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Through 2027-07-14, GitHub Copilot,… — resolves 2027-07-14
Through 2027-07-14, GitHub Copilot, or one of the top two copilot-style coding assistants by market share, shows no year-over-year decline in officially disclosed annualized revenue/ARR or paid users.
arXiv
「agents can assist developers in ways that surpass …」
Stratechery(Ben Thompson;訪 Anysphere/Cursor CEO)
「reaching $100 million in annual recurring revenue …」
Read the most recent official disclosure of ARR or paid users, from Microsoft earnings or a GitHub announcement, and compare it year-over-year against the prior-year figure.
Jul 14, 2027
Not due yet — no public outcome to report.
Not resolved yet — here is the condition we pre-committed to that would overturn this call (check it yourself, you don't have to wait):
A negative year-over-year disclosure flips the growth call for copilot-style products.
