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Monthly report · October 2026

AI app builders, October 2026: 2 open gaps — 0 closed, 2 opened.

As the catalog read it in October 2026 · written Nov 1, 2026. This report does not change after it is written. September 2026 →

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Forge’s own counts and the quoted claims with their sources are CC BY 4.0 — cite as Ambera Forge, AI app builders, October 2026. Carried market-size figures are their publishers’ and are not in the file.

What was read

12 companies placed; 10 read during October 2026.

Gaps closed and opened

6 themes were raised about two or more of 8 read companies; 2 share no word with anything a company declares. Against the previous month: 2 gaps opened and 0 closed (0 now share a word with a declared capability, 0 no longer raised about two companies). Themes are compared by their words, so a theme the reading reworded counts as one closed and one opened.

Opened · 2
Collaboration and permissions, Privacy and security
Now answered in the declared names · 0
—
No longer raised about two companies · 0
—
  • ◌ Privacy and securityraised about 3 of 8 · no declared match
  • ● Customer supportraised about 3 of 8
  • ● Usage limits and capsraised about 3 of 8
  • ◌ Collaboration and permissionsraised about 2 of 8 · no declared match
  • ● Price levelraised about 2 of 8
  • ● Integrations and APIraised about 2 of 8

Who entered

3 companies placed (Google Antigravity, Jules, CatDoes); 1 product sighted by a search and not yet read (Meta Muse Code).

  • Meta Muse Code — sighted Oct 5, 2026 · source

Pricing moves

10 of 12 read companies have a pricing entry on record; 15 pricing changes recorded across 8 companies this month.

  • Bolt [COMPANY CLAIM] Oct 26, 2026 · 3 changes this monthBolt introduced a new $9/month 'Bolt Lite' tier built on its open-source Bolt Forge models, offering substantially higher usage than Standard mode; signups were open only through October 14–18, 2026, though active subscribers retain the $9/month rate after that date. source
  • Replit [FACT] Oct 26, 2026 · 1 change this monthReplit now lets eligible top-up customers keep published apps running at zero credits up to an overage limit; paid Agent use pauses, Free mode stays available, warning emails precede suspension, and new credits repay the overage first. source
  • Cursor [FACT] Oct 26, 2026 · 4 changes this monthOn October 12, 2026, Cursor was folded into 'The X Subscription,' replacing its own standalone pricing with a unified plan structure (Free, Plus $8, Premium $30, Super $100, Ultra $200, Teams $30/$100/$200 per seat), with the prior late-September plans (which already matched these price points) now explicitly tied to X.ai's subscription rather than a Cursor-only offering. source
  • Base44 [FACT] Oct 26, 2026 · 2 changes this monthBase44 added a startup program offering a free annual license and credits, in addition to existing education and non-profit discounts. Previously, only education and non-profit pricing was mentioned. source
  • Grok Build [FACT] Oct 19, 2026 · 1 change this monthThe pricing page now shows a simplified plan structure: Free, Plus ($8/mo), Premium ($30/mo), Super ($100/mo), Ultra ($200/mo), Teams ($30+/user/mo), and Enterprise (custom). Previously, plans included Free, X Premium (~$8), SuperGrok Lite (~$10), SuperGrok (~$30), X Premium+ (~$40), SuperGrok Plus (~$100), and SuperGrok Heavy (~$300). The new top-tier Ultra replaces SuperGrok Heavy at a lower $200/mo price, the Lite and X Premium+ tiers have been removed, and a Teams plan has been added. source
  • Google Antigravity [FACT] Oct 19, 2026 · 1 change this monthGoogle Antigravity has no standalone subscription; the Individual tier is free ($0/month) and paid quota is bundled into Google AI plans: Pro at $19.99/month, Ultra 5x at $99.99/month, and Ultra 20x at $199.99/month, following a May 19, 2026 restructure that replaced a single $249.99 Ultra tier. source
  • Jules [FACT] Oct 12, 2026 · 1 change this monthJules has no standalone subscription; it is bundled into Google AI Pro ($19.99/mo) and Google AI Ultra ($124.99/mo) plans, which raise daily task limits from a free 15/day to 100/day (Pro) and 300/day (Ultra), with concurrency rising from 3 to 15 and 60 respectively. source
  • CatDoes [FACT] Oct 12, 2026 · 2 changes this monthCatDoes' current pricing page lists six tiers: Free ($0, 25 credits, 1 public project, web deploy only), Core ($17/mo, 50 credits, 2 projects, private projects, file browser, GitHub import), Starter ($42/mo, 200 credits, 5 projects, iOS & Android deploy, no badge, 3 cloud instances), Plus ($84/mo, 400 credits), Pro ($168/mo, 900 credits), with a 16% annual discount option. source
  • Lovable [FACT] Sep 13, 2026Lovable 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, 2026v0'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

What users raised

24 themes raised by users; the most raised: Customer support (3 of 8), Privacy and security (3 of 8), Usage limits and caps (3 of 8).

  • Customer support 3/8
  • Privacy and security 3/8
  • Usage limits and caps 3/8
  • Collaboration and permissions 2/8
  • Integrations and API 2/8
  • Price level 2/8
  • Accuracy and output quality 1/8
  • Billing, fees and cancellation 1/8
  • Confusion over legacy vs. new plan terms 1/8
  • Destructive agent action (drive wipe incident, Dec 2025) 1/8
  • Enterprise/Workspace accounts not yet supported 1/8
  • Free tier, trial and paywalled features 1/8
  • insecure defaults in AI builder output (Vite env vars, permissive CORS) 1/8
  • Low overall satisfaction (Trustpilot 1.5/5) 1/8
  • low Trustpilot rating / high one-star share 1/8
  • Lower published benchmark scores vs. competitors (e.g., SWE-bench) 1/8
  • market saturation and skepticism toward AI-built products 1/8
  • more aggressive/larger code regenerations 1/8
  • no server-side authorization checks 1/8
  • Personal @gmail.com account required for paid tiers 1/8
  • post-launch execution drag 1/8
  • Price increases 1/8
  • Restriction of third-party models to higher tiers 1/8
  • weak validation signals behind launch hype 1/8

Funding by quarter

7 rounds recorded across 2 read quarters; sums are floors per currency and per tag, never combined.

  • 2025-Q1not read
  • 2025-Q2not read
  • 2025-Q3not read
  • 2025-Q4not read
  • 2026-Q1not read
  • 2026-Q2not read
  • 2026-Q37 rounds
  • 2026-Q40 rounds

The ledger this month

52 observed claims recorded this month, 5 sources that did not answer.

  • PRODUCT · 31
  • PRICING · 15
  • POSITIONING · 3
  • PEOPLE · 2
  • COMPLAINT · 1

How big this market is, as its publishers state it

as of Sep 5, 2026 · 5 figures carried

2 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 2025

    Gartner: projects to 2029 from 2021, itself an outlook — the two figures are from different releases (2021 and 2025), so no rate is implied between them.

  • Gartner· outlook dashed, one segment per release (2021, 2022, 2023, 2025)
  • IDC· outlook dashed
GartnerUSD · latest release 2025

Gartner: no history carried.

YearFigureKindPublishedIn the publisher’s words
2021$13.8 bnGartner’s outlook2021The 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 bnGartner’s outlook2022The 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 bnGartner’s outlook2023The 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 bnGartner’s outlook2025The 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.

YearFigureKindPublishedIn the publisher’s words
2026$21.0 bnIDC’s outlook2023A 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

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