Hundreds of millions of dollars.
Every single month.
And not from desperate investors or idle hobbyists -- from real developers. From serious companies that mean business.
AI coding, an industry inching closer to the $10 billion figure, by each passing year.
There are still devs on Reddit who think they are too good for AI -- but the biggest tech giants now have AI writing major portions of their codebase -- and they are not going back.
Google now has AI writing as much as 50% of their codebase.
We have 20 million GitHub Copilot users.
GitHub Copilot Enterprise customers increased 75% quarter over quarter as companies tailor Copilot to their own codebases.
And 90% of the Fortune 100 now use GitHub Copilot.
In this article, we're going to go through why this wave of AI tooling is fundamentally different—starting with the one thing bubbles never have: real money.
The money is real (and it's massive)
In a real bubble, companies burn billions with no path to profit. Yet AI coding tools are already printing money. Microsoft’s latest reports show that GitHub’s Annual Recurring Revenue (ARR) has crossed the $2 billion mark. GitHub Copilot alone accounts for over 40% of GitHub’s total revenue growth.
This isn't a "pilot program" or a free beta; this is a product that millions of developers and thousands of companies are paying for because it delivers immediate, measurable value.
In fact, Satya Nadella recently noted that Copilot is already a larger business than the entirety of GitHub was when Microsoft acquired it in 2018.
"Just a toy"
The "it’s just a toy" argument dies when you look at who is actually using these tools. This isn't just for hobbyists or "vibe coders" building weekend projects. According to Microsoft’s 2025 earnings data, over 90% of the…
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