GitHub Copilot, an AI coding software provided by Microsoft-owned GitHub, has now reached greater than 20 million customers, Microsoft CEO Satya Nadella mentioned on the corporate’s earnings name Wednesday. A GitHub spokesperson confirmed to TechCrunch that this quantity represents “all-time customers.”
Meaning 5 million folks have tried out GitHub Copilot for the primary time within the final three months; the corporate reported in April the software had reached 15 million customers. Microsoft and GitHub don’t report what number of of those 20 million folks have continued to make use of the AI coding software on a month-to-month or day by day foundation — although these metrics are seemingly far decrease.
Microsoft additionally reported GitHub Copilot, which is among the many hottest AI coding instruments provided at the moment, 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, in response to the corporate.
AI coding instruments are rising in recognition, they usually appear to be one of many few AI merchandise producing notable income. In 2024, Nadella mentioned 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 price has continued in a constructive path.
The world’s hottest AI coding instruments nonetheless have tiny consumer bases in comparison with AI chatbots like ChatGPT and Gemini, which magnetize a whole lot of hundreds of thousands of customers each month. In fact, software program engineering is extra area of interest than the final informational queries provided by AI chatbots.
That mentioned, software program engineers and their employers appear to be prepared 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 nicely positioned to dominate the marketplace for enterprise AI coding instruments.
Cursor, one other widespread AI coding software, needs 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 1,000,000 folks utilizing its product each day in March, in response to 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 folks utilizing its merchandise on a regular basis.
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Whereas GitHub Copilot and Cursor initially sought to deal with completely different elements of the developer expertise, they’re steadily converging into comparable merchandise.
Each firms have not too long ago launched AI brokers to overview code and catch bugs launched by people. Github and Cursor are additionally each attempting to create AI brokers that automate programmer workflows, permitting builders to dump duties altogether. Nadella mentioned 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 want 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 staff. 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 to win the market.
The nascent house is shortly heating up into certainly one of AI’s best markets.
