What Folks Are Really Vibe Coding Today. (It’s Not Building Their Own Salesforce.) Anton Osika, the CEO of Lovable, just shared something really interesting — their top 4 actual use cases for vibe coding in businesses right now.Lovable is now the second-fastest growing software product among businesses on Ramp.These are the main use cases for Lovable in businesses right now:1/ Rapid prototyping without waiting on engineering2/ Building internal tools that actually match your process and needs3/… pic.twitte ...

以下文章来源于量子位 ，作者关注前沿科技 追踪人工智能新趋势，关注科技行业新突破 即插即用，无需Mac mini。 来源｜ 量子位（ID：QbitAI） 封面来源 ｜ IC Photo OpenClaw （原名Clawdbot） 爆火，「贾维斯」狂潮席卷全球。 刚看了下京东，本地Agent甚至已经成了Mac mini的广告语…… 量子位 . 所有都提前在这块硬件里部署好了，扫下墨水屏上的二维码，就能直接进入交互界面，和一个叫 Pamir 的Agent对话。 最近 硅谷的一个本地Agent项目也很有关注度，而且是软硬件打包好，买回来就能直接用的那种。 长这样子，卖250美元（折合人民币约1700元）， 买来插上电就能当OpenClaw用。 对， 硬件版的OpenClaw…… 硬件版OpenClaw 名字叫Distiller Alpha，一款Linux硬件，核心计算模块基于树莓派CM5， 8GB内存，64GB存储 。 在此基础上，还集成了墨水屏、麦克风、扬声器、摄像头…… 特别小一个，手掌一半都不到，整体尺寸比手机还小，感觉能直接揣裤兜。 OpenClaw 能干的都能干，整理文件、翻阅X、发邮件……理论上，只要能 ...

刚看了下京东，本地Agent甚至已经成了Mac mini的广告语…… 最近 硅谷的一个本地Agent项目也很有关注度，而且是软硬件打包好，买回来就能直接用的那种。 长这样子，卖250美元 （折合人民币约1700元） ， 买来插上电就能当OpenClaw用。 对， 硬件版的OpenClaw…… 硬件版OpenClaw 名字叫Distiller Alpha，一款Linux硬件，核心计算模块基于树莓派CM5， 8GB内存，64GB存储 。 Jay 发自 凹非寺 量子位 | 公众号 QbitAI OpenClaw （原名Clawdbot） 爆火，「贾维斯」狂潮席卷全球。 OpenClaw 能干的都能干，整理文件、翻阅X、发邮件……理论上，只要能通过「点击」解决的事情，都没问题。 同样是一个24小时待命的贾维斯，可以随地大小Code。 这些都不是重点。 上面这些事情，OpenClaw都能做，甚至能更夸张。 Pamir最不一样的地方，是它竟然 还可以给硬件Vibe coding…… 有人给扫地机器人装了根机械臂，现在不仅能扫灰尘了，遇到大点的垃圾也能顺手捡起。 在此基础上，还集成了墨水屏、麦克风、扬声器、摄像头…… 特别 ...

Core Insights - Emergent is a rapidly growing "vibe coding" platform with 5 million users and annual recurring revenue increasing from $50 million to $5 million in just over a year [2] - The company recently secured $70 million in Series B funding from notable investors including Khosla Ventures and SoftBank Vision Fund 2 [3] - Emergent's CEO highlighted a significant market gap for fast, affordable, and high-quality software solutions, contributing to the company's explosive growth [5] Company Overview - Emergent was founded by twin brothers Mukund Jha and Madhav Jha as part of Y Combinator's startup class of 2024 [2] - The platform allows users with no coding experience to create sophisticated applications, with 80% of users having never seen a line of code before [6] - A standard subscription costs $17 per month, while a Pro account is priced at $167 per month [5] Market Position - Emergent is positioned in a competitive "vibe coding" market, facing rivals such as Lovable and Replit, which have raised significant funding and achieved high valuations [6] - The company aims to fill a gap in the market by managing the entire software development lifecycle, unlike competitors that excel only in prototyping [7] - The rapid funding environment for AI companies is evident, with Emergent raising $23 million in Series A funding just three months prior to the Series B round [4]

Core Viewpoint - The traditional IDEs may become obsolete by 2026, as engineers who do not adapt to new AI development methods will fall behind in productivity and competitiveness [1][5]. Group 1: Future of Development Tools - The transition from traditional IDEs to new AI-driven development tools is likened to moving from handheld tools to CNC machines, emphasizing the need for precision and automation in coding [2][11]. - Current AI models are inefficient, akin to sending a single diver into a vast codebase, suggesting a need for multiple specialized roles to enhance productivity [3][19]. - The future of software development will involve task decomposition, gradual refinement, and collaboration among multiple intelligent agents rather than relying on a single AI model [22][24]. Group 2: Productivity Disparities - There is a significant productivity gap among engineers, with those using AI tools like Codex potentially being ten times more productive than their peers who do not [5][27]. - Management is concerned about the implications of this productivity divide, fearing that they may need to reduce their workforce by up to 50% if engineers do not adapt [5][27]. - The situation mirrors the decline of the Swiss watch industry, where traditional craftsmanship was rapidly overtaken by quartz technology [8]. Group 3: New Development Paradigms - The concept of "Vibe coding" is introduced, where coding is driven by dialogue and AI-generated outputs, moving away from traditional manual coding practices [29][35]. - The economic implications of Vibe coding are significant, allowing for more modular and experimental approaches to development, thus increasing the value of options available to teams [38]. - Examples from companies like Travelopia and Capital One illustrate how AI-driven development can drastically reduce the time and resources needed for project completion [41][49]. Group 4: Organizational Transformation - The integration of AI tools is reshaping technical organizations, enabling non-developers to contribute to coding and deployment processes, thus democratizing software development [44][47]. - Trust in AI increases with usage, suggesting that engineers need to practice and engage with these tools to fully leverage their capabilities [42]. - The rapid pace of code submission and the ability to resolve legacy system issues with AI-generated solutions indicate a transformative shift in how teams operate [49].

Core Viewpoint - Docusign (DOCU) is experiencing significant challenges in the software sector, primarily due to competition from emerging coding and productivity products by companies like Anthropic [1] Company Analysis - Docusign is identified as one of the more beaten-down names in the software sector, indicating a potential undervaluation [1] - The company is facing pressure from various new products that are reshaping the market landscape [1] Industry Context - The software sector as a whole is under strain, with many stocks being negatively impacted by the introduction of innovative technologies and products [1]

I think perhaps the thing that most surprised me is the extent to which I feel like the AI economy stabilized. We have like the model layer companies and the application layer companies and the infrastructure layer companies. Seems like everyone is going to make a a lot of money and there's kind of like a relative playbook for how to build an AI native company on top of the models.Many episodes ago, we talked about how it was felt easier than ever to pivot and find a startup idea because if you could just s ...

Company Overview - Replit, founded in 2016, operates on a freemium model combined with a high-growth usage-based enterprise model, generating revenue through three primary streams: vibe coding, subscription plans, and a marketplace [2] - The user base of Replit has grown significantly, reaching over 40 million by the end of 2025, up from 750,000 in 2016, with a current valuation of $3 billion following a $250 million fundraise in September [5] Vibe Coding and Partnership - Vibe coding allows users to describe project goals in natural language, enabling AI to generate functional code, thus democratizing coding [4] - Replit has partnered with Alphabet (Google) to enhance enterprise vibe coding, integrating Google's AI models into its platform to support this initiative [3][6] Financial Performance of Alphabet - Alphabet has shown strong financial growth, with a compound annual growth rate of 18.31% for revenue and 23.43% for earnings per share over the past decade [9] - In Q3 2025, Alphabet reported total revenue of $102.3 billion, reflecting a 16% year-over-year growth, with Google Services contributing $87.1 billion and Cloud revenue advancing 34% to $15.2 billion [10] - Search advertising generated $56.6 billion, a 14.5% increase from the previous year, and operating cash flow surged to $48.4 billion [11] Valuation Metrics - Valuation metrics for Alphabet have become stretched, with a forward price-to-earnings ratio of 30.58, price-to-sales at 9.69, and price-to-cash-flow at 24.69, all above their five-year averages [12] Analyst Ratings - Analysts have given Alphabet's stock a "Strong Buy" rating, with a mean target price of $324.88, indicating an upside potential of about 1.1% from current levels [13]

Company Overview - Lovable, a Swedish vibe coding unicorn, has doubled its annual recurring revenue (ARR) to $200 million in just four months, achieving this milestone shortly after surpassing $100 million in ARR in July [1][6] Strategic Decisions - The company's decision to remain in Europe rather than relocating to Silicon Valley is credited as a key factor in its success, despite early advice suggesting that success would only come from moving to the U.S. [2] - The CEO emphasized that building a global AI company from Europe is possible, highlighting the availability of talent when there is a strong mission and urgency among the team [3] Talent Acquisition - Lovable has attracted strong talent from Silicon Valley companies such as Notion and Gusto to work in-person in Stockholm, which has contributed to its growth [4] Community Engagement - The open-source community has played a significant role in improving Lovable's technology, with active discussions and contributions occurring on platforms like Discord [5] Industry Context - The vibe coding sector is experiencing significant venture capital interest, as evidenced by AI-coding startup Cursor raising $2.3 billion, which reflects the growing traction among users [5] - Lovable has raised over $225 million in venture funding since its inception, with a recent $200 million Series A round led by Accel, valuing the company at $1.8 billion [6]

Core Insights - Airtable's capital story encapsulates the fervor and calm of different eras, transitioning from a "no-code" darling to facing significant challenges due to the rise of AI [1][3] - The company, once valued at $11.7 billion, has seen its valuation halved as it struggles to adapt to the AI-driven market [2][3] - Airtable's transformation into an AI-native platform is a gamble led by its founder, aiming to redefine its core offerings in the face of competition and market pressures [3][12] Funding and Valuation Journey - Since its founding in 2013, Airtable has raised a total of $1.4 billion across seven funding rounds [5] - The company reached a peak valuation of $11.7 billion in December 2021 after a $735 million Series F funding round [7] - Following a downturn in tech stocks, Airtable's valuation was adjusted to approximately $4 billion to $5 billion by Q1 2025, reflecting a decline of over 60% from its peak [8] AI Transformation Strategy - Airtable's core asset, its structured relational database, positions it well for an AI transformation, contrasting with competitors that prioritize document-first approaches [13] - The company aims to integrate AI deeply into existing workflows rather than treating it as a standalone feature, with a vision to become essential in the "vibe coding" era [15][12] - The transformation includes a series of product launches, starting with AI Field in September 2023, allowing users to embed generative AI capabilities directly into data tables [16] Product Development Phases - The first phase of the AI transformation involved exploratory product releases, leading to the introduction of the AI-driven no-code application generator, Cobuilder, in 2024 [16] - In April 2025, Airtable Assistant was launched, enabling users to build and modify applications through natural language interactions [17] - The major evolution occurred on June 24, 2025, when Airtable rebranded itself as an "AI-native platform," making AI a default experience for new users [18] Organizational Changes - To support its AI transformation, Airtable restructured its engineering, product, and design teams into "fast-thinking" and "slow-thinking" units, focusing on rapid iteration and long-term stability [19][20] - The founder, Howie Liu, has taken on a hands-on role as an "IC CEO," directly engaging in product development and fostering a culture of experimentation with AI tools among all employees [26][27] Market Competition and Challenges - Airtable faces intense competition from established players like Microsoft and emerging companies such as Notion, monday.com, and Smartsheet, all of which are integrating AI into their offerings [32][33] - Despite positive feedback from new users regarding AI features, long-term users have expressed dissatisfaction, citing issues with reliability and performance, indicating a challenging transition period [28][31] - The outcome of Airtable's transformation will not only determine its future but also serve as a reference for the broader SaaS industry in adapting to the AI era [33]