Developer tools
Categories · Industry
8 companies · Growing sample. Treat patterns here as early signals, not findings.
6ranked (Trust 2+ and Strength 12+)
0with strong evidence (Trust 3+)
3with proven demand (Demand 4+)
–median annual revenue: not enough comparable figures yet
Companies
- Cursor$60B (all-stock) acquisition value, June 20269.4Trust 2/5 · Strength 17/25 · Demand 4/5
- fal$800M annualized revenue (run-rate), per The Information, September 20268.8Trust 2/5 · Strength 16/25 · Demand 4/5
- Lovable$400M aRR, Feb 2026 · self-reported8.8Trust 2/5 · Strength 16/25 · Demand 3/5
- Vercel$600M annualized revenue run rate, up 148% YoY, Oct 2026 · self-reported8.3Trust 2/5 · Strength 15/25 · Demand 4/5
- OpenRouter$140M annualized revenue (estimate), July 2026, July 20268.3Trust 2/5 · Strength 15/25 · Demand 3/5
- Replit$150M annualized revenue (company said on track for), Sep 2025 · self-reported8.3Trust 2/5 · Strength 15/25 · Demand 3/5
- Snyk$278M revenue (up 26% from 2023), FY2024WatchlistTrust 2/5 · Strength 11/25 · Demand 3/5
- Nous Research$36M annualized revenue, Mid-September 2026 · self-reportedWatchlistTrust 2/5 · Strength 9/25 · Demand 3/5
How sure we are
Best source behind each company’s figures.
How they make money
Business models
How they sell
What it took to build
Only sourced figures are counted. Unknown is never treated as small.