42 comments

  • bdavbdav 1 hour ago
    All the death knell comments - Is no one looking at the revenue line? Revenue still trending the same. Costs presumably haven't skyrocketed. They've invested in something big. Thats probably a good thing, and often needed to evolve.
    • mjr00 1 hour ago
      Yeah look at the details below. Revenue is up 6% (which is not amazing but still growth). But staff expenses are up 34.2%. And the real big hint is "Cash Flow From Investing" plunging from -83 million $USD to -469. That's massive. They're staffing up and investing in... something.
      • usrusr 59 minutes ago
        > and investing in... something.

        Reads like aimlessly burning whatever they felt they were able to burn without existential risk on some "also ran" LLM sinkhole.

        In other words: nothing to see here, same as everybody else.

        • mattbrewsbytes 25 minutes ago
          I still have this naive notion that we don't need LLMs for code generation and editing. Does a system need the knowledge of the full works of Shakespeare to be able to output Javascript?

          Maybe people smarter than me know better but couldn't there be a middle ground where an IDE/Editor has an embedded engine (doesn't need to be a full-on LLM) that doesn't require external tool calls and token spend?

          If an organization is paying $2400/year per developer for tokens and a highly intelligent editor/IDE comes around that charges $1000/yr and gets more output at a fixed cost, its a no-brainer of a decision.

          • Roark66 7 minutes ago
            You know what, considering there was a recent "small" open weights LLM released recently that meets 90% of my coding needs I'm inclined to agree.

            Qwen3.8-Flash-Next - relatively small, it runs on 6 6 year old GPUs on my home PC happily running 5 simultaneous 262k sessions with additional 10 cached in RAM (bought back when you didn't have to remortgage your house for Ram) and it has been the first local model that is not a toy.

            But there is a class of problems where I still reach for Anthropic's fable...

            However, I have a hunch bordering with certainty Anthropic is achieving such great results by doing a lot of harness tricks.

            For example opus 4.8, is not much better on coding than before mentioned Qwen model, but gets amazing results on factual knowledge stuff (the knowing all works of Shakespeare thing). How hard would it be to add a general knowledge RAG to requests that contain relevant questions and beat all benchmarks like that? Not very hard.

            So I think there is big innovation to be had in harnesses, routers, inference and so on.

            As to money spent on AI per developer my current client (a fortune 200 software company) spends $500 per month. That is $6k a year. A lot more than your examples. And many people run out of their quota pretty quickly.

          • Sheeny96 18 minutes ago
            Forgive my naive understanding of LLMs - but how do you get semantic understanding of a codebase, such that it knows what changes to make/why/where, without a wider understanding of language more broadly?

            I'm using the word understanding loosely there, but I couldn't think of another word.

          • AIblemblio 11 minutes ago
            I think this already happens through Mixture of Experts which is now build in to ost models.

            But finding out what an LLM needs to understand from a business side to write your code good, is an otpimzation which no one cares currently.

            I'm pretty sure we either stay on big full frontier models for a long time, just use them for everything or we will start to see more and more people doing finetuning/project specific training like java + german + english + business contxt xy;

            It will be an indicator for the whole industry.

          • blktiger 18 minutes ago
            I think the amount of knowledge to correctly work on code is more than you'd think, because at the end of the day writing code without an understanding of the environment it exists in/for is likely to not fit the problem correctly. Maybe it doesn't need knowledge of _Shakespeare_ per se, but if you were working on a virtual tabletop having knowledge of tabletop games can help with identifying the right implementation to use, knowing what kind of constraints to consider, etc.
          • dimitrios1 18 minutes ago
            I have hope we will get there eventually, once all the hype/wealth extraction/boys club giving all their buddies money cycles end, and the specialized tools with real value start to emerge.
        • echelon 54 minutes ago
          > without existential risk

          To do nothing is to die. I've been a JetBrains subscriber for over a decade. Nobody is going to use their tools in five years. I certainly don't need my subscription anymore.

          > on some "also ran" LLM sinkhole.

          They can't do Junie. It's a dead end. They can't do the same thing everyone else is doing either, or they're exactly as you put it: an "also ran" in a very crowded field.

          The only way for JetBrains to survive is to figure out their Garmin play. They either find some niche within the existing product or - maybe (and very improbably) - they can innovate something wild nobody else has figured out yet that provides a path to new fertile pasture. But that's more the startup path than the thriving incumbent facing innovator's dilemma path.

          But no matter what, if they stay the course, they're dead. Just like half the people expecting to still be writing code by hand.

          • jbvlkt 23 minutes ago
            I think they are trying new things even with "nobody writes code anymore" in mind. Their IDEs are now MCP servers for agents to reason about the code. Imagine your agent will stop wasting tokens using grep to find symbol usages if he can just ask IDE where it is used. They are not the best option for vibecoders right now but who knows what will happen in 1 year.

            Integration with other developer tools, code reviews etc. are better than ever. Ideavim is probably the best vim plugin and it gets new features every month. They are also investing a lot in the AI.

            I would bet they will survive just fine unless we would write software in slack only using emoji :-)

            • microtonal 0 minutes ago
              Imagine your agent will stop wasting tokens using grep to find symbol usages if he can just ask IDE where it is used. They are not the best option for vibecoders right now but who knows what will happen in 1 year.

              Can't agents just use a language server? There are already a bunch of projects that provide this, e.g.: https://www.agent-lsp.com/

            • Semaphor 3 minutes ago
              And their MCP servers and tools are great! But I wish they’d remember that some of us also actually code in the IDE, because human usage quality of their IDEs has been getting worse in that time…
          • Oras 34 minutes ago
            > They either find some niche within the existing product

            They should stay in where they started, dev experience and IDEs custom for each language. Entering the AI coding was a mistake in my opinion, I’m sure one can argue that AI coding would have better tooling without their IDEs, but AI coders (Cc and codex) don’t use IDEs anymore so it’s a lost battle before the start

            • rolosa 22 minutes ago
              I remember around 2019 or so they shipped their first AI feature and there was a huge backlash for it. Did that change their direction in anyway? Obviously 2026 is a way different landscape than back then.
          • miohtama 16 minutes ago
            I have been Jetbrains subscriber for over a decade and stopped using them last year. Visual Studio Code did LLM integration better. And now I am using VS Code less and less with AI-native control plane like Paseo. I can literally develop on my mobile phone.
          • tetraodonpuffer 30 minutes ago
            I disagree on to do nothing is also to die, I'd love to continue paying if they prioritized bugfixing, speed, remote/container editing and having an open AI ecosystem, as well as supporting any new language features without degenerating into an "always online" editor like vs.code.

            I could not care less about "new paradigm" editors, UI reworks and AI lock-in offerings, the only AI I want is let me bring my own local model, or interface with claude / codex / ...

          • sporedro 37 minutes ago
            I love their tools and am keeping my subscription for now, but would have to agree.

            VSCode has been eating at their users for years now. Jetbrains tools still were much better in my opinion but they are competing with “free” and “good enough”. With AI getting better, the main advantages of Jetbrains are gone.

            I don’t need a massive IDE anymore. I still need an editor, but there’s hundreds of better tools for quick edits than a massive IDE.

            It’s a company at the end of the day, but I hope they find a niche or pull a Garmin play like you said, otherwise I don’t see them being relevant.

          • watwut 42 minutes ago
            > Just like half the people expecting to still be writing code by hand.

            I know this is not your main point, but common.

            If this is true, AI would be the first tech impossible to learn 5 years after it appeared.

          • noodletheworld 34 minutes ago
            > I certainly don't need my subscription anymore

            Sure. I still use mine though; privately and at work.

            > Nobody is going to use their tools in five years.

            > they're dead. Just like half the people expecting to still be writing code by hand.

            Hyperbole much. Leave it on LinkedIn man.

            Who knows?

            5 years is a long time.

            They're trying to navigate the AI era just like everyone else.

            You know what we got told at work? “Scrappy AI startups are snapping at our heels, we need to move fast so the competition doesn't over take us”

            …but if you ask: what startups? Silence. If you ask, why are we scared of some teenager vibe coding a platform and stealing our customers? Silence.

            Dont question the narrative.

            Of course AI is an existential threat. Of course there are vibed startups trying to eat our market.

            Have you not seen our share price?

            Such hyperbolic BS. Ffs. Calm down.

          • mschuster91 37 minutes ago
            > Nobody is going to use their tools in five years.

            What will replace it? The dumpster fire called Eclipse, certainly not. The even larger dumpster fire that is Electron based VS Code, also not. And "vibe coding", "agentic AI" etc. will also be a thing of the past once the VC money spigot selling tokens for far below actual cost dries up.

            The JetBrains portfolio is here to stay.

            (One might even see a total ban for American products in the EU or a significant push in sovereign technology on the horizon, and JB stands to profit from both options!)

            • mort96 1 minute ago
              I'm not a fan of VS Code myself, but everyone I know uses it (except for people I myself have influenced into using something else). It truly is a sort of default editor these days.
      • neuropacabra 22 minutes ago
        I hope they are not investing in tokens. I say this as ex-JetBrainer. I want JetBrains to succeed but what it would in the IDE landscape?
        • jm4 19 minutes ago
          Cost of services is up. I suspect that's where the token cost comes into play, but they didn't "invest" in tokens. They can't call that an investment anyway. The increase in cost of services relative to revenue impacts net income - we can see that in prior years - but that's not the whole story. Total assets on the balance sheet increased at the same time net income decreased. They spent money on something of value.
          • piker 7 minutes ago
            Why couldn’t they capitalize token spend?
        • echoangle 19 minutes ago
          Could they label that as investing in such a report? Sounds misleading. Investing to me means paying for something you then own afterwards, paying for AI sounds like a normal expense.
      • simoncion 57 minutes ago
        > ...the real big hint is "Cash Flow From Investing" plunging from -83 million $USD to -469. That's massive. They're staffing up and investing in... something.

        ...or they're bailing out of really bad investments before they become even worse ones...

    • jeroenhd 1 hour ago
      Jetbrains has been pushing Junie real hard, my guess is that they've been giving out too many cheap tokens to try to stay relevant as Claude and friends pull people away from the IDE.
      • jermaustin1 38 minutes ago
        In everyone's day jobs where they used an IDE 5 years ago, or even a year ago, are those jobs abandoning the IDE?

        I still use Visual Studio in my day job, where Claude's output while VERY helpful, requires my ownership of everything, meaning I am inspecting every single line it changes. If a change is bigger than I think it should, I kill it before I commit.

        I know I don't HAVE to use an IDE for that, but if the change is small enough, I am faster than asking Claude to understand the subtext behind my personal context of the product, and the IDE is supremely helpful for making a quick change across a handful of files.

        • Gareth321 22 minutes ago
          > meaning I am inspecting every single line it changes.

          I think this is changing fast. Pressure is increasing on devs for output, and most devs I know are no longer inspecting lines. I have devs in my business unit who claim to not have looked at code for months, except on certain rare occasions. I am not a developer and this week I've been given access to the repo to build my own apps and extensions. There's a "review" between commit and deploy, but there's no chance the Tech Lead can manually review everything, so that's getting done by AI too.

          I know this horrifies a lot of devs, but these tools are shockingly good and we are not seeing an increase in bugs. In fact our automated detections (also AI assisted) are reducing the number of customer reported critical bugs.

          I really think the days of inspecting every line are over.

          • treis 1 minute ago
            It's an interesting philosophic question. LLMs tend to be overly verbose and defensive in coding. It's not a ton of extra complexity but it makes the code harder to follow for a human. But if a human is not writing the code how much does that matter?

            I agree that they have gotten shockingly good. It's been a long time since I've seen them do something that is objectively wrong. Once we get closer to the "too cheap to meter" cost level things will change radically again.

        • ApolloFortyNine 6 minutes ago
          IMO what's being called an 'Agent Development Environment' solves this issue for you. I like Orca but there's a few dozen of them.

          Basically they give you a way to view the code the llm has generated/changed easily, annotate that code for the llm, and manage multiple agents and at once.

        • aurareturn 5 minutes ago
          I can go for a week or two without opening my IDE. Unheard of just a year ago.
        • chris_st 14 minutes ago
          I had personal subscriptions to WebStorm and GoLand and cancelled them not long after getting Windsurf. Just don't need the IDE abilities like I used to... Still use 'go to definition' but that's pretty much it.
        • jeroenhd 10 minutes ago
          Junie's features are geared very much towards the more vibecoding side of things. Jetbrains even produced a vibecodin IDE.
        • kuekacang 29 minutes ago
          Can't seem to beat vscode in over-ssh editing. Using IDEA it requires ~2GB transfer (local download plus ssh transfer) which is quite significant.

          > ...inspecting...

          I got used to sublime merge to context-switch editing vs reviewing, staging changes line-by-line

      • ipsod 1 hour ago
        Has anyone had a good experience with Junie, to share?

        I've tried it, and it seemed fine, but not compelling enough to even spend the free usage I get with my All Products Pack.

        • chrisandchris 8 minutes ago
          I use it daily, but I'm also the AI consumer that is looking for something like a hammer and a saw (it's clear what their job are and they're doing their job fine). I'm absolutelty not looking for the next-gen-stuff, so I avoid Codex/Claude/...

          Junie is boring, and that's perfect (for me).

        • poncho_romero 44 minutes ago
          I think Junie is comparable to something like Claude Code or Codex, but moving a little slower feature wise. It's perfectly adequate for developers who want to use AI but don't want to keep up with the bleeding edge of tooling.
        • matsemann 58 minutes ago
          It felt quite competitive about a year ago. But haven't tried it since, no idea how it has held up with the other advancing. What I liked was the tight integration with the IDE. I don't particularly like the way I work with Claude now, still wanting to check the changes, navigate code, ask questions, write some code myself etc. Feel claude mostly is for the "bigger" changes. Sometimes I just want to select some text and refactor it, or ask a stupid simple question without the "chat".
        • jeroenhd 1 hour ago
          Worked fine as a free tool, but as long as AI companies are selling their slopware tokens below cost with subscriptions, it's not really that interesting in my opinion.

          The Jetbrains integration is nice, but if you rely on the tool you're probably not going to use the IDE much anyway.

        • Blackthorn 53 minutes ago
          Not personally but Junie was what made the fellow developer I respect most in the world actually start taking notice of LLMs as something useful instead of bad.
        • surgical_fire 40 minutes ago
          I used it for a bit.

          It is alright to get an LLM review on code I write myself, but getting extra tokens is expensive, and it was not clear if I could configure it to use one of the API keys I have from GLM, MiMo, etc.

          I tried Air as well. It was alright, but I found it a bit more cumbersome to use then Pi. I tried configuring Pi to be accessed though ACP, but it felt like going through a hoop to have a worse experience. Then again, I am not someone that manages multiple agents in parallel, at most I have one agent implementing something in a different repository while I am doing my own things.

          Air could maybe be useful for me if I could plug in the LLMs I actually use directly, it is too tied to ChatGPT, Claude, etc.

        • PaulHoule 52 minutes ago
          I enjoyed it a lot early on. In particular it didn’t have all the confusing and anxiety inducing options that other agents have to use more expensive or less expensive models, I liked the way it approached “plan mode” [1] and I didn’t feel like I had to stress it about token costs the way I do with the other models…. Jetbrains now gives me a choice of agents which I don’t like because having to think about it makes feel like one of those “ai bros” who is overthinking their relationship to ai and underthinking their code.

          I would like to see one more ide-integrated, like I think running commands like ‘grep’ with the shell is really for the birds (creates a risk that some other command line might be run, the wrong files might be accessed, all that) and rather there should be a specialized toolbox.

          [1] … I reject vibe coding. Token costs be damned but I always like to have a talk before it starts like “I think…, maybe you should…, does this make sense?, do you have any questions for me before you start?” and later “what are you doing in the code in the selection?”

    • jm4 52 minutes ago
      Apparently, no one commenting knows how to read financial statements. They look at one item and assume the company is going out of business. Meanwhile, their total assets have increased. Cost of services have increased significantly over recent years - mostly commensurate with revenue growth, although the gap has been shrinking. Operating costs have been pretty flat. I don't have time to investigate where they spent the money, but the company is not at risk. They brought in more money than in prior years and spent it on something. That's it.
    • binlog 38 minutes ago
      > They've invested in something big

      Wonder what the "something big" could be that companies are throwing money into in 2026.

    • bakugo 1 hour ago
      Or more likely, they're burning cash trying to chase the AI train to no avail while their core product stagnates, which is definitely not a good thing.
      • moomin 1 hour ago
        Oh, they don't need a reason to let the core product stagnate. They've been doing that for years.
        • poncho_romero 43 minutes ago
          The war in Ukraine and subsequent move to Czechia did seem to hurt them pretty badly, but I wouldn't say they are stagnant. I've been a happy customer of PHPStorm for years and it continues to improve.
        • FeloniousHam 51 minutes ago
          I only use their DataGrip product. Compared to the competition they are iterating at lightspeed.
      • sofixa 39 minutes ago
        Tbf their core product is at risk by everyone and their mom having an "AI IDE" product.
        • bakugo 9 minutes ago
          If your existing, well-established product is at risk due to new, competing products that do things in radically different ways, immediately dropping your product to chase the competition from way behind is usually not the right move. Unless you have a significant moat around your ecosystem, what reason do users have to adopt your inferior copy instead of the thing you copied?

          I firmly believe JetBrains would have a better chance of survival if they stopped chasing the AI hype and got back to work on their IDEs, accepting the fact that they'll have less users than before. Right now, they're completely lost.

      • echelon 1 hour ago
        There won't be anyone left to pay for the core product.

        Coding by hand is for dinosaurs.

        JetBrains needs to figure out the AI workflow that developers will be using over the next decade. Assuming that's going to be a big enough market, of course. A bigger market might be to build for agents and completely autonomous use cases.

        • Bridged7756 37 minutes ago
          IDEs are for professionals. I understand that LLMs can one shot a weather app, and I get that it's exciting, but this is not the case with complex software.
          • fg137 31 minutes ago
            I agree with you in principle but I am seeing my colleague who supposedly is an experienced engineer just sends out 40-file PRs without going through the code. When someone asked why the code does a certain thing he used LLM to come up with an answer. Apparently he has no idea what the code is doing and I doubt he reviews any of it or cares.
            • phoghed 20 minutes ago
              Yes, welcome to the new world. This is how things are now. Every couple months the models and tools get better, while everyone keeps assuring themselves that any day now they’re going to run into the wall. Whether we like it or not, this is how it is. Let go and let Claude.
            • bakugo 17 minutes ago
              I don't understand what the value proposition of such an employee is. If all you're doing is acting as a meat proxy between your manager and your AI, why does your role even exist? Why shouldn't your superiors just prompt the AI directly?
              • cosmic_cheese 2 minutes ago
                I agree. Even in the era of LLMs, part of one’s job as a software developer is to understand the codebase and how it works and be able to fix bugs and add features without breaking other things in the process or comprising quality or security.

                If you’re not doing that and just blindly committing whatever code the LLM generates without so much as glancing at it, you’re not adding any value and there’s a good chance that with a little initial guidance, the janitor could perform your prompt-jockeying about as well.

              • fg137 2 minutes ago
                The management cares more about "this dude ships things" than "this dude ships things that are maintainable".

                Whether someone else will be left cleaning up the mess (I have been in that position) is a separate question.

        • bakugo 34 minutes ago
    • echelon 1 hour ago
      RustRover used to be my daily driver.

      Now it's Claude Code and ever so occasionally Codex.

      I never do work in IDEs by hand anymore. I stopped writing code entirely in February and I will likely never write code again unless my internet dies.

      I need a JetBrains-level AST navigator that focuses on high level code navigation and understanding, and moreover on code and architectural review. I need to quickly scan diffs and quickly see architecture at a glance.

      Of course even that too many eventually fall away.

      I rarely open RustRover these days. I could never have predicted that.

      • esafak 36 minutes ago
        I use https://github.com/DetachHead/rebased, which is based on IntelliJ, for review.
      • user43928 50 minutes ago
        Not sure who downvoted this. JetBrains IDEs are done for.

        I don't even remember the last time I opened them, I cancelled my All Products pack this year.

        The advantage it had over vscode was always the better language features and the familiar UI.

        None of that is useful to me in AI based workflows. Some might still disagree, but the manual development workflow using an IDE is clearly dying.

        JetBrain's revenue will obviously crater as a result, particularly when slower enterprise licenses follow.

        • yolo3000 13 minutes ago
          I've been paying for the all products pack for 8 years now, but at my latest job all code is generated, and I think this will be the reality at most companies. I won't extend this year
        • poncho_romero 41 minutes ago
          I "code" using Codex but I still use PHPStorm for checking diffs, database access, reviewing PRs, and the debugger. The value proposition has changed, not disappeared.
          • user43928 15 minutes ago
            I always preferred to check MR diffs in GitLab.

            And I don't use the debugger nowadays. The AI can do it much faster and add relevant instrumentation and parse logs.

        • mjr00 40 minutes ago
          > Not sure who downvoted this.

          If you've been on HN long enough you recognize that the OP is quite prolific in making absurd claims about AI: infamously predicted that children would be making professional, Hollywood level films by the end of 2025, and is now spending their time building the 5000th barely functional clone of Adobe tools[0]. It's probably a little unfair, but they are bold claims from someone who really does not have the ground to be making bold claims.

          [0] https://news.ycombinator.com/item?id=49958850

        • swozey 42 minutes ago
          This is like watching weekend car tinkerers argue with Ferrari mechanics about their tooling. "I'm never going to write code ever again."
          • user43928 25 minutes ago
            Only that it isn't, and that millions of professionals, including myself, use agentic AI successfully to implement high quality software.

            That there is no lack of people delivering low quality using AI does not change this.

            • swozey 18 minutes ago
              You don't get the nuance that there are people who enjoy the writing the code part more than they enjoy the handholding and hitting enter on a prompt part. And they write it fast or concise enough to not need to prompt engineer bicker with a machine.

              And as soon as an edge case pops up that your model will have never been able to hear about because it hasn't been released publicly, security vuln, whatever, you'll get a "fix" confidently hallucinated at you and be none the wiser.

              There's going to be a huge pendulum swing with all the llm zombies and sanewashing it like this isn't helping anyone.

              All of this just oozes junior engineer if you're even employed in the field at all.

              • user43928 11 minutes ago
                I do get that some people enjoy the manual process more than they enjoy building the product.

                It doesn't give you the right to insult my expertise, and frankly your arguments sound like things that one would make up despite little actual experience using AI to develop software.

          • esafak 18 minutes ago
            Hobbyists are more likely to use IDEs at this point; pros have to get work done.
        • echelon 45 minutes ago
          > Not sure who downvoted this.

          Half of HN hates AI.

          A large percentage thinks that the current status quo is how things will look over the next decade. They don't think everything is fundamentally and irreversibly changing.

          Nobody is coming out of this with the same career. The whole world is being rewired. Some people really don't like that.

          I'm just glad we're out of the web platform / cellphone incrementalism era. I wish more of my career could have been spent with this rocket fuel. It's dangerous and hypergolic, but it's fun and flashy and capable of pulling us out of this gravity well.

          • cbg0 33 minutes ago
            I use AI on a daily basis and I still found all of your takes in this thread to be silly hyperbole.
          • monkey_monkey 6 minutes ago
            It's kinda cute that you think you're the prophet of AI spreading wisdom
    • snarfy 1 hour ago
      probably ai related
  • conradfr 1 hour ago
    A bit tongue-in-cheek but I'm amazed by people that don't open an IDE or look at code. Are you paid to press enter at anything that Claude present to you?

    Personally I usually use Claude inside the Jetbrain's IDE terminal, even if I code by hand obviously less. I still like using the diff, navigation, quick access to any file path for my prompt etc but maybe that won't last.

    (edit: although I currently use an old perpetual fallback license because I didn't like the last price increase especially as they slowly remove what I like in the UI)

    • fg137 4 minutes ago
      You will be surprised by how many professional software engineers don't read their code or care these days.

      I have seen a bubble sort function in a PR from an engineer with 20 years of experience. Meanwhile sort from standard library is easily available with one single line.

      The bar has become as low as "it works" without considering what's in the code or whether the entire feature should even exist at all.

      P.S. that same engineer sent out a PR of 200-file feature. The PR is so large that it freezes the latest MacBook Pro if you try to read it. Nobody reviewed it and he merged it himself. Nobody uses that feature, and nobody in the teams wants to maintain it. Now we are considering scrapping it.

    • etothet 5 minutes ago
      Related, it amazes me how many seasoned developers don't know how to do basic tasks in their editor/IDE with the keyboard and instead rely on their mouse. Most people don't need to be super users, but it baffles me when I see a developer who hasn't at least learned the keyboard shortcuts for opening files and jumping to functions/methods, etc.
    • patwolf 40 minutes ago
      I used to use Claude inside of a terminal within Webstorm until I realized I rarely looked at the code in the IDE. Instead I was creating draft PRs and reviewing the code in github. Now I use claude inside of herdr, and I appreciate having more screen real estate devoted to claude. As a long-time Jetbrains subscriber it pains me to stop using it. But at this point, I'm not sure what they could come up with that would be compelling enough for me to switch back.
      • cmrdporcupine 32 minutes ago
        Their coding agent "Junie" is actually really good. The problem is they force you through only a few curated models. And try to funnel you through them to subscribe to do it, too. It's not like Pi or opencode that lets you just point at an OpenAI API endpoint and then choose whatever model. If I recall you can even actually use local models, or openrouter etc, but only use the specific model variants from their curated list. It's insane. They tried to stick themselves in the middle, and failed. Nobody will use it.

        They've also done so many pivots on AI, all of them weakly and annoyingly done. They couldn't even pull of FiTM copilot well, they were super late on it and it had all sort of bugs.

        They could have just taken the loss and written an amazing GUI coding agent that integrated well with their IDE -- amazing integrations with their refactorings, etc. -- but that played well in other people's ecosystems but they refused and tried to own the whole pipe. Or something. They just confused me.

        Their latest attempt is to allow you to connect to and run other people's agent harnesses inside the IDE and it works well enough but it wasn't enough to grab me since I (like you) use herdr on another machine to do the coding.

        I've been using their products since ~IDEA 3.x. Almost my entire 25+ year career really. My fingers are wedded to their keystrokes.

    • lnrd 7 minutes ago
      Personally I don't use CLI anymore, Codex app is very good and it starts to look like how IDEs will be in the future. You can review code in a GitHub style diff and leave inline comments (super useful), have multiple agents work in parallel with or without worktrees, plus there is very good code navigation (especially if you ask followup clarification questions that will link to other parts of code).
    • bsoqk 38 minutes ago
      >Are you paid to press enter at anything that Claude present to you?

      I'm paid to create a product. If Claude does so without me having to look at the code, then that's what I'm being paid to do.

      • lemagedurage 10 minutes ago
        You could be implicitly paid to understand what you're delivering and reading code could be a way to achieve that.
        • etatester 2 minutes ago
          I think you're paid to deliver. Lots of developers for decades have delivered crap that looks good on the surface and is otherwise unmaintainable. Now we're reaching the point where "everyone can code" and review queues are getting too long, with the result of many PRs being yoloed.

          This of course varies by company but this is clearly where it's headed: bot pushes, bot reviews, you look at the PR title and click merge.

    • sporedro 12 minutes ago
      I’m sure there are people who aren’t looking at the code at all. But for those that are I guess I’m wondering why bother with an IDE anymore? I’m finding I can just review everything I need to with a text editor like Neovim now. Even GitHub review is probably good enough for people.
    • ivanjermakov 13 minutes ago
      JetBrains still has best tooling for previewing changes, resolving conflicts, git integration. I get that vibe coders not necessarily need all that but it's the best class tooling money can buy.
    • user43928 39 minutes ago
      Using a CLI coding agent in your IDE's terminal is a terrible way to view conversation history and works poorly for organizing multiple conversations.

      It only fits a hands-on, merely AI-assisted development approach, on one feature at a time, that is not typically productive compared to agentic development.

      You might disagree, but you'll find that the proponents of the hands-on approach are losing ground every month as AI gets better at working autonomously.

      • lemagedurage 5 minutes ago
        I'm expecting IDEs to adapt to new workflows, albeit very slowly.

        There is potential to build a better UI than what's constrained within a CLI's grid of characters.

      • conradfr 31 minutes ago
        I'll admit I'm currently not up to speed on having multiple features worked at the same time, with git worktrees etc.
      • surgical_fire 16 minutes ago
        Except surrendering cognitive control over the system being built makes things worse.

        Claude constantly makes poor architectural decisions, adds unnecessary and costly checks, makes wrong assumptions, etc.

        Doesn't take the value out of LLMs writing code, but they need to be properly steered and reasoned with. How will you do so if you don't even browse the code it generates.

        I always suspect that the people all in fully agentic codig like this are mostly creating prototypes, half-assed copies of existing products, etc.

        I am glad to not work in such an environment.

    • cedws 21 minutes ago
      What do you expect when management pressures engineers to tokenmaxx? This is a product of their doing.
    • ipsod 54 minutes ago
      I'm paid to produce software that has features and works.

      Nobody cares how I get there or how ugly the code is. They care how fast I can do it and how reliable the software is.

      I look at code sometimes, in down time, to see what's been done terribly by AI, and to fix it and hopefully fix the process so that things don't get done terribly in that particular way in the future.

      • poncho_romero 38 minutes ago
        It's not about "how ugly the code is". Poor solutions heaped on top of poor solutions can result in a system with real users and intractable issues. I'm all for AI, but not reviewing the code seems likely to cause issues long term.
        • ipsod 26 minutes ago
          Well, I used to pay more attention to the code, and then I found that if I spent more tokens having the AI review its work than actually creating new features, I was able to get more, better work done.

          The AI review stage is where I've found prompting matters a lot more than that initial prototyping phase. I've iterated on prompts and tooling that help the AI keep the codebase clean-ish.

      • swozey 39 minutes ago
        Whats your YOE, like when did you enter tech as a SWE?

        This shouldn't be normalized for you yet unless you're at a faang pushing this at the edge and new to the field, cause this isn't what we used to do 2 years ago.

        If you're happy with the ai slop $$$ job more power to you but that isn't the entire field and there used to be (and hopefully still are) good and fun engineering jobs.

        Contrary to popular normie belief, no not everyone wants to work at the Metas and OpenAIs and for good reason.

        • ipsod 8 minutes ago
          YOE is ~30, from my first PHP app to present. I've spent somewhere between 5 and 80 hours a week coding for the past 30 years, mostly self-employed, writing tools and creating custom CNC machines/robots for my own business, but more recently doing same thing for a company.

          I still get to do some coding, where there are safety-critical production systems, but the work is mostly tooling that gets us to that point or supports the business otherwise.

          It's an awesome job. Couldn't be funner, pretty much, except on data collection days. I get high level tasks, or come up with my own, and find or build solutions - no more running a whole business, doing production, keeping books, shipping orders, doing customer support - I only do the stuff I like.

    • vel0city 36 minutes ago
      When you give a ticket to a jr developer, do you look over their shoulder the entire time they write the code? Or do pause to answer questions, give feedback on how to go about a task, and review their results?
  • theappsecguy 1 hour ago
    Wow, this really sucks. With all the money flocking to companies that trained LLMs on stolen data, we may lose the only set of IDEs that offer high quality professional development tools
    • the__alchemist 1 hour ago
      I'm surprised that the word "only" still applies. I have my laments about JB (PyCharm / RR): Mainly centered around performance. Yet it has no competition! Whenever I read about VsCode, or Zed as alternatives, I feel disbelief, as they're not in the same league.

      Zed in particular, from the way it was described upon release, sounded like it should have been a JB competitor. Reality: It can't even move functions or structs!

      • joshkel 3 minutes ago
        I love JetBrains. For many years I was a happy subscriber to the All Products Pack, paid for out of my own pocket. I would have said that you'd have to pry my JetBrains from my cold, dead hands.

        A year or so ago, I finally gave up:

        1. The IDE was simply too slow - notably slower and "heavier" than VS Code in particular - and it seemed to regularly get slower.

        2. Bugs - from the complex (TypeScript constructs that tsc itself handles just fine while WebStorm's code analysis kept throwing false positives on) to the trivial and silly (failing to properly handle the <col> tag in React), and often staying open for years.

        Meanwhile, VS Code just kept getting better, addressing the complaints I had with it while staying fast.

        I work almost exclusively in TypeScript these days; as other commenters pointed out, I'm sure that JetBrains products are still great for other languages.

        And their refactoring tools remain second to none. I'm profoundly disappointed in our industry that the VS Code developers apparently looked at JetBrains, with its arsenal of expertly crafted, deterministic, testable refactorings, and said, "Nope, we'd rather make everyone use inherently random language models for anything more complex than Rename Symbol."

      • sebzim4500 1 hour ago
        I think you are going to get a lot of pushback from people using e.g. typescript, for which VS Code is pretty good.

        For languages like kotlin, java and even python JB is still way ahead of the competition.

        • chrisandchris 6 minutes ago
          Pretty good is pretty bad for a tool I use most of my day.
        • speed_spread 5 minutes ago
          Considering that Kotlin is their own invention and that it exists mainly to schmooze people onto their platform I sure hope they're ahead with it!
      • gonzalohm 1 hour ago
        How is vscode not in the same league? JB feels way too bloated and slow and doesn't add anything significant over other offerings
        • gomoboo 57 minutes ago
          It's not even close. vscode can approximate JB IDEs but that takes pulling in plugins on your own, managing their configuration, and adapting when the setup inevitably breaks. JB IDEs bake in everything you can get via vscode plugins with documentation, a cohesive experience, and regular maintenance to keep them working for you. Concrete examples that are better in JB land for me: git conflict resolution, refactoring (in numerous ways), jumping to definitions, finding usages (especially on Python projects).
          • ipsod 44 minutes ago
            > It's not even close.

            That's always been my experience. Not even close. One gives you legos that lets you make a plastic toy, and the other is an industrial machine shop for code.

            I thought maybe I was holding VSCode wrong, though.

            • the__alchemist 39 minutes ago
              > I thought maybe I was holding VSCode wrong, though.

              Likewise (Same with zed). I've given them a thorough try several times, assuming I was holding it wrong as you say based on conversations with others who use them effectively. I've reached the conclusion you say here each time.

        • ipsod 1 hour ago
          Code intelligence (find usages, go to definition, refactor/rename/move, etc.) and debugging are on another level - more powerful, more reliable, with more edge-cases covered.

          At least, that was so in dynamic languages, like Python, and PHP, last I checked.

        • memsom 25 minutes ago
          For dotnet, Rider runs rings around VSCode. Even using the Resharper plugin, VSCode is nowhere near the same functionality. I even use Rider above Visual Studio because it works way better for mobile and cross platform. VSCode runs okay on the same hardware as Rider, but it is all too manual to configure. VS2026 is a horrible bloated pig that constantly grinds to a halt on the same hardware.
        • matsemann 56 minutes ago
          Maybe there exist better ways, but I'd say every coworker I've seen in a VScode variant uses freetext search to find everything.
    • pjmlp 14 minutes ago
      Visual Studio, RAD Studio, Eclipse, Netbeans, XCode, QtCreator, KDevelop are still around and good enough for most workflows.
    • onlyrealcuzzo 1 hour ago
      Only?

      Microsoft's stuff is quite good, or you've got a really high bar.

      • Sharlin 1 hour ago
        Mostly constrained to a single ecosystem and dev/deployment platform - a platform that has never been particularly great for development and has been made vastly less so in the recent years.
      • caaqil 1 hour ago
        > Microsoft

        > quite good

        Good one.

        • pluc 1 hour ago
          Happy to hate on MS as much as the next guy but VSCode is pretty much the Chrome of the IDE world at this point, that might be what parent was alluding to (since I'd struggle to defend any other Microsoft software).
          • Sharlin 1 hour ago
            VSCode is not an IDE. It's a text editor with some optional bells and whistles. I presume the GP refers to the actual Visual Studio.
            • taspeotis 57 minutes ago
              Visual Studio is less shit than ever, but only after JetBrains gave MS a firm kick up the ass with Rider.
            • folkrav 39 minutes ago
              It's got an editor, a debugger, code intelligence, a debugger, terminal, task running, test explorer, refactoring tools, project management, and so on. What's an IDE if not a text editor with bells and whistles?
          • szatkus 48 minutes ago
            It's really not an option in Javaland.
        • onlyrealcuzzo 1 hour ago
          It's almost as if a company can have good and bad products...

          Microsoft has had a very long reputation (for good reason) for having good developer tooling, even if Windows was not particularly developer friendly...

    • sebzim4500 1 hour ago
      Their revenue is still going up so I don't think that's it.
  • leobuskin 54 minutes ago
    It's purely management fault, it happened around 2022-2023. They had all the chances to become a great agentic IDE/harness at some point, if they would start in time, support plugin developers, allocate a proper team instead of 2 people and some semi-random internships. A lot of users were questioning this publicly and privately with them, we all knew how it will end this way. JetBrains lost, no one wants their Junie in 2026 (and didn't want in 2024-2025, whatever was the name of the integration at that time, it was awful). I was on Ultimate Plan since 2012, appx. I quit entirely in 2024. They asked to answer a few surveys over the last few years - even the questions there were far from reality. RIP, JetBrains, it's mostly unrecoverable at this point.
    • dhruv_ahuja 50 minutes ago
      What IDEs and harnesses do you use now? I assume you would have had a lot of your classic coding workflows dependant on the jetbrains suite
      • leobuskin 42 minutes ago
        CC + my own custom tools, I don't see any reason to pay for devtools in 2026 (same as trying to monetize them, or even just share/distribute). My first custom solution was built on top of JB's core in early 2024, btw, but not any more. JetBrains "suite" doesn't really lock you in, it's more like "aura" of the product itself that made me attached for almost 13 years (I never was able to switch, I still think VS Code is so ugly and counter-intuitive in comparison with JB).
  • tegeek 13 minutes ago
    So a stable company like JetBrains, which sells developer tools and has extensive experience in compilers, ended up with a net financial loss. Meanwhile, Cursor—a startup only a few years old, founded by students, built on a VS Code fork, and primarily powered by OpenAI's API—was valued at $60 billion.
    • AIblemblio 10 minutes ago
      By Musk, from a company who was doing an IPO and has to deliver flashy things fast.

      Don't overestimate the relevance to this.

    • vinyl7 8 minutes ago
      capitalism optimizes for crap
  • jadar 1 hour ago
    I still haven’t found an IDE that I feel really helps me develop with AI better than the command line. I have built bespoke tools that work the way I want. But a really good integrated solution would blow my current workflow out of the water. No one seems to have built an IDE with deep support for worktrees, parallel session, walking me thru diffs, and optionally handing control back to me to write the occasional hand-written code myself. Plus most of my work is done on mobile, so Jetbrains has an amazing opportunity…but they seem to be chasing the competition instead of focusing on their moat.
    • xnorswap 43 minutes ago
      Right now there's a huge friction with IDEs, that if I have it open while claude is working on something, then any caches it has get stale very quickly, and it churns processing trying to keep up with edits.

      Any leverage that claude could benefit from LSPs or language/AST MCPs is undone by that tooling not being able to keep up or stay fresh, so the IDE just "runs hot" for no purpose.

      Which means I'm incentivised to close my IDE while claude is working, and now I've got used to not looking at the code.

      Like you, I really want a system that works better. I want claude to search and edit through better tooling, it would be faster, more accurate, and should in theory be able to leverage compilers to apply edits better and more accurately.

      I don't want claude wasting an awful lot of time grepping for things that a compiler cache can answer, but if that compiler cache can't keep up then it's actively harmful.

      I'm sure there must be a better way, there must be a way to have smarter more change-aware cache invalidation, and smarter more cache-aware claude tool use, but so far none has happened.

      Long term I'm sure the pairing will emerge, but unfortunately I don't think that's going to come from the IDE vendor side, it'll have to come out of some harness research lab, where Anthropic or a competitor finds a way to reliably leverage this stuff for a speed and accuracy boost.

      It's completely bonkers to me that an LLM can almost "natively" read profiler output, but doing so involves vast amounts of text and context ingestion, when there are real tools sitting there that it ignores in preference for either reading vast amounts or iffy python one-shot scripts to parse stuff.

    • poncho_romero 49 minutes ago
      I think this is what JetBrains Air is supposed to be. I haven't had a chance to test it but it seems promising.

      https://www.jetbrains.com/air/

      • quantiq 44 minutes ago
        It still suffers the same problems as Junie, which is that their harness is far too bloated.
    • alfg 56 minutes ago
      Same. I feel like JetBrains has an advantage here, so I'm hoping they're working on something compelling. The traditional IDE setup is quickly dying.

      I'm usually working between VSCode and Codex/Claude Code at the same time, but find myself mostly in latter these days.

    • thr0w 1 hour ago
      Sublime was/is still the best, unfortunately had to finally abandon it due to lack of first-class agent support. Hard to find something that emphasizes core text editing first and that doesn't constantly have some new update to apply on start that may break or change something.
      • ipaddr 51 minutes ago
        Using Claude to write and sublime to review isn't a bad combo.
    • gaybees 1 hour ago
      Maybe something like delta? This is still pretty new from the folks that make Zed, but looks promising and would address some of the things you mention https://delta.dev/
    • the__alchemist 1 hour ago
      It feels like JB is trying that, but it hasn't materialized in a way I understand yet; they have a handful of AI tools, and I don't fully understand them at this point, nor how they integrate and what roles they fill. (June, Air, AI asssistant, AI autocomplete)
    • linuxftw 15 minutes ago
      Cursor has support for work trees, parallel chats, will walk you through diffs line by line. This is what I primarily use for the walking through diffs feature. If I need something to just throw over the wall, I fire up claude.
    • caaqil 1 hour ago
      > most of my work is done on mobile

      Can anything serious/complex be done on mobile? I'm genuinely curious. It's seems bizzare in the context of IDE and tooling discussion.

  • mikemarsh 25 minutes ago
    Hopefully this is a wake-up call for them to drop the AI hype-chasing and refocus on making the best IDEs for us dinosaurs who, for whatever crazy reason, still code by hand and appreciate solid (deterministic) tools to help us out.

    On a very related note, I'm probably very late to this discussion, but has anyone else noticed autocomplete in JetBrains products has gotten significantly worse after the advent of LLMs? It would previously take into account type signatures and all kinds of context, now it's clearly just a very minimal next token generator, often producing code that doesn't even compile.

  • cowlevel 5 minutes ago
    Either a whole lot of money is about to be sucked out of markets or money is about to massively devalue. This is the bill coming due for the zero interest rate years, seen from one company's vantage point.
  • throwaway2037 14 minutes ago
    What caused "Net Financing Costs" to skyrocket? Here is a historical view: https://www.helgilibrary.com/companies/jetbrains/net-financi...
  • zdc1 1 hour ago
    The real surprise is how small their balance sheet is given they're such a well known and loved name. 16m CZK is 0.7m USD annual revenue.

    There are companies where you'd rather be the owner, and others where you'd rather be an employee, or a customer. I think the JetBrain's customers are the real winners in this one.

    • jen20 58 minutes ago
      > 6m CZK is 0.7m USD annual revenue.

      It's 16,000 * 1 million CZK, so ~730m USD, no?

    • rfgplk 36 minutes ago
      The metric itself is in millions, so the value is 16 trillion CZK ~= 738 billion USD
      • throwaway2037 19 minutes ago
        16,000 * 1,000,000 -> 16,000,000,000 -> 16B CZK ~= 738M USD
    • borplk 53 minutes ago
      0.7M USD annual revenue for Jetbrains? That can't be right. Their annual revenue is 400M+ USD from my quick search.
  • mastermage 7 minutes ago
    They probably have very good financial cushions. One year of losses is nothing to a company like that.
  • icar 19 minutes ago
    If you open a terminal in their IDEs, top right button, Claude Code, enable MCP. For me, it's the best mix of the two worlds.
  • i2km 31 minutes ago
    Around a year ago, the org I was working for ditched jetbrains (including teamcity) due to alleged Russian links of some of the founders/owners of jetbrains.

    Never looked into it further, but might be a factor...

  • runetech 1 hour ago
    I still love my IDEA & Rider, but a lot of my attention has moved to VSCode with Claude Code plugin. The Claude plugin/tooling for these IDE's is abysmal in comparison (talking strictly about the Claude Code experience here - not the bundlende AI Assistant.

    I am not moving away from JetBrains anytime soon, but it does gets harder to justify when I spend considerable time in a competing offering that has better experience and is free...

  • LogicArsenal 1 hour ago
    Revenue is up. Looks like they took on a lot of debt. What did they spend it on?
  • olejorgenb 1 hour ago
    Jetbrains lost our entire (small) team a few years back when they completely neglected (no, to minimal progress for years) their typehint support in PyCharm. I think they now finally have caught up somewhat judging from the updated on all the issues in youtrack I'm still subscribed to.
  • efficax 1 hour ago
    Engineers abandoning IDEs or did they burn a ton of cash on AI?
    • SkyPuncher 1 hour ago
      I have paid out of pocket for Jetbrains for 15 years. I don’t think I’ve opened it in the past year and should probably cancel my subscription.

      For me, the things that made Jebteains great just don’t matter anymore.

      • kugelblitz 1 hour ago
        What do you use then?

        I still use it a lot for reviewing the code.

        • cbg0 42 minutes ago
          You'll be surprised (or not) to find out a lot of people aren't using anything. Claude gets asked to build it, then some other clown uses their copy of Claude to do the PR review and then it gets merged.
        • KptMarchewa 1 hour ago
          It is a good code viewer but way too heavy if you want to switch between branches often on a sufficiently large product.
    • 1899-12-30 1 hour ago
      given that their revenue is still increasing, I'm guessing it's the latter
      • onionisafruit 1 hour ago
        Their revenue is increasing, but their profits have been on a decline despite increased revenue. The table on that page only goes back to 2021, but the trend of increasing revenue and decreasing profits has been going on at least that long. I don’t think ai would have been a factor that far back. Even though github copilot did launch sometime around then, I doubt it was much of a factor.
    • mrweasel 1 hour ago
      What stands out to me is https://www.helgilibrary.com/companies/jetbrains/total-cash-...

      I have no idea what that contains, but it appears to be a rather large dip, compared to previous years. Overall it's not really that interesting without context and commentary from JetBrains.

    • InsideOutSanta 1 hour ago
      I find IntelliJ IDEA a great tool, even for my fully vibecoded apps. I edit the READMEs in it, look at the version history, use it for debugging, for builds, and so on.

      My guess is that people aren't abandoning their IDEs. Their market is probably growing. I suspect they're burning money on subsidized inference, just like everybody else.

    • patadura 1 hour ago
      Like or not, LLM are getting better a debugging than humans... Not sure for how long will companies will keep paying for IDEs (which, tbf, are peanuts compared to the LLM cost).
    • ThatPlayer 1 hour ago
      Why not both?

      If engineers are abandoning IDEs then shouldn't they be following the engineers?

    • romanovcode 41 minutes ago
      Both
    • vachina 1 hour ago
      The truth is there is no money to be made from (good) offline software.
  • giancarlostoro 1 hour ago
    They keep trying to bite into AI but they should focus on making their tools more stable and should have invested more into Kotlin Native, could of had a fully native IDE and tooling by now and purged reliance on the JVM.

    They could have bought out Cursor early on too.

    • moishe_szyslak 4 minutes ago
      Oh I very much doubt Cursor ever considered selling to a small shop in eastern Europe.
  • stingraycharles 42 minutes ago
    That’s interesting, as we have just completed a huge migration of our CI/CD infrastructure off Teamcity, for plenty of reasons but “we’re paying a shit ton of money for this and it’s a pain in the ass” was a major one.

    They seem to be very bloated and unable to modernize their product lines.

    • jazdw 39 minutes ago
      I've been thinking about doing the same, what did you migrate to? I was thinking GitHub actions but the outage yesterday reinforced that it might be a bad idea.
      • stingraycharles 34 minutes ago
        We migrated to buildkite, as it allowed self hosted agents and lots of “building blocks” to extend stuff ourselves.

        One of the things we really use heavily is dynamic pipelines, as we have a lot of different stuff.

        In teamcity, we had close to 1k build configs, and were able to replace this with about 20 dynamic pipelines in buildkite.

        We did need to do a bunch of plumbing, but in this age of AI it means our developers don’t have to rely on devops anymore to get their stuff done to make all this work.

        One of the problems was that our devs were “afraid” to alter teamcity build configs, as it all was more fragile than it should be and they were afraid to break stuff.

        Teamcity allows for customization with plugins, but all that is so bloated with either Java or Kotlin and requires a shitton of domain specific knowledge to pull off.

        Buildkite is much simpler with YAML and their plugin infrastructure which is effectively just hooks into scripts. It’s well designed.

    • ActionHank 40 minutes ago
      Interesting, what did you migrate to? We've had mixed results in reliability between ADO and Github actions.
  • markus_zhang 1 hour ago
    I don't think they can compete with AI IDEs. They should maybe focus on the niche that they are good at, and completely get rid of anything ML/AI related. It's going to be a lot cheaper.

    It's better to be the king of a niche.

    • eunos 22 minutes ago
      > They should maybe focus on the niche that they are good aT

      Ironically, back then they praised JetBrains for not following hype staying focused on IDE and Dev environment

    • maxdo 1 hour ago
      like what , manually refactor code in hours, when agent can do it for you in minutes, or setting up debug/dev env when agent can also do that for you?
      • Applejinx 48 minutes ago
        Manually refactor code in days if need be, when you have something specific in mind and intend a particular result.

        'refactor' isn't just a blender. If I wanted agentic coding I would just do that. I'm quite happy for other people to so completely entangle themselves in agentic coding that they can't get out. Please proceed.

        to add: I'm a paying JetBrains customer, but they could lose me if they vibecode themselves into a pile of slop. I'm not sure they're doing that, even if they're dabbling in it. I think there's still expertise there.

    • rfgplk 32 minutes ago
      They could establish a foothold in AI accelerated development but they sadly aren't doing it, instead focusing on "developing agents" (aka openclaw/pi/codex/claude simulacrum #9998).
    • Theodores 1 hour ago
      This would make sense for me, as a long time Jetbrains user and not desiring to use AI for anything apart from single line code completion, which the current Jetbrains tools do quite well.

      I have used their support before, to be extremely impressed. This is an area that they could differentiate themselves in.

  • xmpir 57 minutes ago
    Impressive European business with ~750m USD in revenues and global footprint. Hope they innovate themselves into profitability again
    • chii 49 minutes ago
      The new AI script-kiddies might not be in the target market for purchasing an IDE, so i think their customer base may potentially be shrinking.

      Which is a shame really - this is similar to old blacksmithing tools.

  • synthc 44 minutes ago
    I would love if the Jetbrains IDE's got really good agent integration, all their code analysis could have amazing synergy with LLM's, Unfortunatly for now I disabled all AI features as it was slowing my IDE (JetBrains) to a crawl.
  • jt2190 1 hour ago
    I’m trying to contextualize this information. JetBrains isn’t publicly traded best as I can tell, and these numbers come from other public filings:

    > Figures are the company's own (unconsolidated) statutory statements filed with the Czech business register…

    Are these as reliable as the U.S. 10K or its European equivalent?

    I assume that a company like JetBrains would be investing in shifting products around A.I., so it doesn’t seem too surprising that they don’t report a profit for 2025.

    • rfgplk 29 minutes ago
      https://or.justice.cz/ias/ui/rejstrik-$firma?p%3A%3Asubmit=x...

      then Sbirka listin and download the filings. It's all in Czech so put it through GPT for translation

      Summary:

      JetBrains s.r.o. went negative because a large foreign-exchange loss overwhelmed a much smaller operating profit. The report explicitly identifies CZK 1.516 billion of currency losses caused by the Czech koruna strengthening against major foreign currencies. But “it was just accounting” would be incomplete: operating profit also fell 63.2%. These accounts use Czech accounting rules, not IFRS.

      So two separate things happened: operations deteriorated by CZK 1.291 billion, and the financial result deteriorated by CZK 2.016 billion. Lower taxes cushioned the fall rather than causing it. Approximately 61% of the deterioration before tax came from the financial section and 39% from operations.

      For cash generation, the reported operating cash flow is positive—but requires caution. It increased from CZK 5.059 billion to CZK 6.353 billion. However, the 2025 statement includes CZK 6.672 billion of positive net working-capital adjustments, while its before-working-capital subtotal is negative CZK 60.926 million. The positive final figure therefore should not be read as CZK 6.353 billion of recurring cash earnings.

      Removing only that disclosed currency loss would produce CZK 1,191.121 million of profit before tax. That is a mechanical sensitivity calculation—not an IFRS profit figure or a fully currency-neutral result. It leaves derivative gains and all other reported amounts unchanged, and it should not be treated as adjusted after-tax profit. The report says the 2025 “other financial income” line consists mainly of derivative income.

  • pjmlp 16 minutes ago
    So VSCode is actually having an impact, most likely.
  • swader999 44 minutes ago
    This along with stack overflow seems to be the end of an era. Stack overflow had my back and JetBrains was like a super magical tool that I could tackle code bases with.
  • havblue 56 minutes ago
    It isn't as much the price of a license as much as the time it takes to get approval for newer engineers and contractors. You can just say, "we use vs code with these extensions and wsl2" and the discussion is over.
  • zkmon 58 minutes ago
    An IDE connects a human coder to the development process. If the role of that coder changes in that process, the IDE connection is not going to be as heavy as it used to be.
  • NoHedgeAllBets 1 hour ago
    Unfortunate because they make great products, but also expected given AI. A bit like Nokia, they're a great company that didn't do anything particularly wrong but they got swept by a superior technology.
  • serial_dev 1 hour ago
    They only need to have some hundreds of billions of loss extra, and they might be the next big thing!
  • fidotron 1 hour ago
    Android Studio always was Google acquisition bait, but now they are going to need to be more serious about it.
  • perbu 1 hour ago
    Software is changing. It would be a good time to invest rather than to focus on the bottom line. Their revenue is up.

    I’m not surprised.

  • saadn92 1 hour ago
    Yep, I don't remember the last time I opened up an IDE anymore. I mainly built my own open source AI coding orchestrator lol: https://github.com/saadnvd1/agent-os

    The landscape is changing significantly, and I think these types of tools will become more popular.

    • rfgplk 22 minutes ago
      Yep. Especially considering their primary userbase are technically apt developers, there's zero reason to use any of their products. Especially given how quickly the landscape is changing.
  • pelagicAustral 44 minutes ago
    They need to put a whole lot of love in Junie, but even at that Warp is already miles ahead... so playing catch up is going to be a tough one.
  • igleria 43 minutes ago
    loss size must be correlated with the memory usage of webstorm on my work machine...
  • shevy-java 20 minutes ago
    Seems as if their expenditures increased a little bit. I don't think this is huge, since they did not perform that well in 2022 either.
  • 0xy 28 minutes ago
    I am a long time JetBrains subscriber to the all products pack. Their response to recent AI events has been extremely lackluster and I've given them this feedback directly, in feedback and otherwise.

    I doubt I will remain a subscriber for the entirety of next year.

    Let's look at their AI product, it suuuuucks. They released it, and it literally did not function. I purchased it, and it kept giving me licensing errors. Contacted support and they couldn't tell me anything. Okay, cool, cancel it and refund me. This is useless.

    That was a while ago. Today, it still sucks. AI Chat is a bolted-on afterthought that looks like a hackathon project and functions like one. Isn't deeply embedded in the editors. Clunky. Slow. Ugly to look at. Doesn't integrate nicely with all the tools. No native AI plugins, you're forced into their garbage.

    What are they DOING?!?

    • vehemenz 15 minutes ago
      It's amazing that it even costs extra. Basic functionality shouldn't cost an extra fee, period.

      I'm paying hundreds of dollars to use the IDE. The least they could do is integrate well with other harnesses (like every other text editor in the world does).

  • rfgplk 38 minutes ago
    No disrespect meant, but I don't see how companies like JetBrains can survive (and I've read their financial statements, their revenue growth is still decent). All their revenue comes from products and services that are effectively a long-form agentic session, proven by how many OSS replicas of their stack is out there. Their Junie agent (itself a replica of all other agents on the market) can ITSELF be replicated in a few dozen prompts, as evidenced by the 1000+ GitHub agent repos out there, most of whom are operated by a single college student. What's worse is that JetBrains' primary customer base is supposed to be composed of technical users and developers, the exact cohort that should be skilled enough to use LLMs to replicate their services for effectively zero cost. I guess the only thing that's saving them is inertia and goodwill.
  • micromacrofoot 54 minutes ago
    All the air is getting sucked out of software companies due to AI, I'm seeing it happen in a number of places. Though in this case it may be due to their own AI investment on internal projects.
  • lin7c 16 minutes ago
    [flagged]
  • keel-control 1 hour ago
    they're finished
    • bdavbdav 1 hour ago
      Why? Revenue still up. Investment.
  • maxdo 1 hour ago
    why this is a surprise? I have 0 reasons to buy IDE in 2026.

    Their main moat was smart refactor, and a few other nice tools to debug. regardless of what you think about coding is done, agents and your harness is the best tool. I heard they doing business accelerator to find a new business ideas. But as a company, hardly imagine anyone buying expensive IDE in 2 years. Why?

    • cbg0 1 hour ago
      > regardless of what you think about coding is done, agents and your harness is the best tool.

      I guess you're all in on that Anthropic IPO with the "coding is solved" approach.

      • greyw 1 hour ago
        There will always be people that write code with pen and paper. Its going to be an art form though rather than something productive.
    • jen20 57 minutes ago
      > why this is a surprise? I have 0 reasons to buy IDE in 2026.

      If the first part follows the second, the surprise is that revenue is up while the prevailing opinion appears to be "no-one needs to buy an IDE".

  • jcmontx 1 hour ago
    IDEs are on a steep decline, so not so surprising. I've disabled most code extensions from vscode and find myself using multiple terminals and the built in git diff UI. I barely see the code _as a whole_, only care about the _code_ changes.

    edit: added the extra words + I must mention I'm talking about legacy maintenance projects