Business & Entrepreneurship ／ Shensi
Shensi Circle / AI Coding Company Case Studies (Cursor/Lovable/Bolt/Devin/Replit)
Shensi Circle 39 AI Coding company case studies. Cursor ($50 billion valuation + training as product + chief designer + Composer)/ Lovable ($50 million ARR in 6 months + 6 growth playbooks + anti-traditional growth)/ Bolt / Cognition Devin / Replit (SaaStr zero-engineer case)/ Codex / GitHub Spec Kit / Open-source AI coding tools ($32 million)/ Readdy.ai (Chinese-founded / $5 million ARR in 4 months). Covers coding Agent business models, growth playbooks, technical inside stories, and the 80→100 make-or-break line