Deep Dive: AI Coding Tools Business Model [Premium PDF Report]

Cursor hit $1 billion ARR in 22 months—the fastest in SaaS history.

Lovable reached $200 million ARR in 11 months. Replit grew 90x in a single year.

These aren't outliers. They're signals.

The AI coding tools market is going from $4.8 billion to $26 billion by 2030 and it's reshaping how software gets built, who can build it, and the economics of developer productivity.

What makes this space fascinating isn't just the growth. It's how these companies are growing and the strategic choices separating the winners from everyone else.

In this deep dive, I break down the entire AI Coding Tools business model:

• ✅ The 5 architectural patterns (and why they have radically different economics)

• ✅ How Cursor, Claude Code, Replit, and Lovable actually make money

• ✅ The go-to-market strategies driving explosive growth

• ✅ Why vertical integration might be the only path to sustainable margins

• ✅ Investment frameworks for evaluating which players will survive the consolidation

Take a peak of what's inside this Deep Dive:

Whether you're in tech, investing, or just curious about where developer tools are heading, this one's for you.

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