How "Vibe Coding" is Revolutionizing Software Development

View profile for Jacob F.

Goldman Sachs Analyst | Founder

1 Minute Reads | Catching A Vibe "Vibe coding" is rewriting software development. Instead of writing code, developers simply describe what they want, and AI generates it. Turning anyone into a technical founder. Recent standouts include: - Lovable: $1B ARR in 12 months - Replit: $2.8M to $150M ARR in under a year - Anything: $2M ARR in two weeks But there are a few things I am watching in the space. I believe there remains significant progress to be made before nontechnical users can reliably create products that are ready for deployment. Also, while early adopters are excited to experiment with new products retention metrics over the next 6-12 months will provide insight into the long term winners. The companies solving deployment complexity (databases, payments, authentication) will separate from the prompt-to-prototype crowd. Here is where I see the democratization of technical skill. Let me know your favorite platform or app built on one of these systems.

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