"Unsurprisingly, the top of the list was dominated by major labs, with OpenAI taking the top slot and Anthropic following up at number 2. Vibe-coding tools were also well represented, with Replit at number 3, Lovable at number 18. Cursor landed at number 6, and Emergent at number 48. Cognition, which operates more enterprise-oriented coding tools like Devin and Windsurf, was at number 34."
"When a16z produced a similar list for consumer habits, Lovable ranked much higher than Replit on pure traffic alone because a lot of people were using it to create projects. But startups are not spending as much money on Lovable as they are on Replit, in part because of the lack of enterprise features. But the variety of companies on the list seems to suggest there's room for plenty of different companies at once."
Transaction data from Mercury identifies the top 50 AI-native application-layer companies receiving startup spending, revealing broad adoption across diverse AI products. Companies are adopting multiple tools for specific tasks while new apps rise and fall rapidly, indicating proliferation rather than consolidation within categories. Significant spending targets 'human augmentors' or 'copilots' that boost workforce productivity, implying startups are not yet fully shifting to agentic workflows. As agentic flows become feasible and users test them, adoption may move toward fewer end-to-end agent tools. Major labs lead spending, with OpenAI and Anthropic atop the list; coding platforms like Replit receive notable startup investment despite different consumer traffic patterns.
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