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Through 2027-07-14, fewer than 2… — resolves 2027-07-14
Through 2027-07-14, fewer than 2… — resolves 2027-07-14
The call
Through 2027-07-14, fewer than 2 named enterprise customers (1,000+ employees or $100M+ in annual revenue) publicly confirm a full migration from a copilot-style product to a pure agent product, with the copilot licence dropped.
Sources
arXiv
「agents can assist developers in ways that surpass …」
Stratechery(Ben Thompson;訪 Anysphere/Cursor CEO)
「reaching $100 million in annual recurring revenue …」
The receipt
Compile enterprise migration events disclosed in public reporting, official case studies, and customer financial filings, listing each named case.
Resolves
Jul 14, 2027
Outcome
Not due yet — no public outcome to report.
What we learned
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):
Two or more named cases would flip the reading that the two product types coexist without a migration wave.
