Over the past decade, I have sought to identify every for-profit developer product.
The landscape contains 800 companies across 22 segments that publish 1000 products which generate $40B in revenues.
Today, I am publishing some of the data and analysis.
It includes products from amazing companies like JFrog, Atlassian, HashiCorp, CloudBees, Red Hat, Snyk, Microsoft, JetBrains, and VMware.
I am hopeful that we can get the community to engage by identifying missing companies, help refine segment definitions, and to bring better awareness on the the influence and reach of developers.
I undertook this effort for a few reasons:
1. Developer businesses are still misunderstood by investors and business professionals
2. To bring clarity on the size and growth of different sub-segments of developers
3. To identify long-lived trends in developer businesses and products
4. To bring awareness to my efforts as a technologist and investor, helping to identify interesting companies I may get to connect or collaborate with.
A sample of what's included:
️Developer runtimes generate 2.5x more than pre-prod
️Early segment leaders usually become dominant
️1 trillion programmable endpoints drives need for lifecycle automation and operations to "Shift Left"
️$5M ARR is the threshold between startup and going concern
️It takes a mega vendor to straddle pre-production and production
️Substantial application server businesses emerge (category creation) around programming paradigms
️Private companies have raised a staggering $50B in venture capital ... though deliver questionable capital efficiency
️Software supply chain industrialization will propel the industry towards autonomous software development
