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Vibe Coding2026-07-09 · source-backed
Per Sifted, Lovable is in talks for a roughly $300M round led by Menlo Ventures that would double its valuation to $13.2B. Investor appetite for consumer and prosumer code generation clearly hasn't cooled. Whether the revenue justifies it is the question nobody's answering out loud, but the money is voting yes.
Each link below shares sources, entities, or timing with this story.
TechCrunch confirmed the Series C on August 12, led by Menlo Ventures and the Scaleup Europe Fund, up from $330M at $6.6B in December 2025. $500M annualized run rate as of June, 60 million hosted projects, 900 million monthly visits, and a multiyear Google Cloud agreement repr...
AlixPartners analyzed 500 software companies across 12 private-equity portfolios and published an "AI Disruption Score" ranking each company's exposure to AI cannibalization. Their projection: up to 15% SaaS revenue decline in the next year, 25-35% over three years. They ident...
August 6: Sapiom raised $35M for a router that sends each model call to the cheapest capable model. August 7: Databricks published its internal cost playbook. August 8: Toolport hit Product Hunt with a free MCP gateway cutting tool-definition overhead 96%. Three parties, zero...
Security researcher @weezerOSINT demonstrated that any free Lovable account could access other users' source code, database credentials, AI chat histories, and customer data via a Broken Object Level Authorization (BOLA) flaw. Every project created before November 2025 was exp...
Indie Hackers data via Superframeworks reports non-coders shipping products, some at $5K-$50K MRR, on a stack of Lovable for validation, Cursor and Claude Code for production, Replit/Antigravity for parallel builds. The catch is in the same report: roughly 45% of AI-generated...
At $400M ARR with under 200 people, Lovable built its own customer success command center, rewired from quarterly to daily shipping, moved to outcome-based hiring ("show me your projects"), and because billing is consumption-based, collapsed revenue and customer value into the...
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