AI coding agents & IDEs
The largest paying AI vertical (Cursor, Copilot, Claude Code)
Software engineering is the breakout AI vertical: Cursor (Anysphere), GitHub Copilot, Claude Code, Windsurf, Devin (Cognition), and Replit drive enormous token consumption and are the clearest product-market fit for frontier models in 2025-2026. This vertical's economics increasingly shape model roadmaps and inference demand.
Tools
Cursor, Copilot, Claude Code, Devin
Significance
top revenue vertical
How it fits the stack
AI coding agents & IDEs with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
AI coding agents & IDEs in the AI stack. AI coding agents & IDEs with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 4 entities, 3 relationships
- AI coding agents & IDEs —depends on→ Anthropic
- AI coding agents & IDEs —depends on→ Claude (Opus / Sonnet)
- AI coding agents & IDEs —used by→ Model Context Protocol (MCP)
Context — capital, rivals, policy · · 1