Developer Tools 2.0 | Sequoia Capital US/Europe

Copilot has caught lightning in a bottle. GitHub’s AI-powered companion for developers, suggesting the code you might want to write next, is a hit in more ways than one. It’s beloved by engineers, attracting more than a million within about a year and delivering a substantial boost in productivity. (Even if you’re a top engineer, it might write half your code or more.) It also stands to become a commercial blockbuster. Charging $10-19 per seat per month, Copilot could grow to generate $1 billion or more in annual revenue among GitHub’s 100 million users. 

Copilot’s success has set off a gold rush. Founders have raced to bring the power of large language models to all kinds of other industries, building tools to help professionals write, code, design and create media. There’s “Copilot for lawyers,” “Copilot for doctors” and “Copilot for designers,” and many more “Copilot for X”’s. 

These are all exciting directions. We think generative AI stands to transform one industry after another, making all kinds of professionals more effective at work and delighting waves of consumers. 

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