Comment by satvikpendem
3 days ago
I wonder how they're doing too then, as we don't have public stats about them (Telerik was acquired by a public company Progress Software but they do not break down revenue by Telerik specifically). Ultimately, this business of selling components is not sound in the age of AI.
Another thing to consider, it seems JS devs use more AI for work than .NET devs for example, which might be in more old-school companies and industries. I can't verify this but there seems to be a correlation between companies who use hip new CSS and JS frameworks, and their AI usage, thus accelerating Tailwind Corp's cannibalization by AI, as most vibe coders are building web apps from what I've seen and Tailwind and React are very well represented in the training set.
> Another thing to consider, it seems JS devs use more AI for work than .NET devs for example, which might be in more old-school companies and industries.
Speaking from years of .NET work in state and federal government, the sort of dev groups that lean on Telerik or DevExpress have less leverage to build new things for themselves than you would expect, so the use of AI inside of them is predominantly for maintaining existing software. Decisions on how things get built at most public agencies still revolve around MS Access and WebForms due to a whole bunch of BS ordinances that legislators put in place; for those sorts of places a reliable vendor can absorb the blame if concerns surrounding accessibility, compliance, or security of your ancient web services crop up, while Claude and Codex put the liability back on your org.
Yeah I don't disagree that selling components is going to be hard business in the age of AI. Just mostly pointing out that it was a good business previously.