{ "schema": "5lc-selection-review/1", "sublayer": "developer-tools", "asOf": "2026-10-21", "status": "reviewed_representative_set_with_unresolved_cutoff", "scope": "Commercial tools through which developers and business builders create, test, govern and deploy AI-assisted software. Model assets, independent workflow orchestration and observability remain explicit scope alternatives rather than being silently excluded.", "eligibility": "Available paid product or documented commercial deployment. Free usage can demonstrate reach, but does not equal paid adoption. Financing and benchmark performance do not qualify an entity without delivered service.", "predefinedFunctions": [ { "id": "coding-agents", "description": "Interactive and delegated production-code development", "required": true }, { "id": "application-creation", "description": "Application generation and prototyping for developers and business builders", "required": true }, { "id": "design-handoff", "description": "Visual design, design systems and design-to-code handoff", "required": true }, { "id": "delivery-governance", "description": "Repository review, testing and governed delivery", "required": true }, { "id": "runtime-backend", "description": "Application deployment, execution environments and backend services", "required": true } ], "universe": { "initialFile": "candidate-universe.json", "reconciledCandidates": [ { "entityId": "microsoft", "name": "Microsoft / GitHub", "economicParent": "microsoft", "eligible": true, "functions": [ "coding-agents", "delivery-governance" ], "sourceIds": [ "ms:developer-call" ], "roleEvidence": "Substantial Copilot user base and repository distribution; parent revenue and general Microsoft 365 use excluded." }, { "entityId": "spacex", "name": "SpaceX / Cursor", "economicParent": "spacex", "eligible": true, "functions": [ "coding-agents" ], "sourceIds": [ "spacex:s-q3-issuer", "continue:acquired" ], "roleEvidence": "Cursor recognized acquisition-period revenue supports delivered commercial activity. Continue is consolidated; no annualization of partial-period revenue." }, { "entityId": "anthropic", "name": "Anthropic / Claude Code", "economicParent": "anthropic", "eligible": true, "functions": [ "coding-agents" ], "sourceIds": [ "a:code-revenue" ], "roleEvidence": "Historical coding-product run rate and current available commercial product; total model/API revenue not attributed to coding." }, { "entityId": "openai", "name": "OpenAI / Codex", "economicParent": "openai", "eligible": true, "functions": [ "coding-agents" ], "sourceIds": [ "o:codex-users", "openai:o-atlassian" ], "roleEvidence": "Active-user and named enterprise use support relevance; coding-only revenue and paid-user split unavailable." }, { "entityId": "alphabet", "name": "Alphabet / Antigravity", "economicParent": "alphabet", "eligible": true, "functions": [ "coding-agents" ], "sourceIds": [ "alphabet:a-q2remarks" ], "roleEvidence": "More than 2.4m weekly active Antigravity users in July; free and paid split not disclosed. Strong alternative, not excluded for missing revenue." }, { "entityId": "amazon", "name": "Amazon / Kiro", "economicParent": "amazon", "eligible": true, "functions": [ "coding-agents" ], "sourceIds": [ "kiro:pricing" ], "roleEvidence": "Current paid commercial product; aggregate Kiro activity unavailable. AWS revenue excluded." }, { "entityId": "cognition", "name": "Cognition / Devin and Windsurf", "economicParent": "cognition", "eligible": true, "functions": [ "coding-agents" ], "sourceIds": [ "cognition:cog-1b", "cognition:cog-local-fusion" ], "roleEvidence": "Disclosed product-company annualized revenue and current delivered coding workflows. Windsurf/Codeium counted once." }, { "entityId": "lovable", "name": "Lovable", "economicParent": "lovable", "eligible": true, "functions": [ "application-creation", "runtime-backend" ], "sourceIds": [ "lovable:l-september-runrate", "lovable:l-microsoft", "lovable:l-oct-enterprise" ], "roleEvidence": "Current reported run rate, accumulated projects and commercial application deployment. Free project generation is not paid retention." }, { "entityId": "replit", "name": "Replit", "economicParent": "replit", "eligible": true, "functions": [ "coding-agents", "application-creation", "runtime-backend" ], "sourceIds": [ "replit:r-london", "replit:r-seriesc-primary", "replit:r-byoc" ], "roleEvidence": "Named enterprise customers and integrated creation/runtime service; broad user population and old run rate are separately qualified." }, { "entityId": "vercel", "name": "Vercel", "economicParent": "vercel", "eligible": true, "functions": [ "application-creation", "runtime-backend" ], "sourceIds": [ "vercel:v-board-2026", "vercel:v-ship-2026" ], "roleEvidence": "Current commercial deployment, v0 and gateway services; issuer annualized revenue includes non-AI activity." }, { "entityId": "figma", "name": "Figma", "economicParent": "figma", "eligible": true, "functions": [ "design-handoff", "application-creation" ], "sourceIds": [ "figma:f-q2-2026", "figma:f-agent-ga" ], "roleEvidence": "Distinct design-system and design-to-code role with current paid-account and AI-use disclosures." }, { "entityId": "gitlab", "name": "GitLab", "economicParent": "gitlab", "eligible": true, "functions": [ "delivery-governance", "coding-agents" ], "sourceIds": [ "gitlab:g-q2", "gitlab:g-oct-factory" ], "roleEvidence": "Material recognized delivery-platform revenue and current governed agent workflows; beta usage separate." }, { "entityId": "harness", "name": "Harness", "economicParent": "harness", "eligible": true, "functions": [ "delivery-governance", "coding-agents" ], "sourceIds": [ "harness:h-augment-assets", "harness:h-worker-agents", "harness:h-about" ], "roleEvidence": "Current enterprise delivery, security and acquired Cosmos coding capability; only selected Augment assets are consolidated." }, { "entityId": "jetbrains", "name": "JetBrains", "economicParent": "jetbrains", "eligible": true, "functions": [ "coding-agents", "delivery-governance" ], "sourceIds": [ "jb:annual", "jb:junie-ga" ], "roleEvidence": "Active paid AI usage with a defined denominator; established IDE and testing/distribution role, not benchmark ranking." }, { "entityId": "qodo", "name": "Qodo", "economicParent": "qodo", "eligible": true, "functions": [ "delivery-governance" ], "sourceIds": [ "qodo:enterprise" ], "roleEvidence": "Commercial code review, context and quality controls; missing current aggregate revenue remains null." }, { "entityId": "coderabbit", "name": "CodeRabbit", "economicParent": "coderabbit", "eligible": true, "functions": [ "delivery-governance" ], "sourceIds": [ "cr:product" ], "roleEvidence": "Delivered code-review and change-governance service with company customer/repository counts; payment criterion unclear." }, { "entityId": "tricentis", "name": "Tricentis / Tabnine", "economicParent": "tricentis", "eligible": true, "functions": [ "delivery-governance" ], "sourceIds": [ "tri:tabnine" ], "roleEvidence": "Delivered enterprise testing and acquired code-context capability; Tabnine no longer independent." }, { "entityId": "sourcegraph", "name": "Sourcegraph", "economicParent": "sourcegraph", "eligible": true, "functions": [ "coding-agents", "delivery-governance" ], "sourceIds": [ "sg:cody", "sg:spinout" ], "roleEvidence": "Code search/context and Cody Enterprise remain commercial; Amp is a separate company." }, { "entityId": "amp", "name": "Amp", "economicParent": "amp", "eligible": true, "functions": [ "coding-agents" ], "sourceIds": [ "amp:about", "sg:spinout" ], "roleEvidence": "Current independent commercial coding agent; no revenue inference from investors or client size." }, { "entityId": "stackblitz", "name": "StackBlitz / Bolt", "economicParent": "stackblitz", "eligible": true, "functions": [ "application-creation", "runtime-backend" ], "sourceIds": [ "bolt:product" ], "roleEvidence": "Commercial prompt-to-application creation and hosted backend; revenue and paid seats unavailable." }, { "entityId": "builder", "name": "Builder.io", "economicParent": "builder", "eligible": true, "functions": [ "design-handoff", "application-creation" ], "sourceIds": [ "builder:rename", "builder:customers" ], "roleEvidence": "Delivered design-to-code product with named external case evidence; internal staff productivity not adoption." }, { "entityId": "factory", "name": "Factory", "economicParent": "factory", "eligible": true, "functions": [ "coding-agents", "delivery-governance" ], "sourceIds": [ "factory:product" ], "roleEvidence": "Available commercial agent development and code review; model-agnostic architecture alone is not measured scale." }, { "entityId": "linear", "name": "Linear", "economicParent": "linear", "eligible": true, "functions": [ "delivery-governance", "coding-agents" ], "sourceIds": [ "linear:coding" ], "roleEvidence": "Current paid coding sessions integrated with planning and review; internal task success not external scale." }, { "entityId": "n8n", "name": "n8n", "economicParent": "n8n", "eligible": true, "functions": [ "application-creation", "delivery-governance" ], "sourceIds": [ "n8n:platform" ], "roleEvidence": "Workflow and agent creation, execution and governance; independent workflow emphasis is a valid alternative scope." }, { "entityId": "supabase", "name": "Supabase", "economicParent": "supabase", "eligible": true, "functions": [ "runtime-backend" ], "sourceIds": [ "supabase:s-turso" ], "roleEvidence": "Current commercial backend and developer adoption; no comparable realized revenue established." }, { "entityId": "hugging-face", "name": "Hugging Face", "economicParent": "hugging-face", "eligible": true, "functions": [ "runtime-backend" ], "sourceIds": [ "hf:enterprise" ], "roleEvidence": "Model-asset hub and commercial application/inference development services; model artifact counts are not paid users." }, { "entityId": "datadog", "name": "Datadog", "economicParent": "datadog", "eligible": true, "functions": [ "delivery-governance" ], "sourceIds": [ "datadog:dd-q2-current" ], "roleEvidence": "Application/agent observability is commercially relevant; full treatment appears in data-platforms. Retained as a boundary alternative." }, { "entityId": "dynatrace", "name": "Dynatrace", "economicParent": "dynatrace", "eligible": true, "functions": [ "delivery-governance" ], "sourceIds": [ "dynatrace:dt-q1-filing" ], "roleEvidence": "Application/agent observability is commercially relevant; full treatment appears in data-platforms. Retained as a boundary alternative." }, { "entityId": "grafana-labs", "name": "Grafana Labs", "economicParent": "grafana-labs", "eligible": true, "functions": [ "delivery-governance" ], "sourceIds": [ "grafana-labs:gl-pr-2026-08" ], "roleEvidence": "Application/agent observability is commercially relevant; full treatment appears in data-platforms. Retained as a boundary alternative." }, { "entityId": "atlassian", "name": "Atlassian / Jira / Rovo", "economicParent": "atlassian", "eligible": true, "functions": [ "coding-agents", "delivery-governance" ], "sourceIds": [ "atlassian:atl-team26", "atlassian:atl-claude", "atlassian:atl-q4fy26" ], "roleEvidence": "Current Jira coding-agent workflows and Rovo developer integration reviewed in completed parent dossier; total Rovo activity is broader than coding." } ], "aliases": [ { "unit": "cursor", "parent": "spacex" }, { "unit": "continue", "parent": "spacex" }, { "unit": "claude-code", "parent": "anthropic" }, { "unit": "windsurf", "parent": "cognition" }, { "unit": "codeium", "parent": "cognition" }, { "unit": "tabnine", "parent": "tricentis" }, { "unit": "github-copilot", "parent": "microsoft" }, { "unit": "codex", "parent": "openai" }, { "unit": "kiro", "parent": "amazon" } ], "partialAssetConsolidations": [ { "unit": "augment-code", "parent": "harness", "scope": "Cosmos, Auggie CLI, Code Context Engine and transferred team; whole legal company not established", "sourceIds": [ "harness:h-augment-assets" ] } ], "separations": [ { "formerGroup": "sourcegraph", "currentGroups": [ "sourcegraph", "amp" ], "sourceIds": [ "sg:spinout", "amp:about" ] } ], "pendingOrUnresolved": [ { "entityId": "blitzy", "reason": "Potential commercial coding supplier; primary homepage inaccessible in this tool. Not treated as zero; merits challenge at next review." } ] }, "parameters": { "maxCompanies": 10, "score": null, "weights": null, "normalization": null, "marketDenominator": null, "coverageTarget": null, "reason": "Common paid-adoption or relevant-revenue denominator unavailable. The ten-company ceiling and required functions are editorial choices; activity observations establish scale without creating a fabricated total order." }, "rawObservations": [ { "entityId": "spacex", "measure": "Cursor recognized revenue after acquisition", "value": "608", "operator": "=", "unit": "USD million; partial quarter", "economicPeriod": "August 14–September 30, 2026", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "spacex:s-q3-issuer" ], "evidence": "filing", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "cognition", "measure": "Annualized revenue run rate", "value": "Over 1B", "operator": "=", "unit": "USD", "economicPeriod": "Run rate on announcement date", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "cognition:cog-1b" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "lovable", "measure": "Annualized revenue run rate", "value": "Over 600", "operator": "=", "unit": "USD millions", "economicPeriod": "September 2026 run rate", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "lovable:l-september-runrate" ], "evidence": "reported", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "lovable", "measure": "Projects created since launch", "value": "Over 70 million", "operator": "=", "unit": "projects", "economicPeriod": "Cumulative since launch", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "lovable:l-microsoft" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "replit", "measure": "Annualized revenue", "value": "150", "operator": "=", "unit": "USD millions", "economicPeriod": "September 2025", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "replit:r-seriesc-primary" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "replit", "measure": "Users", "value": ">60", "operator": "=", "unit": "million users", "economicPeriod": "September 2026 London announcement", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "replit:r-london" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "vercel", "measure": "Annualized revenue run rate", "value": ">500", "operator": "=", "unit": "USD millions", "economicPeriod": "Early July 2026; reported August 6", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "vercel:v-board-2026" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "vercel", "measure": "Paying teams", "value": ">485,000", "operator": "=", "unit": "teams", "economicPeriod": "October 2026 profile", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "vercel:v-sourcery-october" ], "evidence": "reported", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "figma", "measure": "Quarterly revenue", "value": "370.1", "operator": "=", "unit": "USD millions", "economicPeriod": "Q2 2026", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "figma:f-q2-2026" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "figma", "measure": "Paid customers above $10K / $100K ARR", "value": "15,964 / 1,635", "operator": "=", "unit": "customers", "economicPeriod": "Q2 2026", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "figma:f-q2-2026" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "figma", "measure": "Weekly AI-credit use within large paid accounts", "value": "Over 80%", "operator": "=", "unit": "of paid customers above $10K ARR", "economicPeriod": "As of June 30, 2026", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "figma:f-q2-2026" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "gitlab", "measure": "Quarterly revenue", "value": "286.254", "operator": "=", "unit": "USD millions", "economicPeriod": "Q2 FY2027 (quarter ended 2026-07-31)", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "gitlab:g-q2" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "gitlab", "measure": "Trailing-twelve-month revenue", "value": "1055.167", "operator": "=", "unit": "USD millions", "economicPeriod": "TTM ended July 31, 2026", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "gitlab:g-10k", "gitlab:g-q2" ], "evidence": "inference", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "harness", "measure": "Enterprise customers", "value": "1,000+", "operator": "=", "unit": "customers", "economicPeriod": "Undated company profile observed October 21", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "harness:h-about" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "harness", "measure": "Deployments", "value": "128", "operator": "=", "unit": "million deployments", "economicPeriod": "Trailing twelve months reported December 11, 2025", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "harness:h-series-e-primary" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "supabase", "measure": "Developers building on Supabase", "value": "Nearly 10 million", "operator": "=", "unit": "developers", "economicPeriod": "As of the Series F", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "supabase:s-series-f-current", "supabase:s-tc" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "alphabet", "measure": "Antigravity weekly active users", "value": "more than 2.4 million", "operator": "=", "unit": "users; free/paid mix undisclosed", "economicPeriod": "July 2026", "boundary": "Exact packet definition retained. Parent/subset and activity/revenue observations are not additive.", "sourceIds": [ "alphabet:a-q2remarks" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "microsoft", "measure": "GitHub Copilot users", "value": 50, "operator": "=", "unit": "million users", "economicPeriod": "July 29 2026 disclosure", "boundary": "Broad users, not defined as paid or monthly active; GitHub total users is a separate overlapping population.", "sourceIds": [ "ms:developer-call" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "openai", "measure": "Codex weekly active users", "value": 5, "operator": ">", "unit": "million users", "economicPeriod": "June 2 2026", "boundary": "More than threshold; about 20% knowledge workers; not all paying or coding.", "sourceIds": [ "o:codex-users" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "anthropic", "measure": "Claude Code run-rate revenue", "value": 2500, "operator": ">", "unit": "USD millions", "economicPeriod": "February 12 2026", "boundary": "Historical coding-product annualized rate, not current realized annual revenue or parent revenue.", "sourceIds": [ "a:code-revenue" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "jetbrains", "measure": "Active paid AI users", "value": "six-figure", "operator": "=", "unit": "paying monthly active users", "economicPeriod": "Q4 2025 average monthly users", "boundary": "Quarter-average paid active users; excludes free/trial. Exact value unavailable; not converted to a midpoint.", "sourceIds": [ "jb:annual" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "jetbrains", "measure": "Recurring active users", "value": 12.5, "operator": ">", "unit": "million users", "economicPeriod": "Calendar2025", "boundary": "Whole product company; recurring use within year, not AI-only or all paid.", "sourceIds": [ "jb:annual" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "coderabbit", "measure": "Customers", "value": 17000, "operator": "=", "unit": "customers", "economicPeriod": "Undated page observed October21", "boundary": "Paying criterion unspecified; repository count overlaps and is not added.", "sourceIds": [ "cr:product" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "tricentis", "measure": "Customers", "value": 3000, "operator": ">", "unit": "customers", "economicPeriod": "July30 2026", "boundary": "Whole enterprise testing business, not AI-only seats.", "sourceIds": [ "tri:tabnine" ], "evidence": "company_stated", "inputType": "measured", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "amazon", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "kiro:pricing" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "qodo", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "qodo:enterprise" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "sourcegraph", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "sg:cody", "sg:spinout" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "amp", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "amp:about", "sg:spinout" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "stackblitz", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "bolt:product" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "builder", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "builder:rename", "builder:customers" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "factory", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "factory:product" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "linear", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "linear:coding" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "n8n", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "n8n:platform" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "hugging-face", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "hf:enterprise" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "datadog", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "datadog:dd-q2-current" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "dynatrace", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "dynatrace:dt-q1-filing" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "grafana-labs", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "grafana-labs:gl-pr-2026-08" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" }, { "entityId": "atlassian", "measure": "Comparable current relevant activity", "value": null, "operator": "=", "unit": "unavailable", "economicPeriod": "Current review", "boundary": "Commercial eligibility established; revenue and adoption on comparable definition not available. Missing is never zero.", "sourceIds": [ "atlassian:atl-team26", "atlassian:atl-claude", "atlassian:atl-q4fy26" ], "evidence": "company_stated", "inputType": "missing", "comparisonUse": "role_and_definition_specific_only" } ], "sources": { "cognition:cog-1b": { "url": "https://cognition.com/blog/1b-run-rate", "title": "Cognition Crosses $1B in Annualized Revenue Run Rate", "publisher": "Cognition", "publishedDate": "2026-09-25", "accessedDate": "2026-10-21", "type": "press_release" }, "cognition:cog-local-fusion": { "url": "https://cognition.com/blog/local-fusion", "title": "Fusion in Devin Desktop and CLI", "publisher": "Cognition", "publishedDate": "2026-09-11", "accessedDate": "2026-10-21", "type": "company" }, "lovable:l-microsoft": { "url": "https://lovable.dev/blog/microsoft-partnership", "title": "Lovable + Microsoft: run the apps you build inside your company's Microsoft tenant", "publisher": "Lovable", "publishedDate": "2026-09-28", "accessedDate": "2026-10-21", "type": "press_release" }, "lovable:l-oct-enterprise": { "url": "https://lovable.dev/blog/enterprise-features-october-roundup", "title": "Enterprise features October roundup", "publisher": "Lovable", "publishedDate": "2026-10-20", "accessedDate": "2026-10-21", "type": "company" }, "lovable:l-september-runrate": { "url": "https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/", "title": "Lovable annualized revenue crosses $600m", "publisher": "TechCrunch", "publishedDate": "2026-09-24", "accessedDate": "2026-10-21", "type": "media" }, "replit:r-seriesc-primary": { "url": "https://replit.com/news/funding-announcement-series-c", "title": "Replit announces Series C funding", "publisher": "Replit", "publishedDate": "2025-09-10", "accessedDate": "2026-10-21", "type": "press_release" }, "replit:r-london": { "url": "https://replit.com/news/replit-opens-london-office", "title": "Replit opens London office", "publisher": "Replit", "publishedDate": "2026-09-08", "accessedDate": "2026-10-21", "type": "press_release" }, "replit:r-byoc": { "url": "https://replit.com/blog/bring-your-own-cloud", "title": "Bring your own cloud", "publisher": "Replit", "publishedDate": "2026-10-16", "accessedDate": "2026-10-21", "type": "company" }, "vercel:v-ship-2026": { "url": "https://vercel.com/blog/vercel-ship-2026-recap", "title": "Vercel Ship 2026 recap", "publisher": "Vercel", "publishedDate": "2026-10-15", "accessedDate": "2026-10-21", "type": "company" }, "vercel:v-board-2026": { "url": "https://www.financialcontent.com/article/bizwire-2026-8-6-vercel-appoints-amit-agarwal-standard-template-labs-ceo-and-former-datadog-president-to-board-of-directors", "title": "Vercel appoints Amit Agarwal to its board", "publisher": "Vercel via FinancialContent", "publishedDate": "2026-08-06", "accessedDate": "2026-10-21", "type": "press_release" }, "vercel:v-sourcery-october": { "url": "https://www.sourcery.vc/p/breaking-93b-vercel-on-ais-infra", "title": "Vercel on AI infrastructure: interview with Guillermo Rauch", "publisher": "Sourcery", "publishedDate": "2026-10-16", "accessedDate": "2026-10-21", "type": "media" }, "figma:f-q2-2026": { "url": "https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-Second-Quarter-2026-Financial-Results/default.aspx", "title": "Figma Announces Second Quarter 2026 Financial Results", "publisher": "Figma", "publishedDate": "2026-08-05", "accessedDate": "2026-10-21", "type": "press_release" }, "figma:f-agent-ga": { "url": "https://www.figma.com/blog/3-ways-product-designers-use-the-figma-agent/", "title": "Three ways product designers use the Figma agent", "publisher": "Figma", "publishedDate": "2026-10-06", "accessedDate": "2026-10-21", "type": "company" }, "gitlab:g-10k": { "url": "https://www.sec.gov/Archives/edgar/data/1653482/000162828026018731/gtlb-20260131.htm", "title": "GitLab Inc. Form 10-K for fiscal year ended January 31, 2026 (local extract)", "publisher": "GitLab Inc. / SEC EDGAR", "publishedDate": "2026-03-17", "accessedDate": "2026-10-03", "type": "filing" }, "gitlab:g-q2": { "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": "2026-10-21", "type": "press_release" }, "gitlab:g-oct-factory": { "url": "https://about.gitlab.com/press/releases/2026-10-06-gitlab-announces-the-foundation-for-the-governed-software-factory/", "title": "GitLab announces the foundation for the governed software factory", "publisher": "GitLab", "publishedDate": "2026-10-06", "accessedDate": "2026-10-21", "type": "press_release" }, "harness:h-about": { "url": "https://www.harness.io/company/about-us", "title": "About Harness — leadership, company facts and investors", "publisher": "Harness", "publishedDate": null, "accessedDate": "2026-10-21", "type": "company" }, "harness:h-worker-agents": { "url": "https://www.harness.io/press-and-news/harness-launches-autonomous-worker-agents-for-software-delivery", "title": "Harness Launches Autonomous Worker Agents for Software Delivery", "publisher": "Harness", "publishedDate": "2026-06-30", "accessedDate": "2026-10-21", "type": "press_release" }, "harness:h-series-e-primary": { "url": "https://www.harness.io/press-and-news/harness-announces-240m-financing-round-led-by-goldman-sachs", "title": "Harness announces $240m financing package", "publisher": "Harness", "publishedDate": "2025-12-11", "accessedDate": "2026-10-21", "type": "press_release" }, "harness:h-augment-assets": { "url": "https://www.harness.io/press-and-news/harness-acquires-augment-code", "title": "Harness acquires select Augment Code assets", "publisher": "Harness", "publishedDate": "2026-10-08", "accessedDate": "2026-10-21", "type": "press_release" }, "supabase:s-tc": { "url": "https://techcrunch.com/2026/06/05/supabase-doubles-valuation-to-10b-in-8-months/", "title": "Supabase doubles valuation to $10B in 8 months", "publisher": "TechCrunch", "publishedDate": "2026-06-05", "accessedDate": "2026-10-03", "type": "media" }, "supabase:s-turso": { "url": "https://supabase.com/blog/supabase-is-acquiring-turso", "title": "Supabase is acquiring Turso", "publisher": "Supabase", "publishedDate": "2026-10-02", "accessedDate": "2026-10-21", "type": "press_release" }, "supabase:s-series-f-current": { "url": "https://supabase.com/blog/series-f", "title": "Supabase Series F", "publisher": "Supabase", "publishedDate": "2026-06-04", "accessedDate": "2026-10-21", "type": "company" }, "datadog:dd-q2-current": { "url": "https://investors.datadoghq.com/news-releases/news-release-details/datadog-announces-second-quarter-2026-financial-results/", "title": "Datadog Q2 2026 financial results", "publisher": "Datadog", "publishedDate": "2026-08-06", "accessedDate": "2026-10-21", "type": "company" }, "dynatrace:dt-q1-filing": { "url": "https://ir.dynatrace.com/sec-filings/all-sec-filings/content/0001773383-26-000050/dt-20260630.htm", "title": "Dynatrace Q1 FY2027 Form 10-Q", "publisher": "Dynatrace", "publishedDate": "2026-08-05", "accessedDate": "2026-10-21", "type": "filing" }, "grafana-labs:gl-pr-2026-08": { "url": "https://grafana.com/press/2026/08/26/grafana-labs-crosses-10000-customer-milestone-as-ai-adoption-accelerates-growth-across-the-platform/", "title": "Grafana Labs Crosses 10,000-Customer Milestone as AI Adoption Accelerates Growth Across the Platform", "publisher": "Grafana Labs", "publishedDate": "2026-08-26", "accessedDate": "2026-10-21", "type": "press_release" }, "atlassian:atl-q4fy26": { "url": "https://www.atlassian.com/blog/company-news/shareholder-letter-q4fy26", "title": "Our Q4 FY26 letter to shareholders", "publisher": "Atlassian", "publishedDate": "2026-08-06", "accessedDate": "2026-10-21", "type": "company" }, "atlassian:atl-team26": { "url": "https://www.atlassian.com/blog/company-news/founder-update-team-26", "title": "Atlassian Team '26: Meet the AI-Native Organization", "publisher": "Atlassian", "publishedDate": "2026-05-06", "accessedDate": "2026-10-04", "type": "company" }, "atlassian:atl-claude": { "url": "https://www.atlassian.com/blog/company-news/claude-agent-for-jira", "title": "Introducing Claude Agent for Jira", "publisher": "Atlassian", "publishedDate": "2026-06-18", "accessedDate": "2026-10-04", "type": "company" }, "spacex:s-q3-issuer": { "url": "https://s21.q4cdn.com/184289198/files/content_files/SpaceX-Reports-Third-Quarter-2026-Results.pdf", "title": "SpaceX reports third-quarter 2026 results", "publisher": "SpaceX", "publishedDate": "2026-10-20", "accessedDate": "2026-10-21", "type": "filing" }, "openai:o-atlassian": { "url": "https://openai.com/index/atlassian-partnership/", "title": "Atlassian and OpenAI expand their partnership", "publisher": "OpenAI", "publishedDate": "2026-10-06", "accessedDate": "2026-10-21", "type": "company" }, "alphabet:a-q2remarks": { "url": "https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/", "title": "Q2 2026 earnings call: Remarks from our CEO", "publisher": "Google (The Keyword blog)", "publishedDate": "2026-07-22", "accessedDate": "2026-10-21", "type": "company" }, "ms:developer-call": { "url": "https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4", "title": "Microsoft — developer adoption", "publisher": "Microsoft", "publishedDate": "2026-07-29", "accessedDate": "2026-10-21", "locator": "GitHub Copilot 50m users; GitHub 225m; paid-seat and consumption growth; one-third PR involvement", "type": "company" }, "o:codex-users": { "url": "https://openai.com/index/codex-for-knowledge-work/", "title": "OpenAI — Codex use", "publisher": "OpenAI", "publishedDate": "2026-06-02", "accessedDate": "2026-10-21", "locator": "More than 5m weekly active users; about 20% knowledge workers, not all coding or paid", "type": "company" }, "a:code-revenue": { "url": "https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation", "title": "Anthropic — Claude Code run rate", "publisher": "Anthropic", "publishedDate": "2026-02-12", "accessedDate": "2026-10-21", "locator": "Claude Code paragraph: >$2.5bn run-rate revenue; dated historical product measure, not current parent revenue", "type": "company" }, "jb:annual": { "url": "https://www.jetbrains.com/lp/annualreport-2026/", "title": "JetBrains — annual highlights 2026", "publisher": "JetBrains", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "2025 AI adoption; six-figure active paid users Q4; metric definition excludes free/trial; 343K Junie users since March26", "type": "company" }, "jb:junie-ga": { "url": "https://blog.jetbrains.com/junie/2026/06/junie-coding-agent-out-of-beta/", "title": "JetBrains — Junie general availability", "publisher": "JetBrains", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "June URL; GA product body and current availability; benchmark results excluded", "type": "company" }, "qodo:enterprise": { "url": "https://www.qodo.ai/solutions/enterprise/", "title": "Qodo — enterprise governance", "publisher": "Qodo", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "Current commercial review, repository context and governance; aggregate paid adoption unavailable", "type": "company" }, "cr:product": { "url": "https://www.coderabbit.ai/", "title": "CodeRabbit — current product and customers", "publisher": "CodeRabbit", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "17K customers, 6M repositories; paying definition not supplied; repository number not customer count", "type": "company" }, "tri:tabnine": { "url": "https://www.tricentis.com/news/tricentis-acquires-tabnine", "title": "Tricentis — Tabnine acquisition", "publisher": "Tricentis", "publishedDate": "2026-07-30", "accessedDate": "2026-10-21", "locator": "Acquisition statement and About section: more than 3000 customers; AI-specific paid use not isolated", "type": "company" }, "sg:cody": { "url": "https://sourcegraph.com/docs/cody", "title": "Sourcegraph — Cody enterprise", "publisher": "Sourcegraph", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "Currently supported enterprise coding assistance and code context", "type": "company" }, "amp:about": { "url": "https://ampcode.com/about", "title": "Amp — independent company", "publisher": "Amp", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "Current paid product description and independence; client employee size is not Amp seat count", "type": "company" }, "sg:spinout": { "url": "https://sourcegraph.com/blog/why-sourcegraph-and-amp-are-becoming-independent-companies", "title": "Sourcegraph — Amp separation", "publisher": "Sourcegraph", "publishedDate": "2025-12-02", "accessedDate": "2026-10-21", "locator": "Two companies and different distribution; shared investors do not imply a single operating group", "type": "company" }, "continue:acquired": { "url": "https://continue.dev/", "title": "Continue — acquired by Cursor", "publisher": "Continue", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "Current homepage states acquired by Cursor; open-source code remains available; date/terms not supplied", "type": "company" }, "kiro:pricing": { "url": "https://kiro.dev/pricing/", "title": "Kiro — paid plans", "publisher": "Kiro", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "Commercial coding-agent plans and enterprise billing through AWS; current usage not disclosed", "type": "company" }, "bolt:product": { "url": "https://bolt.new/", "title": "Bolt — application builder", "publisher": "Bolt", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "Commercial Pro mode and cloud backend; customer-logo list not treated as enterprise contracts", "type": "company" }, "builder:rename": { "url": "https://site.builder.io/blog/builder-product-name-change", "title": "Builder — Code and Content names", "publisher": "Builder", "publishedDate": "2026-09-10", "accessedDate": "2026-10-21", "locator": "Fusion renamed Builder Code; product and agreements unchanged", "type": "company" }, "builder:customers": { "url": "https://www.builder.io/customer-stories", "title": "Builder — customer stories", "publisher": "Builder", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "Named KPMG design-to-code case; own staff case studies not paid external adoption", "type": "company" }, "factory:product": { "url": "https://factory.com/", "title": "Factory — agent development", "publisher": "Factory", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "Current Droid development, execution, code review and commercial offering", "type": "company" }, "linear:coding": { "url": "https://linear.app/changelog/2026-06-11-coding-sessions", "title": "Linear — coding sessions", "publisher": "Linear", "publishedDate": "2026-06-11", "accessedDate": "2026-10-21", "locator": "Available on paid Basic/Business/Enterprise, uses AI credits; internal 30% bug metric excluded from market activity", "type": "company" }, "n8n:platform": { "url": "https://n8n.io/", "title": "n8n — agent workflow platform", "publisher": "n8n", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "Commercial enterprise controls and named Huel/Vodafone cases; stars not paid adoption", "type": "company" }, "hf:enterprise": { "url": "https://huggingface.co/enterprise", "title": "Hugging Face — enterprise plans", "publisher": "Hugging Face", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "Paid team and enterprise repositories, deployment and governance; listed organization accounts not verified spend", "type": "company" } }, "calculations": [ { "name": "Public-company 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No quarterly-to-annual extrapolation." }, { "name": "Current disclosed private run-rate observations", "inputs": { "cognitionSeptemberLowerBound": 1000, "lovableSeptemberLowerBound": 600, "vercelEarlyJulyLowerBound": 500 }, "unit": "USD millions annualized", "formula": "Retain dated lower bounds; do not infer upper bounds or rank from lower bounds alone", "result": null, "interpretation": "Differences in date, accounting and AI attribution remain. Replit150mSep2025 and ClaudeCode2500mFeb2026 are historical and are not silently treated as current." }, { "name": "Overlapping economics", "formula": "Do not sum coding-tool subscription revenue with the underlying model API, gateway or cloud revenue to estimate end-user spending", "interpretation": "A single workflow can produce revenue at several stages and users may hold multiple subscriptions." }, { "name": "Functional coverage", "formula": "count(selected economic groups documenting function f)", "value": { "coding-agents": 7, "application-creation": 4, "design-handoff": 1, "delivery-governance": 2, "runtime-backend": 3 }, "unit": "economic groups", "interpretation": "Function coverage, not economic market share." }, { "name": "Sensitivity overlap", "formula": "J(B,S)=|B intersection S| / |B union S|", "interpretation": "Deterministic comparison of declared editorial alternatives, not confidence or selection probability." } ], "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "lovable", "vercel", "figma", "gitlab" ], "selectedReasons": { "microsoft": "GitHub Copilot and repository distribution represent a major delivered coding workflow with directly disclosed user activity.", "spacex": "Cursor acquisition-period recognized revenue establishes substantial current activity; 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GitLab revenue is broader than AI." }, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "gitlab" ], "application-creation": [ "replit", "lovable", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "gitlab" ], "runtime-backend": [ "replit", "lovable", "vercel" ] }, "alternativeCutoffSets": [ { "name": "Cloud-native coding breadth", "remove": [ "lovable" ], "add": [ "alphabet" ], "assumption": "Prefer a third hyperscaler-distributed coding environment over a second independent prompt-to-app supplier.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "vercel", "figma", "gitlab", "alphabet" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "gitlab", "alphabet" ], "application-creation": [ "replit", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "gitlab" ], "runtime-backend": [ "replit", "vercel" ] } }, { "name": "Established paid IDE adoption", "remove": [ "lovable" ], "add": [ "jetbrains" ], "assumption": "Prioritize defined paid AI activity and IDE distribution; paid count is not converted to revenue.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "vercel", "figma", "gitlab", "jetbrains" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "gitlab", "jetbrains" ], "application-creation": [ "replit", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "gitlab", "jetbrains" ], "runtime-backend": [ "replit", "vercel" ] } }, { "name": "Independent governed delivery", "remove": [ "gitlab" ], "add": [ "harness" ], "assumption": "Choose Harness delivery/security and Cosmos context instead of GitLab; financial disclosure gaps do not disqualify it.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "lovable", "vercel", "figma", "harness" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "harness" ], "application-creation": [ "replit", "lovable", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "harness" ], "runtime-backend": [ "replit", "lovable", "vercel" ] } }, { "name": "Specialist review coverage", "remove": [ "gitlab" ], "add": [ "coderabbit" ], "assumption": "Use a specialist current code-review supplier; Microsoft retains repository and delivery coverage.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "lovable", "vercel", "figma", "coderabbit" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit" ], "application-creation": [ "replit", "lovable", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "coderabbit" ], "runtime-backend": [ "replit", "lovable", "vercel" ] } }, { "name": "Private enterprise quality", "remove": [ "gitlab" ], "add": [ "tricentis" ], "assumption": "Prioritize enterprise testing and Tabnine context despite unavailable AI-specific revenue.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "lovable", "vercel", "figma", "tricentis" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit" ], "application-creation": [ "replit", "lovable", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "tricentis" ], "runtime-backend": [ "replit", "lovable", "vercel" ] } }, { "name": "Agent-workflow orchestration", "remove": [ "lovable" ], "add": [ "n8n" ], "assumption": "Emphasize independent business-agent workflow creation and control.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "vercel", "figma", "gitlab", "n8n" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "gitlab" ], "application-creation": [ "replit", "vercel", "figma", "n8n" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "gitlab", "n8n" ], "runtime-backend": [ "replit", "vercel" ] } }, { "name": "Model-assets and open ecosystem", "remove": [ "lovable" ], "add": [ "hugging-face" ], "assumption": "Explicitly broaden scope to commercial model hub and application experiments.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "vercel", "figma", "gitlab", "hugging-face" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "gitlab" ], "application-creation": [ "replit", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "gitlab" ], "runtime-backend": [ "replit", "vercel", "hugging-face" ] } }, { "name": "Independent backend representation", "remove": [ "lovable" ], "add": [ "supabase" ], "assumption": "Prefer the backend used across builders over a second builder platform.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "vercel", "figma", "gitlab", "supabase" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "gitlab" ], "application-creation": [ "replit", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "gitlab" ], "runtime-backend": [ "replit", "vercel", "supabase" ] } }, { "name": "Design-to-code alternative", "remove": [ "figma" ], "add": [ "builder" ], "assumption": "Prioritize production-code visual editing; missing revenue is not scored zero.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "lovable", "vercel", "gitlab", "builder" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "gitlab" ], "application-creation": [ "replit", "lovable", "vercel", "builder" ], "design-handoff": [ "builder" ], "delivery-governance": [ "microsoft", "gitlab" ], "runtime-backend": [ "replit", "lovable", "vercel" ] } }, { "name": "Alternative app builder", "remove": [ "replit" ], "add": [ "stackblitz" ], "assumption": "Bolt is a commercially eligible app-builder/runtime alternative; unknown paid adoption remains uncertain.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "lovable", "vercel", "figma", "gitlab", "stackblitz" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "gitlab" ], "application-creation": [ "lovable", "vercel", "figma", "stackblitz" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "gitlab" ], "runtime-backend": [ "lovable", "vercel", "stackblitz" ] } }, { "name": "Independent coding agent", "remove": [ "cognition" ], "add": [ "amp" ], "assumption": "An independently operated coding agent contests the seat; unavailable revenue does not imply lower importance.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "replit", "lovable", "vercel", "figma", "gitlab", "amp" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "replit", "gitlab", "amp" ], "application-creation": [ "replit", "lovable", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "gitlab" ], "runtime-backend": [ "replit", "lovable", "vercel" ] } }, { "name": "AWS distribution emphasis", "remove": [ "cognition" ], "add": [ "amazon" ], "assumption": "Kiro replaces an independent coding supplier; AWS parent revenue remains excluded.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "replit", "lovable", "vercel", "figma", "gitlab", "amazon" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "replit", "gitlab", "amazon" ], "application-creation": [ "replit", "lovable", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "gitlab" ], "runtime-backend": [ "replit", "lovable", "vercel" ] } }, { "name": "Enterprise context emphasis", "remove": [ "cognition" ], "add": [ "sourcegraph" ], "assumption": "Give codebase context and search greater importance than autonomous task execution.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "replit", "lovable", "vercel", "figma", "gitlab", "sourcegraph" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "replit", "gitlab", "sourcegraph" ], "application-creation": [ "replit", "lovable", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "gitlab", "sourcegraph" ], "runtime-backend": [ "replit", "lovable", "vercel" ] } }, { "name": "Autonomous software factory", "remove": [ "cognition" ], "add": [ "factory" ], "assumption": "Current agent execution and review is an alternative to Cognition; benchmarks and funding remain excluded.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "replit", "lovable", "vercel", "figma", "gitlab", "factory" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "replit", "gitlab", "factory" ], "application-creation": [ "replit", "lovable", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "gitlab", "factory" ], "runtime-backend": [ "replit", "lovable", "vercel" ] } }, { "name": "Independent governance specialist", "remove": [ "gitlab" ], "add": [ "qodo" ], "assumption": "Prioritize model-independent review and organization rules; Microsoft retains repository coverage.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "lovable", "vercel", "figma", "qodo" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit" ], "application-creation": [ "replit", "lovable", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "qodo" ], "runtime-backend": [ "replit", "lovable", "vercel" ] } }, { "name": "Enterprise team-to-code coordination", "remove": [ "gitlab" ], "add": [ "atlassian" ], "assumption": "Current Jira agent execution and review provides an established team-workflow alternative.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "lovable", "vercel", "figma", "atlassian" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "atlassian" ], "application-creation": [ "replit", "lovable", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "atlassian" ], "runtime-backend": [ "replit", "lovable", "vercel" ] } }, { "name": "Issue-to-code coordination", "remove": [ "gitlab" ], "add": [ "linear" ], "assumption": "Prioritize the planning-to-coding boundary and paid code sessions.", "selectedIds": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "lovable", "vercel", "figma", "linear" ], "retained": 9, "jaccard": 0.8181818181818182, "allFunctionsCovered": true, "functionCoverage": { "coding-agents": [ "microsoft", "spacex", "anthropic", "openai", "cognition", "replit", "linear" ], "application-creation": [ "replit", "lovable", "vercel", "figma" ], "design-handoff": [ "figma" ], "delivery-governance": [ "microsoft", "linear" ], "runtime-backend": [ "replit", "lovable", "vercel" ] } } ], "sensitivity": { "stableWithinDeclaredScenarios": [ "anthropic", "microsoft", "openai", "spacex", "vercel" ], "weightTests": "Explicit alternatives shift emphasis among coding, design, governance, workflow and deployment. No numerical weights are claimed as scientific constants.", "estimateTests": "Omitting the reported Lovable run rate still leaves commercial product and project evidence, but weakens any precise current-scale claim. Alternative sets show plausible replacement. Dated lower bounds do not imply an exact revenue ordering.", "missingDataTests": "Kiro, Amp, Sourcegraph, Factory, Qodo, Tricentis, Builder and Bolt enter alternative sets despite unavailable comparable revenue. Missing values stay null; no funding proxy.", "universeTests": "Current ownership reconciliation removes duplicate units and adds major omitted provider groups. All plausible challengers remain in the ledger.", "interpretation": "The stable intersection only describes the tested scenario family. Untested scope changes can alter every seat; it is not a confidence interval." }, "changesVersusPrior": { "added": [ "microsoft", "openai" ], "removed": [ "harness", "supabase" ], "retained": [ "anthropic", "cognition", "figma", "gitlab", "lovable", "replit", "spacex", "vercel" ], "removedDisposition": "Retain full researched dossiers for Harness and Supabase as current commercial alternatives. Cursor and Claude Code are canonicalized to parents, not removed commercially." }, "limitations": [ "No unique ordered global Top10 is identified by these mixed public disclosures.", "The broad developer category combines different economic activities. A dedicated workflow or model-hub seat changes the selected set.", "Free users, paid users, active users, projects, repositories, deployments and package downloads cannot be converted to one usage score.", "Current realized product revenue is unavailable for several major suppliers. Lower bounds and historical measures do not solve that missingness.", "A ten-company ceiling forces close alternatives; Alphabet and JetBrains are particularly consequential challengers to the balance of independent app builders." ], "refresh": "Daily source monitoring; quarterly universe and function review. Consolidate completed acquisitions immediately. Replace close-cutoff representatives only after sustained commercial evidence across two review dates, except eligibility loss or completed structural transactions. Preserve every dated evidence and rationale change.", "layer": "applications", "publicationInterpretation": "This is an evidence-backed representative selection. 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