Claude quickly became the developer’s top choice for code generation, capturing 42% market share, more than double OpenAI’s (21%). In just one year, Claude helped transform a single-product space (GitHub Copilot) into a $1.9 billion ecosystem. The release of Claude Sonnet 3.5 in June 2024 demonstrated how breakthroughs at the model layer can move application markets, making possible entirely new categories like AI IDEs (Cursor, Windsurf), app builders (Lovable, Bolt, Replit), and enterprise coding agents (Claude Code, All Hands).
Claude quickly became the developer’s top choice for code generation, capturing 42% market share, more than double OpenAI’s (21%). In just one year, Claude helped transform a single-product space (GitHub Copilot) into a $1.9 billion ecosystem. The release of Claude Sonnet 3.5 in June 2024 demonstrated how breakthroughs at the model layer can move application markets, making possible entirely new categories like AI IDEs (Cursor, Windsurf), app builders (Lovable, Bolt, Replit), and enterprise coding agents (Claude Code, All Hands).