year = US$0.015bn; low 3% (660) x $4,500 = US$0.003bn; high 12% (2,640) x $19,000 = US$0.05bn. Share = US$0.015bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.003-0.05bn (central 0.015)."}},"screening":{"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"873aeb92fdd1bb51c87278ad9c56a492600ef0b35b3a6e00282b8a89375faa2a"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"873aeb92fdd1bb51c87278ad9c56a492600ef0b35b3a6e00282b8a89375faa2a"}}},"lambdatest":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"lambdatest","name":"LambdaTest","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://www.testmuai.com/","title":"TestMu AI (formerly LambdaTest)","publisher":"TestMu AI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page lists KaneAI (test agent) and HyperExecute; no coding assistant"}},"app-builders":{"participates":false,"evidence":{"url":"https://www.testmuai.com/","title":"TestMu AI (formerly LambdaTest)","publisher":"TestMu AI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No app builder"}},"review-testing":{"low":0.9375,"central":4.688,"high":15.625,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://www.testmuai.com/","title":"TestMu AI (formerly LambdaTest)","publisher":"TestMu AI","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"\"Trusted by 3M+ users and 18,000+ enterprises\"; KaneAI test agent; \"LambdaTest is now TestMu AI\"; no pricing or ARR"},"note":"TestMu AI (formerly LambdaTest) says 'Trusted by 3M+ users and 18,000+ enterprises' and sells the KaneAI test agent; no pricing or ARR (testmuai.com, T2). Judgement (T5, assumed inputs): 4% of enterprises (720) x $21,000 a year = US$0.015bn; low 2% (360) x $8,000 = US$0.003bn; high 8% (1,440) x $35,000 = US$0.05bn. Share = US$0.015bn / US$0.32bn: the sum of the central run-rates of every candidate for the function plus a US$0.04bn allowance for sellers outside the register (the approved card's own central total is US$0.3bn). Run-rate range US$0.003-0.05bn (central 0.015)."}},"screening":{"review-testing":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8a065014ea70c0caecc1b18288d8ee67d9e493d476a63b6e382c2c0a393fbf35"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8a065014ea70c0caecc1b18288d8ee67d9e493d476a63b6e382c2c0a393fbf35"}}},"blitzy":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"blitzy","name":"Blitzy","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"low":0.0133,"central":0.0996,"high":0.3984,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Estimate at 22 Oct 2026 (no revenue found)","periodEnd":"2026-10-22","source":{"url":"https://siliconangle.com/2026/05/05/blitzy-raises-200m-1-4b-valuation-deploy-thousands-coding-agents-parallel/","title":"Blitzy raises $200M at a $1.4B valuation to deploy thousands of coding agents in parallel","publisher":"SiliconANGLE","publishedDate":"2026-05-05","accessedDate":"2026-10-22","tier":"T5","locator":"\"The platform is now in use across dozens of Global 2000 enterprises in 10 industries.\"; headcount \"more than doubled\" in six months; no ARR, price or contract size"},"note":"SiliconANGLE (5 May 2026, T3): the platform 'is now in use across dozens of Global 2000 enterprises in 10 industries'; no ARR, price or contract size is given. Judgement (T5, assumed inputs): 30 enterprise customers x $0.5M a year = US$0.015bn; low 12 x $0.17M = US$0.002bn; high 60 x $1M = US$0.06bn. Share = US$0.015bn / US$15.06bn: the sum of the central run-rates of every candidate for the function plus a US$0.6bn allowance for sellers outside the register (the approved card's own central total is US$14.1bn). Run-rate range US$0.002-0.06bn (central 0.015)."},"app-builders":{"participates":false,"evidence":{"url":"https://siliconangle.com/2026/05/05/blitzy-raises-200m-1-4b-valuation-deploy-thousands-coding-agents-parallel/","title":"Blitzy raises $200M at a $1.4B valuation to deploy thousands of coding agents in parallel","publisher":"SiliconANGLE","publishedDate":"2026-05-05","accessedDate":"2026-10-22","tier":"T3","locator":"Article describes an enterprise platform for large legacy codebases; no app builder"}},"review-testing":{"participates":false,"evidence":{"url":"https://siliconangle.com/2026/05/05/blitzy-raises-200m-1-4b-valuation-deploy-thousands-coding-agents-parallel/","title":"Blitzy raises $200M at a $1.4B valuation to deploy thousands of coding agents in parallel","publisher":"SiliconANGLE","publishedDate":"2026-05-05","accessedDate":"2026-10-22","tier":"T3","locator":"No review or testing product described"}}},"screening":{"coding-agents":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b4db68d20cf6f6b0e50993d9fabf4f9bdb1f9a91ec8f465ac2b6926766bef263"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b4db68d20cf6f6b0e50993d9fabf4f9bdb1f9a91ec8f465ac2b6926766bef263"}}},"anything":{"schema":"5lc-index-inputs/1","key":"applications-developer-tools","entityId":"anything","name":"Anything","kind":"private","commercialActivityVerified":false,"shares":{"coding-agents":{"participates":false,"evidence":{"url":"https://www.anything.com","title":"Anything - AI app builder","publisher":"Anything","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Page presents an AI app builder"}},"app-builders":{"low":0.1024,"central":0.768,"high":3.072,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"TechCrunch report of 29 Sep 2025 (two weeks after launch), extrapolated to 22 Oct 2026","periodEnd":"2025-09-29","source":{"url":"https://techcrunch.com/2025/09/29/vibe-coding-startup-anything-nabs-a-100m-valuation-after-hitting-2m-arr-in-its-first-two-weeks/","title":"Vibe-coding startup Anything nabs a $100M valuation after hitting $2M ARR in its first two weeks","publisher":"TechCrunch","publishedDate":"2025-09-29","accessedDate":"2026-10-22","tier":"T5","locator":"Anything reached \"$2 million annualized run rate in just two weeks\" after launch; raised $11 million at a $100 million valuation; no pricing"},"note":"TechCrunch (29 Sep 2025, T2): Anything reached a US$2 million annualised run rate two weeks after launch and raised US$11M at a US$100M valuation; no later figure. Judgement (T5): 7.5x in the 13 months since (Lovable grew 3x and Emergent 8x in about 10 months) = US$0.015bn; low no growth (US$0.002bn); high 30x = US$0.06bn. The anchor (29 Sep 2025) is older than 12 months, so the period end is the anchor date and the engine widens the range. Share = US$0.015bn / US$1.953bn: the sum of the central run-rates of every candidate for the function plus a US$0.1bn allowance for sellers outside the register (the approved card's own central total is US$1.65bn). Run-rate range US$0.002-0.06bn (central 0.015)."},"review-testing":{"participates":false,"evidence":{"url":"https://www.anything.com","title":"Anything - AI app builder","publisher":"Anything","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"No review or testing product on the page"}}},"screening":{"app-builders":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d2f8e3bab26f72c038964c9b773e54c56b94101e1fa92a6260815408b16ef060"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d2f8e3bab26f72c038964c9b773e54c56b94101e1fa92a6260815408b16ef060"}}}},"ratings":{"spacex":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"spacex","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"coding-agents":{"alternatives":{"level":2,"evidence":[{"url":"https://virtualizationreview.com/articles/2026/06/05/ai-firms-push-cloud-giants-from-leaders-quadrant-in-gartner-ai-coding-report.aspx","date":"2026-06-05","support":"Gartner's 2026 Enterprise AI Coding Agents quadrant names four Leaders (Anthropic, Cursor, GitHub, OpenAI) and four Challengers (AWS, Google, Alibaba Cloud, Cognition); besides Cursor, three Leaders plus the strongest Challengers give several alternatives at comparable capability. [Date: full date shown.]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Survey of developers (Jan-Feb 2026): Claude Code, GitHub Copilot, Cursor and Codex are the most-used coding tools, with Gemini CLI, OpenCode and Antigravity each near 10%. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://cursor.com/pricing","date":"undated","support":"Cursor plans are priced monthly and the page says 'Cancel anytime, at least 24 hours prior to renewal'. [Date: no date shown; undated.]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Most respondents use two to four tools; the newsletter hears of companies dropping Cursor for Claude Code. [Date: full date shown.]"},{"url":"https://techcrunch.com/2025/08/22/coinbase-ceo-explains-why-he-fired-engineers-who-didnt-try-ai-immediately","date":"2025-08-22","support":"Coinbase rolled out Cursor and Copilot enterprise licences with a one-week onboarding deadline. [Date: full date shown.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://cursor.com/pricing","date":"undated","support":"Cursor's Premium plan sells third-party models at API list price; the Plus plan is Grok models only, so the models are not exclusive to Cursor. [Date: no date shown; undated.]"},{"url":"https://github.com/features/copilot/plans","date":"undated","support":"GitHub Copilot sells Anthropic, OpenAI, Google and xAI Grok models, including the Grok models Cursor now bundles: no gap in model access. [Date: no date shown; undated.]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Claude Code overtook both Copilot and Cursor in mentions by early 2026, so the best alternative is at least at parity. [Date: full date shown.]"}]}},"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/09/16/coderabbit-raises-60m-valuing-the-2-year-old-ai-code-review-startup-at-550m/","date":"2025-09-16","support":"TechCrunch names Graphite and Greptile as CodeRabbit's startup rivals and says Claude Code and Cursor also offer AI code review. [Date: full date shown.]"},{"url":"https://thenextweb.com/news/coderabbit-raised-143m-to-read-the-code-ai-wrote","date":"2026-08-13","support":"Rivals raising money include Qodo ($70m Series B), Greptile (Series A at $180m valuation) and CodeAnt AI; with CodeRabbit, Copilot and Bugbot, six or more. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://docs.coderabbit.ai/getting-started/quickstart","date":"undated","support":"CodeRabbit says setup takes about 2 minutes in two steps: sign in with the Git platform and pick repositories. [Date: no date shown; undated.]"},{"url":"https://siliconangle.com/2025/12/19/cursor-acquires-ai-code-review-startup-graphite/","date":"2025-12-19","support":"Graphite is a code review product with stacked pull requests; review bots of this kind install on the Git host rather than replacing it. [Date: full date shown.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.verdict.co.uk/coderabbit-raises-143m-series-c/","date":"2026-08-13","support":"CodeRabbit counts more than 17,000 customers and over two million code reviews a week (company figures). [Date: full date shown.]"},{"url":"https://siliconangle.com/2025/12/19/cursor-acquires-ai-code-review-startup-graphite/","date":"2025-12-19","support":"Graphite reviews for bugs, security issues, inefficiency and formatting rules: the same checks rival reviewers sell; no unique capability described. [Date: full date shown.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"spacex","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"coding-agents":{"alternatives":{"level":1,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Survey of 906 engineers (fielded Jan 27-Feb 17, 2026): Claude Code, Cursor, Copilot, Codex, Gemini CLI, Antigravity and OpenCode all in use; 70% run two to four tools (Sections 1-2). [date: full date as shown]"},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4.aspx","date":"2026-07-29","support":"Microsoft says GitHub Copilot has 50 million users and that 'Every major coding agent runs on the platform' (FY26 Q4 call). [date: full date as shown (earnings call date)]"},{"url":"https://constellationr.com/insights/news/openai-touts-broadening-codex-usage-5-million-weekly-active-users","date":"2026-06-02","support":"OpenAI says Codex has more than 5 million weekly active users (2 Jun 2026, via Constellation Research). [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://survey.stackoverflow.co/2026/ai","date":"2026","support":"Stack Overflow 2026 survey: about two thirds of 13,144 respondents switched AI tools in the past year; 10.6% cited an organisational requirement ('tool switching' section). [date: year only (survey year; the page shows no publication date)]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Some Cursor power users add Claude Code while keeping Cursor (anecdotal, Section 2); the post says companies dropping Cursor for Claude Code are reported often (Section 1). [date: full date as shown]"},{"url":"https://cursor.com/docs/configuration/migrations/vscode","date":"undated","support":"Cursor imports a whole VS Code setup (extensions, themes, settings, keybindings) in one click, showing how little editor habits tie users to one tool. [date: page shows no date]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://arxiv.org/abs/2609.17394","date":"2026-09-15","support":"Study of SWE-bench submissions: top entries nearly tied; none of the 29 adjacent top-30 pairs is statistically separable on Verified. [date: full date as shown]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Claude Code rated most loved at 46% against 19% for Cursor, so the best alternative is not behind Cursor (Section 7). [date: full date as shown]"}]}},"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://blog.kilo.ai/p/martians-independent-benchmark-tested","date":"2026-03-05","support":"Martian's independent benchmark tested 13 code-review tools, incl. CodeRabbit, Copilot, Cursor, Gemini Code Assist, Augment, Qodo, Graphite, Greptile. [date: full date as shown]"},{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"Company post: on Martian's leaderboard the top five reviewers sit within 3.3 F1 points (Greptile 60.8, Codex connector 59.4, Cubic 58.7, Devin 58.6, CodeRabbit 57.5). [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.yipitdata.com/resources/blog/greptile-vs-coderabbit-ai-code-review-market","date":"2026-03-19","support":"YipitData panel: multi-tool use is rare (about 10% of mid-market firms) and Greptile customers had not previously used CodeRabbit; trials need only a GitHub integration. [date: full date as shown]"},{"url":"https://cognition.com/blog/devin-review","date":"2026-01-21","support":"A rival reviewer runs on any GitHub PR with a URL swap or one npx command, no setup (company post). [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"Company post: the leader leads the next four reviewers by only 1.4-3.3 F1 points; Cursor/Graphite are not shown ahead of that group. [date: full date as shown]"}]}}}}},"anthropic":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"anthropic","rater":"a","model":"claude-opus-5-5","dachiReview":true,"ratedAt":"2026-10-23","functions":{"coding-agents":{"alternatives":{"level":2,"evidence":[{"url":"https://virtualizationreview.com/articles/2026/06/05/ai-firms-push-cloud-giants-from-leaders-quadrant-in-gartner-ai-coding-report.aspx","date":"2026-06-05","support":"Gartner's 2026 Enterprise AI Coding Agents quadrant names four Leaders (Anthropic, Cursor, GitHub, OpenAI) and four Challengers (AWS, Google, Alibaba Cloud, Cognition); besides Anthropic, three Leaders plus the strongest Challengers give several alternatives at comparable capability. [Date: full date shown.]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Survey of developers (Jan-Feb 2026): Claude Code, GitHub Copilot, Cursor and Codex are the most-used coding tools, with Gemini CLI, OpenCode and Antigravity each near 10%. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://claude.com/pricing","date":"undated","support":"Claude Code comes with Pro (monthly or annual) and Max (monthly only); only Enterprise is annual-only, so most volume can move within a billing cycle. [Date: no date shown; undated.]"},{"url":"https://constellationr.com/insights/news/openai-touts-broadening-codex-usage-5-million-weekly-active-users","date":"2026-06-02","support":"OpenAI says Codex is often used alongside Claude Cowork and Code, so many customers already run an alternative. [Date: full date shown.]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"70% of respondents use two to four AI coding tools and 15% use five or more, so a second qualified tool is usually already in place. [Date: full date shown.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://github.com/features/copilot/plans","date":"undated","support":"GitHub Copilot sells Claude Opus 5.5, Sonnet 5.5 and other Claude models next to OpenAI and Google models, so the same models remain reachable through another tool. [Date: no date shown; undated.]"},{"url":"https://virtualizationreview.com/articles/2026/06/05/ai-firms-push-cloud-giants-from-leaders-quadrant-in-gartner-ai-coding-report.aspx","date":"2026-06-05","support":"OpenAI (Codex), Cursor and GitHub are Gartner Leaders alongside Anthropic: the best alternatives sit at parity. [Date: full date shown.]"},{"url":"https://www.infoworld.com/article/4161278/github-s-new-copilot-sign-ups-as-agentic-ai-strains-infrastructure.html","date":"2026-04-21","support":"GitHub paused new Copilot sign-ups in April 2026 as agentic use strained compute, showing capacity limits are shared across tools, not unique to one. [Date: full date shown.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"anthropic","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","dachiReview":true,"functions":{"coding-agents":{"alternatives":{"level":2,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Among regular agent users, Copilot 46% and Cursor 39% alongside Claude Code 71%; Codex about 60% of Cursor's usage (Sections 2, 5). By the rater's count four rivals are at comparable capability (Cursor, Copilot, Codex, Devin); Gemini tools and open-weight plans trail. [date: full date as shown]"},{"url":"https://constellationr.com/insights/news/openai-touts-broadening-codex-usage-5-million-weekly-active-users","date":"2026-06-02","support":"OpenAI says Codex has more than 5 million weekly users and is often used alongside Claude Code (Constellation, 2 Jun 2026). [date: full date as shown]"},{"url":"https://cognition.com/blog/1b-run-rate","date":"2026-09-25","support":"Cognition says it crossed US$1bn annualised run-rate on 25 Sep 2026. [date: full date as shown]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation","date":"2026-02-12","support":"The company says enterprise customers are over half of Claude Code revenue (12 Feb 2026); large organisations approve and roll out tools centrally. [date: full date as shown]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Large firms move slowly: 'bureaucratic' employers may still not have approved Claude Code; Copilot is preferred where switching may be harder (Sections 6-7). Evidence on exact timelines is thin. [date: full date as shown]"},{"url":"https://survey.stackoverflow.co/2026/ai","date":"2026","support":"Stack Overflow 2026 survey: about two thirds of 13,144 respondents switched AI tools in the past year; 10.6% cited an organisational requirement ('tool switching' section). [date: year only (survey year; the page shows no publication date)]"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Claude Code is most loved at 46%, ahead of Cursor 19% and Copilot 9%; the best alternative is behind on preference (Section 7). [date: full date as shown]"},{"url":"https://arxiv.org/abs/2609.17394","date":"2026-09-15","support":"But the top SWE-bench entries are statistically near-tied, so the capability gap is small, not large. [date: full date as shown]"}]}}}}},"microsoft":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"microsoft","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"coding-agents":{"alternatives":{"level":2,"evidence":[{"url":"https://virtualizationreview.com/articles/2026/06/05/ai-firms-push-cloud-giants-from-leaders-quadrant-in-gartner-ai-coding-report.aspx","date":"2026-06-05","support":"Gartner's 2026 Enterprise AI Coding Agents quadrant names four Leaders (Anthropic, Cursor, GitHub, OpenAI) and four Challengers (AWS, Google, Alibaba Cloud, Cognition); besides GitHub, three Leaders plus the strongest Challengers give several alternatives at comparable capability. [Date: full date shown.]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Survey of developers (Jan-Feb 2026): Claude Code, GitHub Copilot, Cursor and Codex are the most-used coding tools, with Gemini CLI, OpenCode and Antigravity each near 10%. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/08/22/coinbase-ceo-explains-why-he-fired-engineers-who-didnt-try-ai-immediately","date":"2025-08-22","support":"Coinbase bought Copilot and Cursor enterprise licences together and set a one-week onboarding deadline for engineers. [Date: full date shown.]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"70% of respondents use two to four AI coding tools and 15% use five or more, so a second qualified tool is usually already in place. [Date: full date shown.]"},{"url":"https://github.com/features/copilot/plans","date":"undated","support":"Copilot plans are listed with monthly prices and usage billed in AI credits, with no multi-year commitment shown. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Claude Code overtook GitHub Copilot and Cursor in mentions; Copilot usage was roughly flat since the previous survey. [Date: full date shown.]"},{"url":"https://virtualizationreview.com/articles/2026/06/05/ai-firms-push-cloud-giants-from-leaders-quadrant-in-gartner-ai-coding-report.aspx","date":"2026-06-05","support":"Anthropic, Cursor and OpenAI are Gartner Leaders alongside GitHub, so the best alternatives match Copilot's capability. [Date: full date shown.]"}]}},"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/09/16/coderabbit-raises-60m-valuing-the-2-year-old-ai-code-review-startup-at-550m/","date":"2025-09-16","support":"TechCrunch names Graphite and Greptile as CodeRabbit's startup rivals and says Claude Code and Cursor also offer AI code review. [Date: full date shown.]"},{"url":"https://thenextweb.com/news/coderabbit-raised-143m-to-read-the-code-ai-wrote","date":"2026-08-13","support":"Rivals raising money include Qodo ($70m Series B), Greptile (Series A at $180m valuation) and CodeAnt AI; with CodeRabbit, Copilot and Bugbot, six or more. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://github.com/features/copilot/plans","date":"undated","support":"Copilot pull request reviews are a feature of Pro, Pro+ and Max that draws on AI credits, not a separate long contract. [Date: no date shown; undated.]"},{"url":"https://docs.coderabbit.ai/getting-started/quickstart","date":"undated","support":"CodeRabbit says setup takes about 2 minutes in two steps: sign in with the Git platform and pick repositories. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.verdict.co.uk/coderabbit-raises-143m-series-c/","date":"2026-08-13","support":"CodeRabbit counts more than 17,000 customers and over two million code reviews a week (company figures). [Date: full date shown.]"},{"url":"https://www.greptile.com","date":"undated","support":"Greptile says 'Over 22,000+ teams use Greptile' and supports GitHub and GitLab; another reviewer operates at similar scale. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"microsoft","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"coding-agents":{"alternatives":{"level":1,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Copilot is only 9% most loved vs Claude Code 46% and Cursor 19%; Codex and Gemini tools are growing (Sections 1-2, 7). [date: full date as shown]"},{"url":"https://github.blog/news-insights/company-news/welcome-home-agents/","date":"2025-10-28","support":"GitHub announced Agent HQ to host coding agents from OpenAI, Anthropic, Google, Cognition and xAI inside GitHub, i.e. many qualified rivals. [date: full date as shown (post byline)]"},{"url":"https://cognition.com/blog/1b-run-rate","date":"2026-09-25","support":"Cognition says it crossed US$1bn annualised run-rate on 25 Sep 2026. [date: full date as shown]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4.aspx","date":"2026-07-29","support":"Microsoft says over 90% of the Fortune 500 choose GitHub for AI-powered development and Business and Enterprise seats keep growing; seats are bought under enterprise contracts. [date: full date as shown (earnings call date)]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Copilot is better liked at large companies, where switching may be harder (Section 7). Timing evidence is thin; level 2 reflects enterprise procurement and rollout. [date: full date as shown]"},{"url":"https://survey.stackoverflow.co/2026/ai","date":"2026","support":"Stack Overflow 2026 survey: about two thirds of 13,144 respondents switched AI tools in the past year; 10.6% cited an organisational requirement ('tool switching' section). [date: year only (survey year; the page shows no publication date)]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Rivals Claude Code and Cursor are rated far more loved than Copilot, so the best alternative is not behind Copilot (Section 7). [date: full date as shown]"},{"url":"https://docs.github.com/en/copilot/reference/ai-models/supported-models","date":"undated","support":"Copilot offers models from OpenAI, Anthropic, Google, xAI, Moonshot and Microsoft, so rivals have no model advantage over it; any gap is in the product, not model access. [date: page shows no date]"}]}},"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://blog.kilo.ai/p/martians-independent-benchmark-tested","date":"2026-03-05","support":"Martian's benchmark tested 13 code-review tools including GitHub Copilot, CodeRabbit, Cursor, Qodo, Greptile and Graphite. [date: full date as shown]"},{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"Company post: top five reviewers on Martian's board sit within 3.3 F1 points. [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.yipitdata.com/resources/blog/greptile-vs-coderabbit-ai-code-review-market","date":"2026-03-19","support":"YipitData: mid-market buyers rarely run more than one reviewer and move between vendors without large friction (CodeRabbit, Greptile, Qodo, Graphite, Sourcegraph). [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"Company post: a rival leads the Martian F1 table, with the next four within 1.4-3.3 points; no clear capability gap. [date: full date as shown]"}]}}}}},"openai":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"openai","rater":"a","model":"claude-opus-5-5","dachiReview":true,"ratedAt":"2026-10-23","functions":{"coding-agents":{"alternatives":{"level":2,"evidence":[{"url":"https://virtualizationreview.com/articles/2026/06/05/ai-firms-push-cloud-giants-from-leaders-quadrant-in-gartner-ai-coding-report.aspx","date":"2026-06-05","support":"Gartner's 2026 Enterprise AI Coding Agents quadrant names four Leaders (Anthropic, Cursor, GitHub, OpenAI) and four Challengers (AWS, Google, Alibaba Cloud, Cognition); besides OpenAI, three Leaders plus the strongest Challengers give several alternatives at comparable capability. [Date: full date shown.]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Survey of developers (Jan-Feb 2026): Claude Code, GitHub Copilot, Cursor and Codex are the most-used coding tools, with Gemini CLI, OpenCode and Antigravity each near 10%. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://constellationr.com/insights/news/openai-touts-broadening-codex-usage-5-million-weekly-active-users","date":"2026-06-02","support":"OpenAI says Codex is often used alongside Claude Cowork and Code, so users already hold a second tool. [Date: full date shown.]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"70% of respondents use two to four AI coding tools and 15% use five or more, so a second qualified tool is usually already in place. [Date: full date shown.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Claude Code was the most-mentioned tool and Codex fifth (about 60% of Cursor's usage), so the best alternatives are at least at parity. [Date: full date shown.]"},{"url":"https://github.com/features/copilot/plans","date":"undated","support":"GitHub Copilot sells GPT-5.x-Codex and GPT-6.1 Sol models, so OpenAI's coding models remain reachable through another tool. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"openai","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","dachiReview":true,"functions":{"coding-agents":{"alternatives":{"level":1,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Survey of 906 engineers (fielded Jan 27-Feb 17, 2026): Claude Code, Cursor, Copilot, Codex, Gemini CLI, Antigravity and OpenCode all in use; 70% run two to four tools (Sections 1-2). [date: full date as shown]"},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4.aspx","date":"2026-07-29","support":"Microsoft says GitHub Copilot has 50 million users and that 'Every major coding agent runs on the platform' (FY26 Q4 call). [date: full date as shown (earnings call date)]"},{"url":"https://cognition.com/blog/1b-run-rate","date":"2026-09-25","support":"Cognition says it crossed US$1bn annualised run-rate on 25 Sep 2026. [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://survey.stackoverflow.co/2026/ai","date":"2026","support":"Stack Overflow 2026 survey: about two thirds of 13,144 respondents switched AI tools in the past year; 10.6% cited an organisational requirement ('tool switching' section). [date: year only (survey year; the page shows no publication date)]"},{"url":"https://learn.chatgpt.com/docs/pricing","date":"undated","support":"Codex is bundled in ChatGPT Free to Enterprise plans and also runs on a plain API key, so users can trial or leave it by plan change alone. [date: page shows no date]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Codex has about 60% of Cursor's usage; Claude Code is the most used and most loved tool, so the best alternative is not behind (Sections 1, 7). [date: full date as shown]"},{"url":"https://arxiv.org/abs/2609.17394","date":"2026-09-15","support":"Top coding-agent results are close and not statistically separable at the top. [date: full date as shown]"}]}}}}},"cognition":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"cognition","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"coding-agents":{"alternatives":{"level":1,"evidence":[{"url":"https://virtualizationreview.com/articles/2026/06/05/ai-firms-push-cloud-giants-from-leaders-quadrant-in-gartner-ai-coding-report.aspx","date":"2026-06-05","support":"Gartner's 2026 Enterprise AI Coding Agents quadrant puts four Leaders (Anthropic, Cursor, GitHub, OpenAI) above Cognition, with further Challengers and niche players: six or more qualified alternatives. [Date: full date shown.]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Survey (Jan-Feb 2026): Claude Code, Copilot, Cursor and Codex lead usage; 70% of respondents already use two to four tools. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"70% of respondents use two to four AI coding tools and 15% use five or more, so a second qualified tool is usually already in place. [Date: full date shown.]"},{"url":"https://techcrunch.com/2025/08/22/coinbase-ceo-explains-why-he-fired-engineers-who-didnt-try-ai-immediately","date":"2025-08-22","support":"Coinbase bought enterprise licences for both GitHub Copilot and Cursor and asked engineers to onboard by the end of the week. [Date: full date shown.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://virtualizationreview.com/articles/2026/06/05/ai-firms-push-cloud-giants-from-leaders-quadrant-in-gartner-ai-coding-report.aspx","date":"2026-06-05","support":"Gartner places Cognition among Challengers, below Anthropic, Cursor, GitHub and OpenAI. [Date: full date shown.]"},{"url":"https://cognition.com/blog/1b-run-rate","date":"2026-09-25","support":"Cognition says it crossed $1B annualized run rate in September 2026; larger rivals such as Cursor and Copilot operate at greater scale. [Date: full date shown.]"}]}},"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/09/16/coderabbit-raises-60m-valuing-the-2-year-old-ai-code-review-startup-at-550m/","date":"2025-09-16","support":"TechCrunch names Graphite and Greptile as CodeRabbit's startup rivals and says Claude Code and Cursor also offer AI code review. [Date: full date shown.]"},{"url":"https://thenextweb.com/news/coderabbit-raised-143m-to-read-the-code-ai-wrote","date":"2026-08-13","support":"Rivals raising money include Qodo ($70m Series B), Greptile (Series A at $180m valuation) and CodeAnt AI; with CodeRabbit, Copilot and Bugbot, six or more. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://devin.ai","date":"undated","support":"Devin Review 'finds bugs and vulnerabilities before they reach production', a pull request review task that standalone review apps also perform. [Date: no date shown; undated.]"},{"url":"https://docs.coderabbit.ai/getting-started/quickstart","date":"undated","support":"CodeRabbit says setup takes about 2 minutes in two steps: sign in with the Git platform and pick repositories. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.verdict.co.uk/coderabbit-raises-143m-series-c/","date":"2026-08-13","support":"CodeRabbit counts more than 17,000 customers and over two million code reviews a week (company figures). [Date: full date shown.]"},{"url":"https://www.greptile.com","date":"undated","support":"Greptile says 'Over 22,000+ teams use Greptile' and supports GitHub and GitLab; another reviewer operates at similar scale. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"cognition","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"coding-agents":{"alternatives":{"level":1,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Survey of 906 engineers (fielded Jan 27-Feb 17, 2026): Claude Code, Cursor, Copilot, Codex, Gemini CLI, Antigravity and OpenCode all in use; 70% run two to four tools (Sections 1-2). [date: full date as shown]"},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4.aspx","date":"2026-07-29","support":"Microsoft says GitHub Copilot has 50 million users and that 'Every major coding agent runs on the platform' (FY26 Q4 call). [date: full date as shown (earnings call date)]"},{"url":"https://constellationr.com/insights/news/openai-touts-broadening-codex-usage-5-million-weekly-active-users","date":"2026-06-02","support":"OpenAI says Codex has more than 5 million weekly users (2 Jun 2026, via Constellation Research). [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://survey.stackoverflow.co/2026/ai","date":"2026","support":"Stack Overflow 2026 survey: about two thirds of 13,144 respondents switched AI tools in the past year; 10.6% cited an organisational requirement ('tool switching' section). [date: year only (survey year; the page shows no publication date)]"},{"url":"https://cognition.com/blog/1b-run-rate","date":"2026-09-25","support":"Cognition names enterprise customers (GE Aerospace, Rivian, Rohlik, Exa) but gives no customer mix or lock-in features, so the level rests on market-wide switching evidence. [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Claude Code and Cursor rank above others on love and use, so the best alternative is not behind Devin and Windsurf (Sections 1, 7). [date: full date as shown]"},{"url":"https://arxiv.org/abs/2609.17394","date":"2026-09-15","support":"Top agents' benchmark results are close; no large capability gap. [date: full date as shown]"}]}},"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://blog.kilo.ai/p/martians-independent-benchmark-tested","date":"2026-03-05","support":"Martian's benchmark tested 13 code-review tools, including CodeRabbit, Copilot, Cursor, Qodo, Graphite and Greptile. [date: full date as shown]"},{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"Company post: Devin's reviewer ranks fourth at 58.6 F1, 2.2 points behind the leader. [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://cognition.com/blog/devin-review","date":"2026-01-21","support":"Devin Review is free in early release and works on any GitHub PR via a URL swap; users equally can leave it the same way. [date: full date as shown]"},{"url":"https://www.yipitdata.com/resources/blog/greptile-vs-coderabbit-ai-code-review-market","date":"2026-03-19","support":"YipitData: switching between reviewers does occur (mainly away from Qodo toward CodeRabbit); about 10% of mid-market firms run more than one. [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"Company post: leaders are within 1.4-3.3 F1 points of each other, so rivals are not materially stronger or weaker. [date: full date as shown]"}]}}}}},"lovable":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"lovable","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"TechCrunch names Replit, Lovable, Rocket.new, Wabi and Anything as rivals of Emergent in prompt-to-app building. [Date: full date shown.]"},{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit's import page lists Lovable, Bolt, Base44, Vercel and Figma projects as sources: a crowded field of six or more builders. [Date: no date shown; undated.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit estimates four minutes to import a Lovable project, carrying code, design, backend logic and schema; Supabase data and secrets move separately. [Date: no date shown; undated.]"},{"url":"https://docs.lovable.dev/integrations/github","date":"undated","support":"Lovable projects sync two-way to GitHub; the page says you can move your project elsewhere and deploy outside Lovable. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44 passed $200M ARR in August 2026, showing rivals can scale fast. [Date: full date shown.]"},{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"Emergent reached more than $100 million run-rate in eight months, with about 150,000 paying customers. [Date: full date shown.]"},{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit imports Lovable apps with their backend logic and schema, so a rival can run the same apps. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"lovable","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://sacra.com/research/replit-passes-500m-year/","date":"2026-05-28","support":"Sacra estimates Replit at US$525m annualised in April 2026; Bolt, Vercel, Cursor and others are named rivals (T4 estimate). [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder says it passed US$200m ARR (20 Aug 2026); company statement. [date: full date as shown]"},{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"Emergent says run-rate above US$100m (company statement, 17 Feb 2026). [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://sacra.com/research/eric-simons-bolt-b2b-vibe-coding/","date":"2026-02-17","support":"Bolt's CEO says 'The switching cost is zero between all these things' and that prototyping use is not very sticky (Sacra interview; a competitor's view). [date: full date as shown]"},{"url":"https://docs.lovable.dev/integrations/github","date":"undated","support":"Lovable offers two-way sync of project code with a customer's GitHub repository, so code leaves with the user. [date: page shows no date]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://sacra.com/research/replit-passes-500m-year/","date":"2026-05-28","support":"Replit ($525m) and Lovable (about $400m in Feb 2026) are shown at similar scale and capability, so the best rival is not behind (T4). [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"A third builder, Base44, also reports $200m ARR. [date: full date as shown]"}]}}}}},"replit":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"replit","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"TechCrunch names Replit, Lovable, Rocket.new, Wabi and Anything as rivals of Emergent in prompt-to-app building. [Date: full date shown.]"},{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit's import page lists Lovable, Bolt, Base44, Vercel and Figma projects as sources: a crowded field of six or more builders. [Date: no date shown; undated.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://docs.replit.com/help/projects-and-files.md","date":"undated","support":"Replit projects can be downloaded as a zip or synced two-way with GitHub through the Git pane. [Date: no date shown; undated.]"},{"url":"https://v0.app/docs/github","date":"2026-10-22","support":"v0 can start from existing code with Import from GitHub, so a Replit app pushed to GitHub can move to a rival. [Date: the page's last-updated date, full.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable crossed $600 million annual run-rate in September 2026, a rival at comparable scale. [Date: full date shown.]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44 passed $200M ARR in August 2026. [Date: full date shown.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"replit","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Co-founder says Lovable has crossed US$600m in annual run-rate (HumanX, 24 Sep 2026); company statement. [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder says it passed US$200m ARR (20 Aug 2026); company statement. [date: full date as shown]"},{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"Emergent says run-rate above US$100m; article names Replit, Lovable, Rocket.new, Wabi and Anything as rivals. [date: full date as shown]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://sacra.com/research/product-engineering-leader-replit-churn-retention-vibe-coding","date":"2025-08-28","support":"A former Replit product leader says deployment and storage made it 'super sticky and difficult to leave' for non-technical users (interview, Q5-Q6). [date: full date as shown]"},{"url":"https://sacra.com/research/eric-simons-bolt-b2b-vibe-coding/","date":"2026-02-17","support":"Bolt's CEO says 'The switching cost is zero between all these things' and that prototyping use is not very sticky (Sacra interview; a competitor's view). [date: full date as shown]"},{"url":"https://docs.replit.com/build/import-from-base44","date":"undated","support":"Replit's own doc says importing a Base44 export takes about four minutes; code moves easily between builders but database records and secrets do not. [date: page shows no date]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable reports US$600m run-rate against Replit's estimated US$525m, so the best rival is not behind. [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44 reports US$200m ARR. [date: full date as shown]"}]}}}}},"zhipu":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"zhipu","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"coding-agents":{"alternatives":{"level":1,"evidence":[{"url":"https://www.volcengine.com/activity/codingplan","date":"undated","support":"ByteDance's Volcano Engine Ark Coding Plan offers Doubao, GLM-5.3, DeepSeek and Kimi models for Claude Code, Codex CLI, TRAE and OpenCode. [Date: no date shown; undated.]"},{"url":"https://wallstreetcn.com/articles/3781886","date":"2026-09-16","support":"When Zhipu rationed its Coding Plan, third-party deployments of open models absorbed demand it could not serve (company remarks, 16 Sep). [Date: page shows 09/16 without a year; year from its 2026 guidance.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://wallstreetcn.com/articles/3781886","date":"2026-09-16","support":"The plan was limited to 500 daily slots for months because of compute; demand flowed to third-party providers in the meantime. [Date: page shows 09/16 without a year; year from its 2026 guidance.]"},{"url":"https://www.volcengine.com/activity/codingplan","date":"undated","support":"Ark's plan works in the same coding tools (Claude Code, Codex CLI, OpenCode) and is sold monthly, quarterly or annually. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.volcengine.com/activity/codingplan","date":"undated","support":"Ark's Coding Plan includes the GLM-5.3 series itself, so Zhipu's models are available through a competing plan. [Date: no date shown; undated.]"},{"url":"https://wallstreetcn.com/articles/3781886","date":"2026-09-16","support":"Third-party deployments of open-source models served the demand Zhipu could not, indicating no capability gap. [Date: page shows 09/16 without a year; year from its 2026 guidance.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"zhipu","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"coding-agents":{"alternatives":{"level":1,"evidence":[{"url":"https://www.kimi.com/code/docs/en/third-party-tools/claude-code","date":"undated","support":"Kimi Code plugs into Claude Code by changing a base URL and key; Kimi is a direct rival to the GLM Coding Plan. [date: page shows no date]"},{"url":"https://docs.z.ai/devpack/overview","date":"undated","support":"Z.ai says the GLM plan works with 20+ agent tools, naming Claude Code, Codex and Cline, so it competes inside the same tools as other plans. [date: page shows no date]"},{"url":"https://cursor.com/docs/models","date":"undated","support":"Cursor lists models from OpenAI, Anthropic, Google, Moonshot and Z.ai, so rivals' models run in the same tools. [date: page shows no date]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.kimi.com/code/docs/en/third-party-tools/claude-code","date":"undated","support":"Moving to or from another plan in Claude Code means resetting environment variables (base URL, key, model names) and restarting; no data migration. [date: page shows no date]"},{"url":"https://survey.stackoverflow.co/2026/ai","date":"2026","support":"Stack Overflow 2026 survey: about two thirds of 13,144 respondents switched AI tools in the past year; 10.6% cited an organisational requirement ('tool switching' section). [date: year only (survey year; the page shows no publication date)]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Claude Code and Cursor dominate use and love; the best alternative is ahead of a model-subscription product (Sections 1-2, 7). [date: full date as shown]"},{"url":"https://arxiv.org/abs/2609.17394","date":"2026-09-15","support":"Top agents are close; scaffold choice matters more than model gaps. [date: full date as shown]"}]}}}}},"alphabet":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"alphabet","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"coding-agents":{"alternatives":{"level":1,"evidence":[{"url":"https://virtualizationreview.com/articles/2026/06/05/ai-firms-push-cloud-giants-from-leaders-quadrant-in-gartner-ai-coding-report.aspx","date":"2026-06-05","support":"Gartner's 2026 Enterprise AI Coding Agents quadrant puts four Leaders (Anthropic, Cursor, GitHub, OpenAI) above Google, with further Challengers and niche players: six or more qualified alternatives. [Date: full date shown.]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Survey (Jan-Feb 2026): Claude Code, Copilot, Cursor and Codex lead usage; 70% of respondents already use two to four tools. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://techinformed.com/google-ends-gemini-code-assist-sales-sets-renewal-deadlines/","date":"2026-10-16","support":"Google stopped new Gemini Code Assist sales on 9 October 2026 and points buyers to Antigravity; monthly subscriptions renew month by month. [Date: full date shown.]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"70% of respondents use two to four AI coding tools and 15% use five or more, so a second qualified tool is usually already in place. [Date: full date shown.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://virtualizationreview.com/articles/2026/06/05/ai-firms-push-cloud-giants-from-leaders-quadrant-in-gartner-ai-coding-report.aspx","date":"2026-06-05","support":"Gartner places Google among Challengers, below four Leaders, so the best alternatives exceed Google's coding tools. [Date: full date shown.]"},{"url":"https://github.com/features/copilot/plans","date":"undated","support":"Gemini models are also sold inside GitHub Copilot, so the underlying models stay available elsewhere. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"alphabet","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"coding-agents":{"alternatives":{"level":1,"evidence":[{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Survey of 906 engineers (fielded Jan 27-Feb 17, 2026): Claude Code, Cursor, Copilot, Codex, Gemini CLI, Antigravity and OpenCode all in use; 70% run two to four tools (Sections 1-2). [date: full date as shown]"},{"url":"https://cognition.com/blog/1b-run-rate","date":"2026-09-25","support":"Cognition says it crossed US$1bn in annualised run-rate revenue on 25 Sep 2026, a Devin and Windsurf business at scale. [date: full date as shown]"},{"url":"https://constellationr.com/insights/news/openai-touts-broadening-codex-usage-5-million-weekly-active-users","date":"2026-06-02","support":"Codex has more than 5 million weekly users (OpenAI, via Constellation, 2 Jun 2026) against Antigravity's 2.4 million. [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://survey.stackoverflow.co/2026/ai","date":"2026","support":"Stack Overflow 2026 survey: about two thirds of 13,144 respondents switched AI tools in the past year; 10.6% cited an organisational requirement ('tool switching' section). [date: year only (survey year; the page shows no publication date)]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Gemini CLI and Antigravity are used by about 10% of respondents each, and 70% run two to four tools, so Google's tool is usually one of several (Section 2). [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://s206.q4cdn.com/479360582/files/doc_events/2026/Jul/22/2026_Q2_Earnings_Transcript.pdf","date":"2026-07-22","support":"CEO Sundar Pichai says coding and agentic coding is an area Google 'need to improve'; an analyst asked how Google will close the coding gap. [date: full date as shown (earnings call date)]"},{"url":"https://newsletter.pragmaticengineer.com/p/ai-tooling-2026","date":"2026-03-03","support":"Gemini CLI and Antigravity are used by about 10% of respondents each, far behind Claude Code and Cursor (Section 2). [date: full date as shown]"}]}}}}},"wix":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"wix","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"TechCrunch names Replit, Lovable, Rocket.new, Wabi and Anything as rivals of Emergent in prompt-to-app building. [Date: full date shown.]"},{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit's import page lists Lovable, Bolt, Base44, Vercel and Figma projects as sources: a crowded field of six or more builders. [Date: no date shown; undated.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://docs.replit.com/build/import-from-base44","date":"undated","support":"Base44 projects export to GitHub and import into Replit in an estimated four minutes, with code, backend logic and schema. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable's $600 million run-rate is about three times Base44's, so a larger rival exists. [Date: full date shown.]"},{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"Emergent reached more than $100 million run-rate in eight months. [Date: full date shown.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"wix","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable reports US$600m run-rate (24 Sep 2026); company statement. [date: full date as shown]"},{"url":"https://sacra.com/research/replit-passes-500m-year/","date":"2026-05-28","support":"Sacra estimates Replit at US$525m annualised in April 2026 (T4). [date: full date as shown]"},{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"Emergent says run-rate above US$100m; names Replit, Lovable, Rocket.new, Wabi, Anything. [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://docs.replit.com/build/import-from-base44","date":"undated","support":"Replit documents importing a Base44 export from GitHub in about four minutes; database records are not migrated and secrets are re-added by hand. [date: page shows no date]"},{"url":"https://sacra.com/research/eric-simons-bolt-b2b-vibe-coding/","date":"2026-02-17","support":"Bolt's CEO says 'The switching cost is zero between all these things' and that prototyping use is not very sticky (Sacra interview; a competitor's view). [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable at US$600m is larger than Base44's US$200m; rivals are not behind. [date: full date as shown]"},{"url":"https://sacra.com/research/replit-passes-500m-year/","date":"2026-05-28","support":"Replit is estimated at US$525m. [date: full date as shown]"}]}}}}},"amazon":{},"factory":{},"vercel":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"vercel","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"TechCrunch names Replit, Lovable, Rocket.new, Wabi and Anything as rivals of Emergent in prompt-to-app building. [Date: full date shown.]"},{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit's import page lists Lovable, Bolt, Base44, Vercel and Figma projects as sources: a crowded field of six or more builders. [Date: no date shown; undated.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://v0.app/docs/github","date":"2026-10-22","support":"v0 creates a private GitHub repository and pushes the project's code to it. [Date: the page's last-updated date, full.]"},{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit estimates three minutes to import a Vercel project's GitHub repository. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable says it crossed $600 million annual run-rate revenue in September 2026, up from about $500 million in June. [Date: full date shown.]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder wrote 'We just blew past $200M ARR at Base44' (20 August 2026). [Date: full date shown.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"vercel","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Co-founder says Lovable has crossed US$600m in annual run-rate (HumanX, 24 Sep 2026); company statement. [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder says it passed US$200m ARR (20 Aug 2026); company statement. [date: full date as shown]"},{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"Emergent says run-rate above US$100m; article names Replit, Lovable, Rocket.new, Wabi and Anything as rivals. [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://v0.app/docs/faqs","date":"2026-03-17","support":"v0's FAQ says you can still export code and deploy elsewhere; bi-directional GitHub sync is offered. [date: full date as shown]"},{"url":"https://sacra.com/research/eric-simons-bolt-b2b-vibe-coding/","date":"2026-02-17","support":"Bolt's CEO says 'The switching cost is zero between all these things' and that prototyping use is not very sticky (Sacra interview; a competitor's view). [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable reports US$600m run-rate; Replit and Base44 operate at similar scale, so rivals are not behind v0. [date: full date as shown]"},{"url":"https://sacra.com/research/vercel","date":"undated","support":"Sacra names Bolt, Lovable, Replit and AI IDEs (Copilot, Cursor, Windsurf) as overlapping rivals of v0. [date: page shows no date]"}]}}}}},"emergent":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"emergent","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"TechCrunch names Replit, Lovable, Rocket.new, Wabi and Anything as Emergent's rivals. [Date: full date shown.]"},{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit's import page lists Lovable, Bolt, Base44, Vercel and Figma projects as sources: a crowded field of six or more builders. [Date: no date shown; undated.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://emergent.sh/pricing","date":"undated","support":"Emergent's paid plans include GitHub integration, so app code can leave the platform. [Date: no date shown; undated.]"},{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit estimates two minutes to import a GitHub repository. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable says it crossed $600 million annual run-rate revenue in September 2026, up from about $500 million in June. [Date: full date shown.]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder wrote 'We just blew past $200M ARR at Base44' (20 August 2026). [Date: full date shown.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"emergent","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable reports US$600m run-rate (24 Sep 2026). [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder says it passed US$200m ARR (20 Aug 2026). [date: full date as shown]"},{"url":"https://sacra.com/research/replit-passes-500m-year/","date":"2026-05-28","support":"Sacra estimates Replit at US$525m annualised (April 2026). [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://sacra.com/research/eric-simons-bolt-b2b-vibe-coding/","date":"2026-02-17","support":"Bolt's CEO says 'The switching cost is zero between all these things' and that prototyping use is not very sticky (Sacra interview; a competitor's view). [date: full date as shown]"},{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"Emergent says about 70% of its users have no prior coding experience and 150,000 pay; evidence on lock-in is thin, so level follows the market-wide pattern. [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable and Replit run at several times Emergent's scale; no rival is behind it. [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44 reports US$200m ARR. [date: full date as shown]"}]}}}}},"jetbrains":{},"stackblitz":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"stackblitz","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"TechCrunch names Replit, Lovable, Rocket.new, Wabi and Anything as rivals of Emergent in prompt-to-app building. [Date: full date shown.]"},{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit's import page lists Lovable, Bolt, Base44, Vercel and Figma projects as sources: a crowded field of six or more builders. [Date: no date shown; undated.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit estimates four minutes to import a Bolt project (Vite + React apps), carrying code, design and backend logic. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable says it crossed $600 million annual run-rate revenue in September 2026, up from about $500 million in June. [Date: full date shown.]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder wrote 'We just blew past $200M ARR at Base44' (20 August 2026). [Date: full date shown.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"stackblitz","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Co-founder says Lovable has crossed US$600m in annual run-rate (HumanX, 24 Sep 2026); company statement. [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder says it passed US$200m ARR (20 Aug 2026); company statement. [date: full date as shown]"},{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"Emergent says run-rate above US$100m; article names Replit, Lovable, Rocket.new, Wabi and Anything as rivals. [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://sacra.com/research/eric-simons-bolt-b2b-vibe-coding/","date":"2026-02-17","support":"Bolt's CEO says 'The switching cost is zero between all these things' and that prototyping use is not very sticky (Sacra interview; a competitor's view). [date: full date as shown]"},{"url":"https://sacra.com/research/eric-simons-bolt-b2b-vibe-coding/","date":"2026-02-17","support":"Same interview: consumer and prosumer users churned heavily, so Bolt is moving to B2B, where enterprise is about a quarter of revenue. [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable reports US$600m run-rate, Replit about US$525m: larger rivals at equal or higher capability. [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44 reports US$200m ARR. [date: full date as shown]"}]}}}}},"minimax":{},"alibaba":{},"warp":{},"tricentis":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"tricentis","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.executivebiz.com/articles/tricentis-idc-automated-software-quality-market-share-2025","date":"2026-08-05","support":"IDC ranked Tricentis first among the top 20 automated software quality vendors with only 6.9% of 2025 revenue: a fragmented field. [Date: full date shown.]"},{"url":"https://www.opentext.com/about/press-releases/opentext-recognized-as-a-leader-in-the-2025-gartner-magic-quadrant-for-ai-augmented-software-testing-tools","date":"2025-10-13","support":"OpenText was also named a Leader in Gartner's 2025 Magic Quadrant for AI-Augmented Software Testing Tools. [Date: full date shown.]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://katalon.com/resources-center/blog/migrate-from-tricentis-to-katalon","date":"2026-06-08","support":"A competitor's guide estimates about 4-5 months for a typical enterprise migration off Tosca; Tosca test cases cannot be imported. [Date: full date shown.]"},{"url":"https://sdtimes.com/ai/tricentis-acquires-tabnine-to-further-scale-agentic-quality-engineering-for-the-enterprise/","date":"2026-07-31","support":"Tricentis ties its testing agents to an enterprise context engine from Tabnine, deepening integration with customer systems. 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[Date: full date shown.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"tricentis","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://blogs.opentext.com/opentext-named-a-leader-in-the-2025-gartner-magic-quadrant-for-ai-augmented-software-testing-tools/","date":"2025-10-09","support":"Gartner published a 2025 Magic Quadrant for AI-augmented software testing tools with several Leaders (OpenText and Keysight say they were named); report dated 6 Oct 2025. [date: full date as shown]"},{"url":"https://katalon.com/resources-center/blog/migrate-from-tricentis-to-katalon","date":"2026-06-08","support":"Katalon, a rival, markets a Tosca migration path and its own AI test agents (8 Jun 2026). [date: full date as shown]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://katalon.com/resources-center/blog/migrate-from-tricentis-to-katalon","date":"2026-06-08","support":"A rival says a typical enterprise Tosca migration takes about 4-5 months; Tosca modules cannot be imported (company claim). [date: full date as shown]"},{"url":"https://erp.today/tricentis-acquires-tabnine-ai-testing-agents-enterprise-context/","date":"2026-07-30","support":"Tricentis is consolidating coding context, test automation and performance into one platform; buyers are warned renewals can lock them in. [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://blogs.opentext.com/opentext-named-a-leader-in-the-2025-gartner-magic-quadrant-for-ai-augmented-software-testing-tools/","date":"2025-10-09","support":"Gartner's 2025 quadrant names other Leaders, so alternatives offer comparable AI-augmented testing. [date: full date as shown]"},{"url":"https://katalon.com/resources-center/blog/migrate-from-tricentis-to-katalon","date":"2026-06-08","support":"Rival Katalon offers test-generation agents to speed Tosca re-implementation. [date: full date as shown]"}]}}}}},"moonshot":{},"coderabbit":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"coderabbit","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/09/16/coderabbit-raises-60m-valuing-the-2-year-old-ai-code-review-startup-at-550m/","date":"2025-09-16","support":"TechCrunch names Graphite and Greptile as CodeRabbit's startup rivals and says Claude Code and Cursor also offer AI code review. 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[Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.greptile.com","date":"undated","support":"Greptile says over 22,000 teams use it, comparable to CodeRabbit's 17,000+ customers. [Date: no date shown; undated.]"},{"url":"https://www.qodo.ai","date":"undated","support":"Qodo claims the highest F1-score on an AI code review benchmark (company claim), so rivals at least approach parity. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"coderabbit","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://blog.kilo.ai/p/martians-independent-benchmark-tested","date":"2026-03-05","support":"Martian's benchmark tested 13 code-review tools, including CodeRabbit, Copilot, Cursor, Gemini Code Assist, Augment, Qodo, Graphite, Greptile. [date: full date as shown]"},{"url":"https://www.infoq.com/news/2026/04/claude-code-review/","date":"2026-04-17","support":"Anthropic's multi-agent Code Review is another entrant alongside Copilot and CodeRabbit (17 Apr 2026). [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://sacra.com/c/coderabbit/","date":"undated","support":"Sacra says CodeRabbit's integrations work inside existing developer tools, which reduces switching costs; Copilot is called its biggest threat. [date: page shows no date]"},{"url":"https://www.yipitdata.com/resources/blog/greptile-vs-coderabbit-ai-code-review-market","date":"2026-03-19","support":"YipitData: Greptile's customers never used CodeRabbit; some move from Qodo to CodeRabbit; mid-market ACV about US$6.7K. [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"Company post: CodeRabbit scores 57.5 F1 against Greptile's 60.8, a 3.3-point gap; rivals are not behind. [date: full date as shown]"}]}}}}},"gitlab":{},"retool":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"retool","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://blog.tooljet.com/migrate-from-retool-to-open-source-alternatives/","date":"2026-02-24","support":"ToolJet's guide names ToolJet, Appsmith, Budibase, Directus and Mendix as alternatives to Retool (competitor's guide). 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[Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"retool","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://designrevision.com/blog/retool-alternative.md","date":"2026","support":"A rival's page names seven alternatives (Appsmith, Budibase, ToolJet, Windmill, DronaHQ, Superblocks, Forge); its claims are a rival's. [date: year only, from the page title]"},{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable reports US$600m run-rate for prompt-built apps, a further class of substitute. [date: full date as shown]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://designrevision.com/blog/retool-alternative.md","date":"2026","support":"A rival claims Retool apps are proprietary JSON that cannot be exported as portable code, so a move means rebuilding the tools (a rival's claim, unconfirmed by Retool). [date: year only, from the page title]"},{"url":"https://retool.com/ai-app-generation","date":"undated","support":"Retool says apps deploy to its cloud or the customer's own VPC; the page says nothing on exporting code. [date: page shows no date]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://designrevision.com/blog/retool-alternative.md","date":"2026","support":"Seven alternatives are named, several self-hostable; none is shown as less capable at scale. [date: year only, from the page title]"},{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable (US$600m run-rate) and Replit are larger AI builders. [date: full date as shown]"}]}}}}},"atlassian":{},"figma":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"figma","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"TechCrunch names Replit, Lovable, Rocket.new, Wabi and Anything as rivals of Emergent in prompt-to-app building. 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[Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable says it crossed $600 million annual run-rate revenue in September 2026, up from about $500 million in June. [Date: full date shown.]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder wrote 'We just blew past $200M ARR at Base44' (20 August 2026). [Date: full date shown.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"figma","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Co-founder says Lovable has crossed US$600m in annual run-rate (HumanX, 24 Sep 2026); company statement. [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder says it passed US$200m ARR (20 Aug 2026); company statement. [date: full date as shown]"},{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"Emergent says run-rate above US$100m; article names Replit, Lovable, Rocket.new, Wabi and Anything as rivals. [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://forum.figma.com/suggest-a-feature-11/need-a-way-to-export-figma-make-and-make-it-run-locally-43659","date":"2025-08-07","support":"A user reports a Make export gave source files but not config files, so rebuilding takes work; the rater judges prompts can recreate such apps in another builder. Thin evidence. [date: full date as shown]"},{"url":"https://sacra.com/research/eric-simons-bolt-b2b-vibe-coding/","date":"2026-02-17","support":"Bolt's CEO says 'The switching cost is zero between all these things' and that prototyping use is not very sticky (Sacra interview; a competitor's view). [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable (US$600m) and Replit (about US$525m) are larger specialist builders; Figma Make is not ahead of them. [date: full date as shown]"},{"url":"https://sacra.com/research/eric-simons-bolt-b2b-vibe-coding/","date":"2026-02-17","support":"Bolt's CEO says Figma Make is adding pressure on the B2B side (Sacra interview; a competitor's view). [date: full date as shown]"}]}}}}},"amp":{},"bytedance":{},"mistral":{},"sonarsource":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"sonarsource","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/09/16/coderabbit-raises-60m-valuing-the-2-year-old-ai-code-review-startup-at-550m/","date":"2025-09-16","support":"TechCrunch names Graphite and Greptile as CodeRabbit's startup rivals and says Claude Code and Cursor also offer AI code review. [Date: full date shown.]"},{"url":"https://thenextweb.com/news/coderabbit-raised-143m-to-read-the-code-ai-wrote","date":"2026-08-13","support":"Rivals raising money include Qodo ($70m Series B), Greptile (Series A at $180m valuation) and CodeAnt AI; with CodeRabbit, Copilot and Bugbot, six or more. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://help.aikido.dev/workflows-and-guides/migrating-from-sonarqube-to-aikido","date":"undated","support":"A competitor's migration checklist replaces Sonar quality gate checks with its own PR gating, optionally running both for a short validation window. [Date: no date shown; undated.]"},{"url":"https://siliconangle.com/2026/05/21/ai-code-quality-startup-sonar-buys-ai-code-review-startup-gitar/","date":"2026-05-21","support":"Sonar bought Gitar, an AI PR reviewer, in May 2026; such reviewers install on the Git host like rival review apps. [Date: full date shown.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.verdict.co.uk/coderabbit-raises-143m-series-c/","date":"2026-08-13","support":"CodeRabbit counts more than 17,000 customers and over two million code reviews a week (company figures). [Date: full date shown.]"},{"url":"https://www.sonarsource.com","date":"undated","support":"Gitar reviews and fixes PRs until CI passes, the same task CodeRabbit, Qodo and Greptile sell. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"sonarsource","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://blog.kilo.ai/p/martians-independent-benchmark-tested","date":"2026-03-05","support":"Martian's benchmark tested 13 code-review tools, including CodeRabbit, Copilot, Cursor, Gemini Code Assist, Augment, Qodo, Graphite, Greptile. [date: full date as shown]"},{"url":"https://www.infoq.com/news/2026/04/claude-code-review/","date":"2026-04-17","support":"Anthropic's multi-agent Code Review is another entrant alongside Copilot and CodeRabbit (17 Apr 2026). [date: full date as shown]"},{"url":"https://www.blackduck.com/resources/analyst-reports/gartner-magic-quadrant-appsec.html","date":"2025-10-06","support":"Gartner's 2025 quadrant for application security testing evaluated 16 vendors, a wide field for code-quality and security checks. [date: full date as shown]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sonarsource.com/customer-stories/xero/","date":"undated","support":"Xero onboarded about 3,000 repositories to a Sonar service in Feb 2025 and kept its old server about nine months in parallel; large estates take months to move (Sonar-to-Sonar, an analogue). [date: page shows no date]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"Company post: AI review rivals are within 1.4-3.3 F1 points of each other; none is far ahead. [date: full date as shown]"},{"url":"https://blog.kilo.ai/p/martians-independent-benchmark-tested","date":"2026-03-05","support":"Multiple AI reviewers were benchmarked against each other by Martian. [date: full date as shown]"}]}}}}},"harness":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"harness","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.harness.io","date":"undated","support":"Harness's Software Delivery Agent reviews PRs, selects tests and verifies canaries; PR review and test selection are also sold by standalone tools. [Date: no date shown; undated.]"},{"url":"https://techcrunch.com/2025/09/16/coderabbit-raises-60m-valuing-the-2-year-old-ai-code-review-startup-at-550m/","date":"2025-09-16","support":"TechCrunch names Graphite and Greptile as CodeRabbit's startup rivals and says Claude Code and Cursor also offer AI code review. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://docs.coderabbit.ai/getting-started/quickstart","date":"undated","support":"CodeRabbit says setup takes about 2 minutes in two steps: sign in with the Git platform and pick repositories. [Date: no date shown; undated.]"},{"url":"https://www.harness.io","date":"undated","support":"Release checks run inside Harness pipelines, so replacing those parts follows a pipeline change; thin evidence on duration. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.verdict.co.uk/coderabbit-raises-143m-series-c/","date":"2026-08-13","support":"CodeRabbit counts more than 17,000 customers and over two million code reviews a week (company figures). [Date: full date shown.]"},{"url":"https://www.qodo.ai","date":"undated","support":"Qodo offers multi-agent PR review with a context engine and cross-repo review, matching the review step Harness bundles. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"harness","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://blog.kilo.ai/p/martians-independent-benchmark-tested","date":"2026-03-05","support":"Martian's benchmark tested 13 code-review tools including CodeRabbit, Copilot, Cursor, Qodo, Graphite, Greptile. [date: full date as shown]"},{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"Company post: top five reviewers sit within 3.3 F1 points. [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://pulse2.com/harness-acquires-select-augment-code-assets/","date":"2026-10-08","support":"Harness's review agents (Deep Reviewer, PR Fixer) arrive via an 8 Oct 2026 asset purchase and plug into its delivery platform; evidence on lock-in is thin, so replaceability is judged from the reviewer market's easy installs. [date: full date as shown]"},{"url":"https://www.yipitdata.com/resources/blog/greptile-vs-coderabbit-ai-code-review-market","date":"2026-03-19","support":"YipitData: reviewers install through existing GitHub flows; buyers rarely run more than one. [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"Company post: mature reviewers cluster within 1.4-3.3 F1 points; Harness's agents are newly launched, so rivals are not behind. [date: full date as shown]"}]}}}}},"snyk":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"snyk","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.blackduck.com/resources/analyst-reports/gartner-magic-quadrant-appsec.html","date":"undated","support":"Gartner's 2025 Magic Quadrant for Application Security Testing (report dated 6 Oct 2025) evaluated 16 vendors. [Date: no date shown; undated.]"},{"url":"https://docs.github.com/en/code-security/code-scanning/managing-code-scanning-alerts/responsible-use-autofix-code-scanning","date":"undated","support":"GitHub's Copilot Autofix generates fixes for CodeQL alerts and is on by default for CodeQL repositories. [Date: no date shown; undated.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://semgrep.dev/shift-from-snyk","date":"undated","support":"Semgrep says teams leaving Snyk get full coverage in hours or days, and it covers contract overlap (competitor claim). [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://docs.github.com/en/code-security/code-scanning/managing-code-scanning-alerts/responsible-use-autofix-code-scanning","date":"undated","support":"Copilot Autofix covers C#, C/C++, Go, Java/Kotlin, Swift, JavaScript/TypeScript, Python, Ruby and Rust. [Date: no date shown; undated.]"},{"url":"https://www.blackduck.com/resources/analyst-reports/gartner-magic-quadrant-appsec.html","date":"undated","support":"Black Duck reports placing highest on Ability to Execute among 16 evaluated vendors, so rivals at least match Snyk on execution. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"snyk","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.blackduck.com/resources/analyst-reports/gartner-magic-quadrant-appsec.html","date":"2025-10-06","support":"Gartner's 2025 quadrant for application security testing evaluated 16 vendors; Black Duck, Checkmarx and OpenText are Leaders (6 Oct 2025). [date: full date as shown]"},{"url":"https://ssojet.com/security-vendors/snyk-alternatives/","date":"2026-05-20","support":"A rival list names six Snyk alternatives (Semgrep, Endor Labs, GitHub Advanced Security, Checkmarx One, Veracode, SonarQube). [date: last-reviewed date as shown]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://ssojet.com/security-vendors/snyk-alternatives/","date":"2026-05-20","support":"Friction rated low for Semgrep, Endor Labs and GitHub Advanced Security but medium to high for Checkmarx One and Veracode; no timeline given. [date: last-reviewed date as shown]"},{"url":"https://www.sonarsource.com/customer-stories/xero/","date":"undated","support":"At enterprise scale, moving about 3,000 repositories between code-analysis services took months with parallel running (a Sonar-to-Sonar analogue). [date: page shows no date]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://ssojet.com/security-vendors/snyk-alternatives/","date":"2026-05-20","support":"Several alternatives are rated low friction replacements, i.e. none lacks key capability. [date: last-reviewed date as shown]"},{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"AI review quality across leading tools differs by only a few F1 points (company post). [date: full date as shown]"}]}}}}},"baidu":{},"kilo-code":{},"bubble":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"bubble","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"TechCrunch names Replit, Lovable, Rocket.new, Wabi and Anything as rivals of Emergent in prompt-to-app building. [Date: full date shown.]"},{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit's import page lists Lovable, Bolt, Base44, Vercel and Figma projects as sources: a crowded field of six or more builders. [Date: no date shown; undated.]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://bubble.io/support/en/articles/8525080-can-i-export-my-bubble-application","date":"2026-07-29","support":"Bubble says it does not support self-hosting or code exports; JSON export only imports into another Bubble app, data exports as CSV. Apps must be rebuilt; duration not documented. [Date: full date shown.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable says it crossed $600 million annual run-rate revenue in September 2026, up from about $500 million in June. [Date: full date shown.]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder wrote 'We just blew past $200M ARR at Base44' (20 August 2026). [Date: full date shown.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"bubble","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Co-founder says Lovable has crossed US$600m in annual run-rate (HumanX, 24 Sep 2026); company statement. [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder says it passed US$200m ARR (20 Aug 2026); company statement. [date: full date as shown]"},{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"Emergent says run-rate above US$100m; article names Replit, Lovable, Rocket.new, Wabi and Anything as rivals. [date: full date as shown]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://forum.bubble.io/t/migration-of-code-data-out-of-bubble/1126","date":"2026-08-14","support":"Bubble staff say apps run only on Bubble with no code export (Jan 2016); in Aug 2026 a migration firm says leaving is 'not a one-click job' with data the hard part. [date: date of the dated 2026 posts quoted; the thread runs 2016-2026]"},{"url":"https://sacra.com/research/eric-simons-bolt-b2b-vibe-coding/","date":"2026-02-17","support":"Bolt's CEO says 'The switching cost is zero between all these things' and that prototyping use is not very sticky (Sacra interview; a competitor's view). [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable reports US$600m run-rate; AI builders match Bubble for new apps. [date: full date as shown]"},{"url":"https://sacra.com/research/replit-passes-500m-year/","date":"2026-05-28","support":"Replit estimated at US$525m annualised (April 2026). [date: full date as shown]"}]}}}}},"browserstack":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"browserstack","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.testmuai.com/","date":"undated","support":"TestMu AI (formerly LambdaTest) sells the KaneAI test agent, a real-device cloud and HyperExecute to 18K+ enterprises. [Date: no date shown; undated.]"},{"url":"https://www.opentext.com/about/press-releases/opentext-recognized-as-a-leader-in-the-2025-gartner-magic-quadrant-for-ai-augmented-software-testing-tools","date":"2025-10-13","support":"OpenText is a Leader in Gartner's 2025 quadrant for AI-augmented testing, one of several vendors. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.testmuai.com/support/docs/browserstack-to-kaneai-migration-guide/","date":"undated","support":"Selenium, Playwright and Appium scripts move by updating credentials, endpoint and capabilities; KaneAI flows are re-created, not imported. Metadata shows 2026-10-19 modification. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.testmuai.com/","date":"undated","support":"TestMu AI cites 50,000+ real devices and 3,000+ browser combinations. [Date: no date shown; undated.]"},{"url":"https://www.browserstack.com","date":"undated","support":"BrowserStack cites 30,000-35,000+ real devices and 50,000+ customers: the rival is at comparable scale. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"browserstack","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://bug0.com/knowledge-base/alternatives-to-browserstack","date":"2026-04-01","support":"A rival lists eight alternatives to BrowserStack, including TestMu AI (LambdaTest), Sauce Labs, TestingBot and open-source Selenium grids. [date: last-updated date as shown]"},{"url":"https://www.lambdatest.com/support/docs/browserstack-to-lambdatest-migration-guide/","date":"2026-09-29","support":"TestMu AI publishes guides for migrating from BrowserStack and Sauce Labs. [date: last-updated date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.lambdatest.com/support/docs/browserstack-to-lambdatest-migration-guide/","date":"2026-09-29","support":"Rival's guide: moving Selenium tests needs a new hub URL, credentials and capability block, described as 'a few small updates'; no estimate (company doc). [date: last-updated date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.lambdatest.com/support/docs/browserstack-to-lambdatest-migration-guide/","date":"2026-09-29","support":"TestMu AI documents moves of both Selenium and Appium suites, so a rival covers the same test types (company docs). [date: last-updated date as shown]"},{"url":"https://bug0.com/knowledge-base/alternatives-to-browserstack","date":"2026-04-01","support":"Eight named alternatives, so no single capability gap. [date: last-updated date as shown]"}]}}}}},"qodo":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"qodo","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/09/16/coderabbit-raises-60m-valuing-the-2-year-old-ai-code-review-startup-at-550m/","date":"2025-09-16","support":"TechCrunch names Graphite and Greptile as CodeRabbit's startup rivals and says Claude Code and Cursor also offer AI code review. [Date: full date shown.]"},{"url":"https://thenextweb.com/news/coderabbit-raised-143m-to-read-the-code-ai-wrote","date":"2026-08-13","support":"Rivals raising money include Qodo ($70m Series B), Greptile (Series A at $180m valuation) and CodeAnt AI; with CodeRabbit, Copilot and Bugbot, six or more. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://docs.coderabbit.ai/getting-started/quickstart","date":"undated","support":"CodeRabbit says setup takes about 2 minutes in two steps: sign in with the Git platform and pick repositories. [Date: no date shown; undated.]"},{"url":"https://www.qodo.ai","date":"undated","support":"Qodo says PR review setup takes minutes per repo with no platform migration, across GitHub, GitLab, Bitbucket and Azure DevOps. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.verdict.co.uk/coderabbit-raises-143m-series-c/","date":"2026-08-13","support":"CodeRabbit counts more than 17,000 customers and over two million code reviews a week (company figures). [Date: full date shown.]"},{"url":"https://www.greptile.com","date":"undated","support":"Greptile says 'Over 22,000+ teams use Greptile' and supports GitHub and GitLab; another reviewer operates at similar scale. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"qodo","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://blog.kilo.ai/p/martians-independent-benchmark-tested","date":"2026-03-05","support":"Martian's benchmark tested 13 code-review tools, including CodeRabbit, Copilot, Cursor, Gemini Code Assist, Augment, Qodo, Graphite, Greptile. [date: full date as shown]"},{"url":"https://www.infoq.com/news/2026/04/claude-code-review/","date":"2026-04-17","support":"Anthropic's multi-agent Code Review is another entrant alongside Copilot and CodeRabbit (17 Apr 2026). [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.yipitdata.com/resources/blog/greptile-vs-coderabbit-ai-code-review-market","date":"2026-03-19","support":"YipitData: when switching happens it moves away from Qodo toward CodeRabbit, so leaving is easy; mid-market firms rarely run two tools. [date: full date as shown]"},{"url":"https://blog.kilo.ai/p/martians-independent-benchmark-tested","date":"2026-03-05","support":"Qodo is one of the 13 interchangeable tools in Martian's benchmark. [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"Company post: top five reviewers sit within 3.3 F1 points; Qodo is not shown ahead. [date: full date as shown]"}]}}}}},"cline":{},"tencent":{},"smartbear":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"smartbear","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.browserstack.com","date":"undated","support":"BrowserStack sells 20+ AI test agents to 50,000+ customers. [Date: no date shown; undated.]"},{"url":"https://www.testmuai.com/","date":"undated","support":"TestMu AI sells the KaneAI autonomous test-authoring agent to 18K+ enterprises. [Date: no date shown; undated.]"},{"url":"https://www.executivebiz.com/articles/tricentis-idc-automated-software-quality-market-share-2025","date":"2026-08-05","support":"IDC counts a top 20 of automated software quality vendors, led by Tricentis with 6.9%. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://smartbear.com","date":"undated","support":"BearQ's agents explore and test the application continuously, so there is little test code to port; thin evidence on duration. [Date: no date shown; undated.]"},{"url":"https://www.testmuai.com/support/docs/browserstack-to-kaneai-migration-guide/","date":"undated","support":"Rival agents re-create flows rather than import them; scripts move by changing endpoint and credentials. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.browserstack.com","date":"undated","support":"BrowserStack offers test generation, self-healing and failure analysis agents at larger scale. [Date: no date shown; undated.]"},{"url":"https://www.testmuai.com/","date":"undated","support":"TestMu AI's KaneAI plans tests from text, diffs, tickets and docs. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"smartbear","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://blogs.opentext.com/opentext-named-a-leader-in-the-2025-gartner-magic-quadrant-for-ai-augmented-software-testing-tools/","date":"2025-10-09","support":"Gartner's 2025 quadrant for AI-augmented testing tools lists several Leaders; published 6 Oct 2025. [date: full date as shown]"},{"url":"https://katalon.com/resources-center/blog/migrate-from-tricentis-to-katalon","date":"2026-06-08","support":"Katalon, a rival, sells AI test agents and a Tosca migration path. [date: full date as shown]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://katalon.com/resources-center/blog/migrate-from-tricentis-to-katalon","date":"2026-06-08","support":"Analogue only: a rival says a typical enterprise move off Tosca takes 4-5 months and proprietary test assets must be rebuilt. No SmartBear-specific timeline found; evidence thin. [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://blogs.opentext.com/opentext-named-a-leader-in-the-2025-gartner-magic-quadrant-for-ai-augmented-software-testing-tools/","date":"2025-10-09","support":"Several vendors offer comparable AI-augmented testing, so no rival lacks capability. [date: full date as shown]"}]}}}}},"builder-io":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"builder-io","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"TechCrunch names Replit, Lovable, Rocket.new, Wabi and Anything as rivals of Emergent in prompt-to-app building. [Date: full date shown.]"},{"url":"https://docs.replit.com/build/import-from-providers","date":"undated","support":"Replit's import page lists Lovable, Bolt, Base44, Vercel and Figma projects as sources: a crowded field of six or more builders. [Date: no date shown; undated.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.builder.io","date":"undated","support":"Builder.io works with any existing repo and ships changes as pull requests, so the output already sits in the customer's codebase. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://v0.app/docs/github","date":"2026-10-22","support":"v0 can also start from an existing GitHub repository and open pull requests, the same workflow. [Date: the page's last-updated date, full.]"},{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable says it crossed $600 million annual run-rate revenue in September 2026, up from about $500 million in June. [Date: full date shown.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"builder-io","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"app-builders":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Co-founder says Lovable has crossed US$600m in annual run-rate (HumanX, 24 Sep 2026); company statement. [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44's founder says it passed US$200m ARR (20 Aug 2026); company statement. [date: full date as shown]"},{"url":"https://techcrunch.com/2026/02/17/emergent-hits-100m-arr-eight-months-after-launch-rolls-out-mobile-app","date":"2026-02-17","support":"Emergent says run-rate above US$100m; article names Replit, Lovable, Rocket.new, Wabi and Anything as rivals. [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.builder.io/c/docs/get-started-fusion","date":"undated","support":"Builder Code projects connect to the customer's GitHub, GitLab, Azure or Bitbucket repo and send changes as pull requests, so the code stays with the customer. [date: page shows no date]"},{"url":"https://sacra.com/research/eric-simons-bolt-b2b-vibe-coding/","date":"2026-02-17","support":"Bolt's CEO says 'The switching cost is zero between all these things' and that prototyping use is not very sticky (Sacra interview; a competitor's view). [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/","date":"2026-09-24","support":"Lovable reports US$600m run-rate; rivals are larger and at least as capable as Builder.io. [date: full date as shown]"},{"url":"http://www.calcalistech.com/ctechnews/article/syw900pvdzg","date":"2026-08-20","support":"Base44 reports US$200m ARR. [date: full date as shown]"}]}}}}},"greptile":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"greptile","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://techcrunch.com/2025/09/16/coderabbit-raises-60m-valuing-the-2-year-old-ai-code-review-startup-at-550m/","date":"2025-09-16","support":"TechCrunch names Graphite and Greptile as CodeRabbit's startup rivals and says Claude Code and Cursor also offer AI code review. [Date: full date shown.]"},{"url":"https://thenextweb.com/news/coderabbit-raised-143m-to-read-the-code-ai-wrote","date":"2026-08-13","support":"Rivals raising money include Qodo ($70m Series B), Greptile (Series A at $180m valuation) and CodeAnt AI; with CodeRabbit, Copilot and Bugbot, six or more. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://docs.coderabbit.ai/getting-started/quickstart","date":"undated","support":"CodeRabbit says setup takes about 2 minutes in two steps: sign in with the Git platform and pick repositories. [Date: no date shown; undated.]"},{"url":"https://www.qodo.ai","date":"undated","support":"Qodo says PR review setup takes minutes per repo with no platform migration, across GitHub, GitLab, Bitbucket and Azure DevOps. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.verdict.co.uk/coderabbit-raises-143m-series-c/","date":"2026-08-13","support":"CodeRabbit counts more than 17,000 customers and over two million code reviews a week (company figures). [Date: full date shown.]"},{"url":"https://www.qodo.ai","date":"undated","support":"Qodo offers multi-agent PR review with a context engine across four Git platforms, matching Greptile's offer. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"greptile","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://blog.kilo.ai/p/martians-independent-benchmark-tested","date":"2026-03-05","support":"Martian's benchmark tested 13 code-review tools, including CodeRabbit, Copilot, Cursor, Gemini Code Assist, Augment, Qodo, Graphite, Greptile. [date: full date as shown]"},{"url":"https://www.infoq.com/news/2026/04/claude-code-review/","date":"2026-04-17","support":"Anthropic's multi-agent Code Review is another entrant alongside Copilot and CodeRabbit (17 Apr 2026). [date: full date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.yipitdata.com/resources/blog/greptile-vs-coderabbit-ai-code-review-market","date":"2026-03-19","support":"YipitData: Greptile grew by new adoption, not displacement; accounts are mid-market with about US$2K ACV and no enterprise customers in the panel. [date: full date as shown]"},{"url":"https://cognition.com/blog/devin-review","date":"2026-01-21","support":"A rival reviewer runs on any GitHub PR with a URL swap or one command. [date: full date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.greptile.com/content-library/greptile-martian-code-review-benchmark","date":"2026-07-30","support":"Company says it leads the Martian board at 60.8 F1, only 1.4 points above the Codex connector; a margin within noise. [date: full date as shown]"},{"url":"https://arxiv.org/abs/2609.17394","date":"2026-09-15","support":"Study of SWE-bench: small gaps between top entries are often not statistically separable; by analogy, a 1-3 point review gap is not material. [date: full date as shown]"}]}}}}},"lambdatest":{"a":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"lambdatest","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.browserstack.com","date":"undated","support":"BrowserStack sells 20+ AI agents from test planning to release to 50,000+ customers. [Date: no date shown; undated.]"},{"url":"https://www.opentext.com/about/press-releases/opentext-recognized-as-a-leader-in-the-2025-gartner-magic-quadrant-for-ai-augmented-software-testing-tools","date":"2025-10-13","support":"OpenText is a Leader in Gartner's 2025 quadrant for AI-augmented testing. [Date: full date shown.]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.testmuai.com/support/docs/browserstack-to-kaneai-migration-guide/","date":"undated","support":"Grid scripts move between clouds by changing credentials, endpoint and capabilities; agent flows are re-created. Metadata shows 2026-10-19 modification. [Date: no date shown; undated.]"},{"url":"https://www.browserstack.com","date":"undated","support":"BrowserStack supports Selenium, Playwright, Cypress and Appium with 150+ integrations. [Date: no date shown; undated.]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.browserstack.com","date":"undated","support":"BrowserStack cites 30,000-35,000+ real devices and 50,000+ customers. [Date: no date shown; undated.]"}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-developer-tools","entityId":"lambdatest","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"review-testing":{"alternatives":{"level":1,"evidence":[{"url":"https://bug0.com/knowledge-base/alternatives-to-browserstack","date":"2026-04-01","support":"A rival lists eight alternatives to BrowserStack (the main LambdaTest rival), including Sauce Labs and TestingBot. [date: last-updated date as shown]"},{"url":"https://www.lambdatest.com/support/docs/browserstack-to-lambdatest-migration-guide/","date":"2026-09-29","support":"TestMu AI (formerly LambdaTest) itself documents switching from BrowserStack and Sauce Labs. [date: last-updated date as shown]"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.lambdatest.com/support/docs/browserstack-to-lambdatest-migration-guide/","date":"2026-09-29","support":"Company doc: switching grids is a hub URL, credential and capability change, so customers can leave the same way. [date: last-updated date as shown]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://bug0.com/knowledge-base/alternatives-to-browserstack","date":"2026-04-01","support":"Several comparable cloud testing vendors; none shown to lack capability. [date: last-updated date as shown]"}]}}}}},"blitzy":{},"anything":{}},"validation":[]}