Developer-Led Landscape: 800 Companies, 1000 Products, $40B in Revenues

https://tylerjewell.substack.com/p/the-developer-led-landscape-20-08-28

by TylerJewell • 6 years ago

5 1 6 years ago

tylerjewell.substack.com

TylerJewell• 6 years ago

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

Developer-Led Landscape: 800 Companies, 1000 Products, $40B in Revenues

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