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Building & Product

Can vibe-coded products become real businesses?

Yes, and the evidence is no longer anecdotal: Base44 sold to Wix for $80M six months after a solo founder started it, Pieter Levels' vibe-coded flight sim hit $1M ARR in 17 days, and India's Emergent went from zero to $100M ARR in eight months. The tools themselves (Lovable, Bolt, Cursor) are the fastest-growing software companies in history, which tells you where demand sits. The catch: code is now cheap, so distribution, retention, and a real problem worth paying for are the actual moats.

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The same ground, over in Build the product, our Starting Up track.

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