The Vibe coding era has arrived
While Cursor is doing a new fundraising for about $10B valuation, OpenAI is said to buy Windsurf, the 3-year-old AI coding Agent, for about $3B.
And Anton Osika, CEO of the AI coding tool Lovable, shared last week that the company has reached $40 million in ARR in just 5 months, having helped over one million people bring their ideas to life.
According to Osika, Lovable has become especially popular among non-technical users for several reasons.
First, it was built specifically for everyday people rather than engineers.
Second, the team has optimized the UI and chat responses to make everything as easy to understand as possible.
Third, Lovable offers a unique editing mode that allows users to make precise, real-time changes—making it faster and more accurate to tweak details.
Lovable now also comes with built-in functionality for purchasing and connecting custom domains. Users can deploy their apps to a custom domain through a simple, streamlined flow—without needing to deal with hosting setups, domain purchases, or complicated DNS configurations.
For non-technical users, every DNS setup used to be a tutorial-worthy hurdle—now it’s a one-click experience.
Meanwhile, Lovable’s competitor Bolt.new recently integrated Stripe payments natively into their platform. I tried it out myself, and the setup process is incredibly simple—just click the Stripe tab on the Bolt.new site and you’re good to go. What used to be a complex integration is now just a few clicks away.
These seemingly small improvements are actually hugely valuable for non-technical users. When tools like these connect all the pieces of the product-building workflow into one seamless platform, it really means that non-technical people can build and launch simple products all in one place.
Not only does it lower the barrier to entry, but it also significantly boosts the value of the platform itself.
Some notable startups’ ARR milestones:
Sigma Computing ARR Hits $100M
Artisan AI ARR Hits $5M
Krea AI ARR Hits $8M
Some words about Krea AI, the company recently secured $83 million in Series B funding, led by Bain Capital Ventures, bringing its valuation to $500 million.
In the last 14 months, they rolled out over 50 major product updates, grew to over 20 million users organically, and 20x'd their revenue. All with a team of only 8, while they are a team of 17 now.
“AI + 3000 Dietitians” Platform = $50M Revenue
What most impressed me recently is a fascinating AI product in the health sector that I believe is incredibly valuable—and potentially applicable to many other areas.
It’s somewhat similar to the AI note-taking tool I mentioned the other day, Freed AI, which raised $30 million in funding from Sequoia to support clinical doctors. But this one is tailored for dietitians.
Like Freed AI, it leverages the power of large language models to address real-world challenges. However, their business models are completely different.