Coding agents as products
Agents that take a ticket and return a working change, sold as products.
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Facts
- Lane
- Software
- Wave
- 7 of 12 (build order, not a date)
- Needs
- 15 boxes all the way back through hard links
- Unlocks
- 17 boxes downstream through hard links
- Leverage
- None: already built
- Cluster
- Agents at work
- When
- Here since 2025
Evidence as of October 2026
Cursor reportedly passed $2bn in annualised revenue in March 2026, having doubled in three months.
Watch
Coding-tool revenue. Cursor: over $2bn run rate in March 2026.
Timeline note
Coding agents sold as products from 2025; Cursor passed $2bn run rate in March 2026.