Critical
Tecnologia & SaaS
AI Code Copilots
GitHub Copilot dominates with 1.3M subscribers. Cursor and others fight for scraps while models improve.
📊 Evidence
- • GitHub Copilot with 1.3M paying users
- • Cursor raised at $2.5B valuation
- • Amazon CodeWhisperer free for developers
- • Google Gemini Code Assist integrated in IDEs
⚠️ Risks
- • Base models improving, eliminating wrapper value
- • Incumbents (Microsoft, Google) have distribution
- • Developers resist paying for tools
- • Concerns about proprietary code
💡 Opportunities
- • Copilots for niche languages/frameworks
- • Focus on security and code compliance
- • Integration with specific legacy systems
- • Enterprise with on-premise data
Verdict
Extremely saturated. Only enter with real technical differentiation or enterprise focus.
85
of 100
Saturation Score
Extremely saturated market. Avoid.
Trend
↓ Falling
Category
Tecnologia & SaaS