Lovable HIts $500M in ARR, Apple Announces AI Siri
Lovable has surged to $500 million in annual recurring revenue, proving that vibe coding is no longer a novelty but a mainstream force in app development. The platform, which enables non-technical users to build production-grade apps through natural language prompts, has seen over 50 million projects created in just under three years. This explosive growth is mirrored by Apple’s bold new AI moves: a standalone Siri app with model-switching capabilities and the transformation of iOS shortcuts and Safari extensions into natural language programming tools. These developments signal a seismic shift—coding is no longer the exclusive domain of engineers. The episode’s most striking revelation comes from the host’s personal journey: his pregnant wife rebuilt their legacy meditation app, SelfPause, from scratch in two weeks using vibe coding, eliminating years of bugs and technical debt while cutting costs by bypassing Apple’s 30% app store fee. The episode argues that the era of 'founders dying from starvation' is over—now, founders die from an overdose of opportunity. With AI handling the heavy lifting, the real bottleneck is not technical skill, but vision and execution. The broader AI landscape is also undergoing a pivotal moment. Perplexity is targeting a 2028 IPO regardless of OpenAI or Anthropic’s fate, while OpenAI and Anthropic are moving forward with their own public listings.
Lovable hit $500M ARR in under three years, with users launching 1M projects weekly and building production-grade CRMs and HR platforms without coding.
Apple’s new Siri app lets users switch between AI models (Claude, Gemini, ChatGPT) and uses natural language to build iOS automations—no code required.
The host’s wife rebuilt their $200K app in two weeks using vibe coding, eliminating technical debt and bypassing Apple’s 30% app store fee via a web version.
Perplexity plans a 2028 IPO regardless of OpenAI or Anthropic’s performance, using model capability advancements as a key investor metric.
Sam Altman’s Tools for Humanity laid off staff after Kenya and South Korea banned its iris-scanning platform over privacy violations and $50-per-scan incentives.
…and 3 more takeaways available in PodZeus
Lovable Hits $500M ARR and the Rise of Vibe Coding
“Lovable crossed $500 million in annualized revenue. That is $100 million jump since February. They're now seeing, like I mentioned, a million new projects launched every week.”
Apple’s AI Leap: Natural Language Coding and the New Siri
“You're not having to make an app. You're just saying like, hey. build this kind of automation and your phone knows and does it.”
The IPO Race: Perplexity, OpenAI, and Anthropic
Perplexity targets a 2028 IPO regardless of OpenAI or Anthropic’s performance. OpenAI and Anthropic are moving forward with their own IPOs, while Perplexity uses model capability advancements as a key investor metric.
Tools for Humanity’s Regulatory Fallout
“They paid users in Kenya, India and Hong Kong about $50 in world coin for every time that you scanned your iris.”
Google DeepMind’s Robotics Accelerator in Europe
“This is going to be kind of the feeder for a lot of the partnerships that Google DeepMind is going to be making in the future.”
“My pregnant wife in the last two weeks rebuilt our entire app that we spent hundreds of thousands of dollars in the past.”
“humanity paid users in Kenya, India and Hong Kong about $50 in world coin for every time that you scanned your iris.”
“And because all of that is happening, they just crossed $500 million in annualized revenue. That is $100 million jump since February.”
Host
Lovable
organization
Apple
organization
Claude
other
SelfPause
organization
ChatGPT
other
Sam Altman
person
Tools for Humanity
organization
Google DeepMind
organization
Perplexity
organization
OpenAI
organization
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