Investors are also worried about these vendors’ continuous need to come up with new additional features in order to compete with rivals, which in turn has an effect on their operational expenditure, specifically research and development, Andersen added.
If not now, when?
For now, IT leaders should focus on building internal readiness — experimenting with agentic IDEs in sandboxed environments, upskilling teams on prompt engineering and AI oversight, so that when the technology matures, their organizations are well-positioned to adopt it swiftly and securely, analysts said.
However, Cockroach Labs’ Kimball pointed out that some users and enterprises will look for alternatives to bypass challenges around these IDEs, such as open-source models, local inference, or hyperscale platforms with more resilient infrastructure.
