速递｜AI编程工具收入突破31亿美元，Cursor、Claude Code与Devin成三大引擎

Core Insights - AI tools in software engineering have generated significant revenue, surpassing $3.1 billion, indicating their tangible value in the industry [1][2] - The revenue from AI programming tools is rapidly increasing, with Anysphere's annualized revenue growing from $200 million to over $1 billion in just a few months [2] Revenue Generation - The combined revenue from AI programming tools, including Anysphere's Cursor and Anthropic's Claude Code, has exceeded $3.1 billion, with Cognition's Devin programming agent contributing nearly $400 million annually [2][5] - The revenue from AI tools represents a small fraction of the total $150 billion in global software engineer salaries, but it is a significant increase from three years ago when these tools did not exist [2] Company Performance - Cognition's acquisition of Windsurf has led to a revenue increase of over 150% since the acquisition [3] - Anysphere is valued at $29.3 billion with an annualized revenue exceeding $1 billion, while Anthropic's Claude Code has an estimated revenue of around $1 billion and a valuation of $183 billion [5] Market Potential - The development of AI coding tools is still in its early stages, with the potential to replace expensive human engineering resources rather than just augmenting existing employee productivity [8] - AI-native startups are expected to continue growing, focusing on long-term tasks that can take hours or days to complete, which could lead to higher willingness from companies to pay for these tools [7][8] Future Outlook - The programming sector has shown that conversational AI technology can be highly successful, and there is potential for similar success in sales, data analysis, and finance [10]