alt Hacker NewsThey have something like 80% gross margins, are at a $100B/yr ARR, and are growing at 10x per year... If that keeps up, they're going to be doing more revenue than Google in a year ($400B ARR, 20% per year growth)
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senordevnyc • today at 10:30 AM
Where did that $100B figure come from? I thought they were at ~10B at the end of 2025, so they're either not at 100B yet, or they're growing way faster than 10x / year.
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How can you sanely project the last 12 months forward? We have seen a huge uptick in usage. Last summer AI was a toy to most devs, now every enterprise developer I talked to uses it every day. Coding agent providers are surely going to hit market saturation in the near future.