Void

What do they actually do

Void is an open‑source, VS Code–based code editor with built‑in AI autocomplete, in‑editor chat, and an “agent” that can read and modify your repository. Users bring their own model keys (cloud or local) and Void sends requests directly to the model provider or local runtime, rather than through a Void‑hosted backend (site, GitHub README).

You download a public beta for macOS, Windows, or Linux, migrate VS Code settings/themes, connect a model (OpenAI/Anthropic/Google or local via Ollama/Llama), then use autocomplete, chat, and two agent modes: Gather (read‑only) and Agent (can create/edit/delete files and run terminal commands). Agent changes are shown with checkpoints and visual diffs, and you can “Fast Apply” to push edits into files. The team continues to ship beta releases and changelog updates (download page, changelog, GitHub releases).

Who are their target customer(s)

• Developers working on proprietary or sensitive code: They won’t send source to third‑party servers and need an editor that routes requests only to the models they choose (cloud or local), with no Void‑hosted middleman.
• Compliance‑minded engineering teams in regulated industries: They can’t permit external processing of code and need clear checkpoints/diffs for any automated changes, plus control over where models run.
• Developers and ML engineers experimenting with local/open models: They want simple, reliable integrations with Ollama/Llama or other self‑hosted runtimes and per‑model settings, rather than editors that only support hosted APIs.
• Power users already on VS Code (extensions, themes, keybinds): They don’t want to re‑create their setup; they need one‑click migration and familiar workflows with AI completion and chat inside the editor.
• Small teams and solo maintainers with repetitive repo chores: They need an in‑editor assistant that can propose edits, run repo commands, show diffs/checkpoints, and let them apply fixes quickly under their control.

How would they acquire their first 10, 50, and 100 customers

• First 10: Convert the most engaged GitHub contributors/watchers and Discord beta users with hands‑on onboarding: 1:1 installs, VS Code migration help, and feedback loops to capture quotes and case studies.
• First 50: Run short demos and quickstart guides showing local model setups and Agent/Checkpoint flows; host office hours in Discord and developer forums to turn watchers into active users.
• First 100: Offer 1–2 week pilots for compliance‑sensitive teams under NDA, publish security/audit guides (model routing, diffs/checkpoints), and co‑promote with local‑model vendors and relevant communities.

What is the rough total addressable market

Top-down context:

The AI coding tools market was roughly $4.8–6.1B in 2023 and is forecast to reach the tens of billions by 2030; Void targets the privacy/self‑hosted slice of this market (Grand View Research).

Bottom-up calculation:

Directionally, ~27M developers × 74% VS Code usage ≈ 20M; × 76% using/planning AI ≈ ~15M likely users. If 15–30% of AI code‑tools spend requires private/on‑prem, that implies ≈$0.7B–$1.5B of today’s market and ≈$3.9B–$7.8B on 2030 projections (Evans Data, Stack Overflow 2024, Stack Overflow AI, Grand View).

Assumptions:

• VS Code usage ~74% among active developers; AI tool adoption ~76% among developers (Stack Overflow 2024).
• Addressable audience ≈ developers who both use VS Code and use/plan to use AI (Evans Data, Stack Overflow 2024).
• 15–30% of AI code‑tools spend is from customers requiring private/on‑prem or compliance‑focused deployments (Grand View Research).

Who are some of their notable competitors

• Cursor: A popular closed‑source AI code editor with chat and agent‑style features; a direct point of comparison for developers seeking an AI‑first editor.
• GitHub Copilot: The incumbent AI coding assistant integrated into VS Code and GitHub; strong distribution and enterprise purchasing make it a default choice for many teams.
• Codeium / Windsurf: AI coding assistant and an AI‑first editor (Windsurf) with agentic workflows; competes on speed, model options, and team features.
• JetBrains AI Assistant: Integrated AI features across JetBrains IDEs used heavily in enterprises; strong tooling ecosystem and paid enterprise plans.
• Continue.dev: Open‑source in‑editor AI assistant for VS Code/JetBrains that supports local models; overlaps on privacy and bring‑your‑own‑model workflows.