The emergence of generative AI coding agents has driven significant revenue growth for companies like Replit and Anysphere. However, this growth comes amid challenges, as Replit's gross margins have fallen from 36% to negative 14% due to increased usage-based costs. Similarly, LiveRamp is currently testing a new usage-based pricing model with fungible tokens across its products. In the advertising space, AppLovin has seen stock price fluctuations but plans to expand its self-serve commerce advertising beta program to all advertisers by mid-2026, which could greatly affect return on ad spend (ROAS).
Replit's annual recurring revenue grew 12x after launching generative AI coding agents, but its gross margins dropped from 36% to negative 14% as LLM bills increased with usage.
LiveRamp is testing a new usage-based pricing model in beta with 40 customers, based on issuing fungible tokens that act like interchangeable units consumed as services are used.
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