The Ledger
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Patel: Claude Code and Cursor have surpassed GitHub Copilot in ARR
“If you look at the revenue ARR chart, it's like, Cloud code in, like, three months has surpassed them, and, like, cursor, you know, easily surpassed them, and then, like, even, like, companies like Replin or, like, and Windsurf slash Cognition are, like, gonna…”
Chi: Fortune 10 firm's daily Claude Code limit shifted peak work hours
“I have a small anecdote related to this actually, you know, was meeting with a company and the fortune 10 and they, the way that they've adopted cloud code has been with roughly a hundred dollar a day budget for their engineers. And so what I was hearing is th…”