With software development getting ultra cheap and ultra fast, there will be generational AI-native technology services agencies who builds, implements, and responsibly runs highly customized software systems for small and medium businesses.
Super valuable data on what's actualy shipping vs what's being hyped. The Anthropic preference gap (48% OpenAI usage vs 42% Anthropic preference) basicaly confirms what I've been seeing, once teams hit the limits of GPT4 for code generation they switch and dont look back. What jumped out most was the 24% Copilot abandonment rate, thats a masive churn signal for something that came bundled with enterprise deals.
Yep, as we called out in the post as well - Copilot’s loss of market share was very surprising that speaks to the preference for really best of breed products. For us as investors, we also need to keep that in mind & avoid the tendency to let “What happens if this incumbent introduces this as a feature?” creep into our mental model.
Claude Code’s edge over copilot can become a generational advantage. Thanks this article was very helpful, also how do I get into this builder community btw?
Great Insights based on actual developer inputs- One area I believe Orchestration Layer or Customized Frameworks would still be relevant would be the Agentic Workflows - Not sure native frameworks could seamlessly support multiple model providers.
Cursor solved our infra outage in 20 minutes, that could easily have taken more than a day if done manually
Yeah, it’s an amazing product - we’re power users of the same.
This is so good thank you.
Thanks for reading, glad that you found this one useful. We had a lot of fun doing this.
You should check out bloomr.world - it's an upcoming platform for young founders
With software development getting ultra cheap and ultra fast, there will be generational AI-native technology services agencies who builds, implements, and responsibly runs highly customized software systems for small and medium businesses.
Super valuable data on what's actualy shipping vs what's being hyped. The Anthropic preference gap (48% OpenAI usage vs 42% Anthropic preference) basicaly confirms what I've been seeing, once teams hit the limits of GPT4 for code generation they switch and dont look back. What jumped out most was the 24% Copilot abandonment rate, thats a masive churn signal for something that came bundled with enterprise deals.
Yep, as we called out in the post as well - Copilot’s loss of market share was very surprising that speaks to the preference for really best of breed products. For us as investors, we also need to keep that in mind & avoid the tendency to let “What happens if this incumbent introduces this as a feature?” creep into our mental model.
Fun times.
Claude Code’s edge over copilot can become a generational advantage. Thanks this article was very helpful, also how do I get into this builder community btw?
There’s a form link on our website for you to fill post which the team shall get you added to the crew.
Great Insights based on actual developer inputs- One area I believe Orchestration Layer or Customized Frameworks would still be relevant would be the Agentic Workflows - Not sure native frameworks could seamlessly support multiple model providers.