Executive Summary
Netlify's daily signups exploded from 3,000 to 16,000 over twelve months, with CEO Matt Biilmann attributing the 433% growth to AI democratizing software development. The addressable market expanded from 17 million JavaScript developers to potentially 3 billion spreadsheet users who can now build websites through AI agents. Biilmann reports 25% of failed build users immediately copy error logs to LLMs for debugging, while non-technical personas (marketers, designers, product managers) increasing...
Key Investment Opportunity
Web Infrastructure for AI-Generated Traffic
As AI agents become primary web consumers, infrastructure providers must build agent-optimized delivery systems. Content negotiation, token-efficient responses, and agent authentication create new technical moats.
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