What was read
9 companies placed; 9 read during September 2026.
- Grok BuildSep 28, 2026
- v0Sep 28, 2026
- BoltSep 28, 2026
- ReplitSep 28, 2026
- Base44Sep 28, 2026
- CursorSep 28, 2026
- Security of generated applicationsSep 28, 2026
- Solo builders shipping generated appsSep 28, 2026
- LovableSep 28, 2026
Gaps closed and opened
No complaint theme was raised about two or more read companies this month. There is no previous month on record to compare against.
Who entered
9 companies placed (Grok Build, v0, Bolt, Replit, Base44, Cursor, Security of generated applications, Solo builders shipping generated apps, Lovable); 11 products sighted by a search and not yet read (Harness Code Repository with AI Code Review, JetBrains Context, Softr AI Co-Builder, Muse Code, Google Antigravity, Junie, CatDoes, Muse Code, Jules, Rork Max, Same.new).
- Harness Code Repository with AI Code Review — sighted Sep 13, 2026 · source
- JetBrains Context — sighted Sep 13, 2026 · source
- Softr AI Co-Builder — sighted Sep 28, 2026 · source
- Muse Code — sighted Sep 28, 2026 · source
- Google Antigravity — sighted Sep 13, 2026 · source
- Junie — sighted Sep 28, 2026 · source
- CatDoes — sighted Sep 13, 2026 · source
- Muse Code — sighted Sep 6, 2026 · source
- Jules — sighted Sep 6, 2026 · source
- Rork Max — sighted Sep 28, 2026 · source
- Same.new — sighted Sep 28, 2026 · source
Pricing moves
7 of 9 read companies have a pricing entry on record; 17 pricing changes recorded across 7 companies this month.
- Grok Build [FACT] Sep 28, 2026 · 1 change this monthxAI's published Grok API text model rates (docs.x.ai/developers/pricing, last updated September 7, 2026) show per-million-token pricing that varies by model and jumps to a long-context rate once a prompt crosses the 200K token threshold, billing all tokens in that request at the higher rate rather than just the excess. source
- Base44 [FACT] Sep 28, 2026 · 2 changes this monthAs of September 22, 2026, Base44 raised the integration-credit cost for any in-app agent or integration call running on Gemini 3.8 Flash to twice its previous rate; the model and its functionality are unchanged, and the increase follows a price rise from the model provider. source
- Replit [COMPANY CLAIM] Sep 13, 2026 · 3 changes this monthEnterprise SSO connections (via Clerk Auth, supporting Okta or Microsoft Entra ID through OIDC/SAML) are being offered free through October 1, 2026, after which Clerk pass-through pricing will apply. source
- Cursor [FACT] Sep 13, 2026 · 3 changes this monthCursor retired the flat Auto-mode rate ($1.25/M input, $6/M output tokens) on August 24, 2026; every Auto request now bills at the list price of whichever model Cursor Router selects, and Teams/Enterprise third-party model requests carry pricing tied to that model's own API rate. source
- Lovable [FACT] Sep 13, 2026 · 4 changes this monthLovable now runs on a single, unified credit balance: previously build, hosting, and AI-feature usage each had separate allowances, but now all three draw from the same credit pool, and paid plans start with 100 monthly plan credits with top-ups available. source
- v0 [FACT] Sep 4, 2026 · 2 changes this monthv0's official docs list five current tiers: Free (no cost), Premium ($20/month), Plus ($30/user/month), Business ($100/user/month), and Enterprise (custom). The docs state the Premium plan is being sunset and is no longer available to new users, and unused monthly credits now roll over to the next billing cycle, expiring after 65 days instead of immediately. source
- Bolt [COMPANY CLAIM] Sep 4, 2026 · 2 changes this monthThird-party pricing trackers report Bolt's structure as four tiers — Free (roughly 150K tokens/day, no card required), Pro (~$20–$25/month for ~10M tokens, with higher $50/$100/$200 sub-tiers for heavier usage), Teams (~$30 per member/month), and custom-priced Enterprise — with token-metered usage rather than flat per-project fees. source
What users raised
30 themes raised by users; the most raised: Agent makes unintended changes (1 of 7), Agent unreliable on multi-file refactors (1 of 7), Confusing overlap between X-bundled tiers and standalone SuperGrok tiers (1 of 7).
- Agent makes unintended changes 1/7
- Agent unreliable on multi-file refactors 1/7
- Confusing overlap between X-bundled tiers and standalone SuperGrok tiers 1/7
- credits burn faster than plan implies 1/7
- free plan daily credit cap interrupts workflow 1/7
- hardcoded/client-exposed API keys 1/7
- hidden hosting/domain costs inflate real bill 1/7
- High usage/credit spend 1/7
- lost prompts when clicking Send 1/7
- low overall satisfaction / high one-star review share 1/7
- market saturation of AI-built products 1/7
- missing Row Level Security on Supabase tables 1/7
- no auth checks on data endpoints 1/7
- non-building operational tasks overwhelming founders 1/7
- post-launch execution drag 1/7
- Pricing page allegedly blocks automated verification tools 1/7
- Repeated model release delays (Grok 4.7 slipped multiple times) 1/7
- Requires internet connectivity 1/7
- role overload and burnout 1/7
- secrets leaked via AI chat/debugging history 1/7
- service_role key exposed to client bypassing RLS 1/7
- sharp token-based cost increases per generation 1/7
- stigma/hostility toward 'vibecoding' 1/7
- Storage/deployment sync confusion 1/7
- Third-party login redirect friction 1/7
- unexpected Premium-to-Free downgrades at renewal 1/7
- unexplained charges on dormant free accounts 1/7
- unresponsive billing support 1/7
- VITE_/NEXT_PUBLIC_ env vars shipping secrets to browser 1/7
- weak validation signals after launch 1/7
Funding by quarter
Withheld: something was read in 1 of the last 8 quarters. A series needs at least 2 to say anything a single reading does not.
The ledger this month
100 observed claims recorded this month, 4 sources that did not answer.
- PRODUCT · 49
- PRICING · 17
- COMPLAINT · 15
- DISCOURSE · 9
- FUNDING · 7
- POSITIONING · 2
- PEOPLE · 1
How big this market is, as its publishers state it
as of Sep 5, 2026 · 5 figures carried2 publishers carried, 2021–2029, 2 with a published outlook, the furthest to 2029. Figures are the publishers' own, shown side by side and never averaged.
Last read Sep 30, 2026: wrote 0 figures.
Research-house estimates for this sector, carried side by side under each house’s own name. Estimates of one market can differ several-fold; none is averaged, and none is Forge’s.
Where its publishers say it is going
- $58.2 bnby 2029 · Gartner’s outlook, published 202519.7 % a year from $13.8 bn in 2021 (itself an outlook), implied by its own two figures
Gartner: projects to 2029 from 2021, itself an outlook — 19.7 % a year implied by its own two figures.
- Gartner· outlook dashed
- IDC· outlook dashed
GartnerUSD · latest release 2025
Gartner: no history carried.
| Year | Figure | Kind | Published | In the publisher’s words |
|---|---|---|---|---|
| 2021 | $13.8 bn | Gartner’s outlook | 2021 | The worldwide low-code development technologies market is projected to total $13.8 billion in 2021, an increase of 22.6% from 2020, according to the latest forecast by Gartner, Inc. source |
| 2023 | $26.9 bn | Gartner’s outlook | 2022 | The market for worldwide low-code development technologies is projected to total $26.9 billion in 2023, an increase of 19.6% from 2022, according to the latest forecast from Gartner, Inc. source |
| 2026 | $44.5 bn | Gartner’s outlook | 2023 | The market for low-code development technologies is projected to grow to $44.5 billion by 2026 at a compound annual growth rate (CAGR) of 19%, with a potential opportunity for adjacent services, especially consulting and outsourcing services, of between $69 billion to $92 billion. source |
| 2029 | $58.2 bn | Gartner’s outlook | 2025 | The low-code development technologies market is projected to reach $58.2 billion by 2029, with a robust double-digit CAGR of 14.1%.As the read noted: Publication date for this Gartner document could not be independently confirmed; publishedYear is an estimate based on the recency of the page and its forward-looking 2029 horizon. source |
IDCUSD · latest release 2023
IDC: no history carried.
| Year | Figure | Kind | Published | In the publisher’s words |
|---|---|---|---|---|
| 2026 | $21.0 bn | IDC’s outlook | 2023 | A new International Data Corporation (IDC) forecast shows worldwide LCNCIDT revenue growing to $21.0 billion in 2026 with a five-year compound annual growth rate (CAGR) of 17.8% from 2021-2026.As the read noted: sourceUrl is the Business Wire distribution of IDC's own press release (IDC report #US49528022); no independent IDC.com press-release URL for this figure was located in search results. source |