GitHub Copilot, an AI coding instrument supplied by Microsoft-owned GitHub, has now reached greater than 20 million customers, Microsoft CEO Satya Nadella stated on the corporate’s earnings name Wednesday. A GitHub spokesperson confirmed to TechCrunch that this quantity represents “all-time customers.”
Which means 5 million individuals have tried out GitHub Copilot for the primary time within the final three months; the corporate reported in April the instrument had reached 15 million customers. Microsoft and GitHub don’t report what number of of those 20 million individuals have continued to make use of the AI coding instrument on a month-to-month or every day foundation — although these metrics are doubtless far decrease.
Microsoft additionally reported GitHub Copilot, which is among the many hottest AI coding instruments supplied as we speak, is utilized by 90% of the Fortune 100. The product’s progress amongst enterprise prospects has additionally grown about 75% in comparison with final quarter, based on the corporate.
AI coding instruments are rising in reputation, and so they appear to be one of many few AI merchandise producing notable income. In 2024, Nadella stated GitHub Copilot was a bigger enterprise than all of GitHub was when Microsoft acquired it in 2018. Within the 12 months since, it appears GitHub Copilot’s progress fee has continued in a optimistic path.
The world’s hottest AI coding instruments nonetheless have tiny consumer bases in comparison with AI chatbots like ChatGPT and Gemini, which are a magnet for tons of of thousands and thousands of customers each month. In fact, software program engineering is extra area of interest than the final informational queries supplied by AI chatbots.
That stated, software program engineers and their employers appear to be keen to pay a premium for AI coding instruments. And with Microsoft’s lengthy listing of enterprise prospects and GitHub’s ecosystem of builders, GitHub Copilot is properly positioned to dominate the marketplace for enterprise AI coding instruments.
Cursor, one other in style AI coding instrument, desires to problem GitHub Copilot within the enterprise, and it’s been scooping up expertise from fledgling AI startups to take action. Cursor reportedly had greater than one million individuals utilizing its product every single day in March, based on Bloomberg. At the moment, the corporate generated about $200 million in annualized recurring income. Right this moment, Cursor’s ARR is greater than $500 million, suggesting there are actually much more individuals utilizing its merchandise on a regular basis.
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Whereas GitHub Copilot and Cursor initially sought to sort out completely different components of the developer expertise, they’re steadily converging into related merchandise.
Each corporations have lately launched AI brokers to evaluation code and catch bugs launched by people. Github and Cursor are additionally each making an attempt to create AI brokers that automate programmer workflows, permitting builders to dump duties altogether. Nadella stated throughout Wednesday’s earnings name that GitHub was seeing nice momentum with their AI coding brokers.
Past Cursor, GitHub has an array of well-capitalized rivals that wish to promote AI coding instruments to the enterprise.
There’s Google — which acquired the leaders of AI coding startup Windsurf — in addition to Cognition, the maker of Devin that subsequently acquired the remainder of Windsurf’s workforce. That’s to not point out OpenAI and Anthropic, that are each constructing out their very own AI coding choices powered by in-house AI fashions, Codex and Claude Code respectively, in an try and win the market.
The nascent house is rapidly heating up into one among AI’s best markets.
