Sierra hit $100M ARR; A 11-Person Team hit $1.2B in Revenue with no funding in 3 years
Lovable Reaches $6.3B Valuation
Google is back
These past few days have belonged entirely to Google. Nano Banana has dominated every corner of the internet, with users pushing its creative boundaries—and some of the generated visuals already show clear commercial value.
Source: https://letsbanana.art
Other Google products have been evolving just as quickly. NotebookLM’s newly launched Infographic and Slide Deck features can instantly convert any generated content into an information-dense graphic or ready-to-use slide deck.
I tested them—absolutely incredible. Suddenly, NotebookLM can be used for a whole new set of workflows. But now these two new features are unavailable.
Google’s AI Coding stack is equally impressive. Using Gemini 3 Pro inside Google AI Studio, I’ve already built several surprisingly solid products over the weekend—fully end-to-end, from generating code with Gemini, to deploying on Vercel, to connecting databases via Supabase.
And because it’s essentially free—no token anxiety, no usage friction—I can “vibe code” as much as I want. I’m increasingly shifting from a content creator to a product builder.
Lovable: 9 Million Users, Massive Growth, and Now a $6.3B Valuation
Even with Google’s internal progress, its investment arm is doubling down on external AI-coding companies. A few days ago, Lovable announced it had surpassed $200M ARR, doubling in just four months.
According to the latest info I’ve gathered, CapitalG has led Lovable’s newest financing round, with Menlo Ventures and Khosla also participating. The round pushes Lovable’s valuation to $6.3B.
This is astonishing growth:
July: Lovable closed a $200M round at a $1.8B valuation
Now: A new round—valuation up 3.5× in four months
Today Lovable has:
9M+ users
5M daily visits to Lovable-built products
100,000 new products created per day
My first vibe-coding product that made real money was built on Lovable. And I have a strong conviction that the products I build with Google AI Studio will also generate revenue soon.
Sierra: Brett Taylor’s AI Customer Service Startup Hit $100M ARR
Another company I’ve followed closely is Sierra, the AI customer service platform created by Brett Taylor (OpenAI board chair) and Clay Bavor.
Sierra just officially crossed $100M ARR, a huge milestone and likely the strongest signal yet for the commercial viability of AI-powered customer service.
According to the founders, Sierra surpassed $100M ARR seven quarters after launch, far faster than expected.
Sierra is already working with Deliveroo, Discord, Ramp, Rivian, SoFi, Sonos, Tubi, and Wayfair. But what surprised the founders most is how quickly long-established companies have adopted AI Agents: Next (founded 1864), ADT (1874), Bissell (1876), Safelite (1947), Vans (1966), Cigna (whose predecessors date to 1792!), SiriusXM (1990), DIRECTV (1994).
Sierra’s agents now handle tasks like identity verification, returns, credit card applications, locating tax forms, broken-windshield claims, and even initiating mortgages. Its customer base is dominated by Fortune 1000 companies—50% generate over $1B in revenue, and 20% exceed $10B.
Sierra’s customer touches:
95% of Black Friday shoppers
Over half of U.S. households receive medical services
90%+ of the media ecosystem
70%+ of the fintech value chain
A 11-Person Team Hitting $1.2B Revenue With No Funding in 3 years
But perhaps the most shocking story comes from a Chinese-American founder-led team:
The team: 11 people.
Annual revenue: nearly $1.2B.
Funding: none.
