New Vibe-Coding hit $15M ARR in 3 months, AI Code Reviewer Is Also Booming
2 guys hit $1M ARR in 6 months, Pivoted 5 Times Before PMF
AI Coding has become the fastest-growing application category this year. After several products crossed the $100M ARR mark, 3 new players are still emerging with rapid growth trajectories.
In just the past few weeks, three new AI Coding products have raised funding.
The First one is Emergent, a startup from India that just announced a $23M Series A led by Lightspeed India, with participation from YC and Google’s Jeff Dean.
Emergent already claims over 1M users, $15M ARR within just 3 months, and 40,000 products built daily on its platform.
Unlike developer-focused tools like Cursor or Claude Code, Emergent positions itself closer to Lovable, targeting non-developers through what it calls a Vibe Coding experience.
The second newcomer is Rocket.new, which just raised a $15M seed round from Salesforce Ventures and Accel. Like Emergent, Rocket aims to make AI-powered app and website building easier, but with broader ambitions:
It wants to become a full-stack AI agent system for competitive research, product development, and beyond.
Also from India, Rocket already has 400K users, 10K+ paying subscribers, and around $4.5M ARR.
According to founder and CEO Virani, Rocket users tend to build more serious applications than simple landing pages.
About 12% of users have built grocery and fashion e-commerce platforms, 10% fintech apps, 5–6% B2B tools, and 4–5% mental health apps.
Revenue is geographically diverse: 26% from the U.S., 15–20% from Europe, and ~10% from India.
Roughly 45% of Rocket’s users are developing mobile apps. Many first build websites on Lovable or Replit, then integrate with Rocket.new to turn them into native mobile applications.
I tried it myself — it takes about 20 minutes to generate the first product (slower than other Vibe Coding tools), but the structured step-by-step approach, where it lists every needed module for you to confirm, felt surprisingly thoughtful and friendly for non-technical users like me. The completeness of the output gave me an immediate willingness to pay.
Rocket’s founders claim their backend architecture is entirely different from Lovable, Bolt, or others.
Their free tier quickly funnels users into paid plans, yielding 50–55% gross margins, with ambitions to reach 60–70% — unusually high for AI coding products, which typically struggle with margins.
The third one is Vibecode, which focuses squarely on mobile app development. It just raised a $9.4M seed round led by Seven Seven Six.
Vibecode’s users have already built 40K apps through the platform, though app store deployment still seems to be a bottleneck to me.
AI Code Reviewer Is Also Booming: Grow at 10x-20x Yearly
And it’s not just coding apps — AI-powered bug detection is heating up too. Within Cursor, a small side project called Bugbot, built by just two people, generated $10M ARR in a single month.
Several independent startups in this space are already over $15M ARR, growing at 10x to 20x year-over-year, and at least 3 have raised large rounds from top-tier VCs, with valuations nearing $600M.
