Janelle Teng & Lauri Moore & Lindsey Li & Libbie Frost — Bessemer Venture Partners - Roadmap: Developer Tooling for Software 3.0 - August 2025
FreeFrom “Hello, World” to “Hello, AI”
About Janelle Teng & Lauri Moore & Lindsey Li & Libbie Frost — Bessemer Venture Partners - Roadmap: Developer Tooling for Software 3.0 - August 2025
Bessemer Venture Partners' 'Roadmap: Developer Tooling for Software 3.0' analyzes the paradigm shift in software engineering driven by AI, from human-AI collaboration to full autonomy. The report highlights five investment themes: supercharging developer productivity through AI augmentation, democratizing software development, next-generation tools for AI-native development, reimagining new engineering interactions, and 'agent experience' as the new developer experience. It cites GitHub Copilot's impact and predicts AI will write 95%+ of code by 2030, emphasizing that prompts become programs and LLMs function as a new type of computer. The roadmap is part of Bessemer's Atlas series and was contributed by Janelle Teng, Lauri Moore, Lindsey Li, and Libbie Frost.
Key Features
Pros & Cons
- Insightful analysis from a top venture capital firm with deep domain expertise
- Identifies clear, actionable investment themes and emerging categories
- Includes concrete market data (e.g., GitHub annual revenue, Copilot growth)
- Not a product or tool; it is a market analysis report
- Predictions about future AI adoption may become outdated quickly
- Limited to Bessemer's perspective and portfolio examples