Cosmic

What do they actually do

Cosmic is an AI-powered, all-in-one website and app builder that generates full‑stack projects from plain‑language prompts, then hosts them on Cosmic’s platform. It bundles code generation with built‑in authentication, a managed database, payments, asset management, and one‑click deployment, so users don’t have to wire together separate services or manage third‑party accounts for core features like login or billing [docs: introduction, auth, database, payments] (https://docs.cosmic.new/introduction) (https://docs.cosmic.new/auth) (https://docs.cosmic.new/database) (https://docs.cosmic.new/payments).

Typical use cases include launching a store, blog, membership site, simple web app, or an AI‑powered prototype. Users iterate by chatting with the AI agent to add features and make design/content edits, then deploy with one click. You can download the generated source code, though projects that rely on Cosmic’s managed auth/DB/payments remain tied to their infrastructure at runtime. Pricing is offered via Free (credit‑limited), Pro ($18/mo), and Ultra ($50/mo) tiers [docs: best practices; pricing] (https://docs.cosmic.new/best-practices) (https://www.cosmic.new/pricing).

Who are their target customer(s)

• Solo maker / indie hacker building a paid side project: They need to go from idea to live product fast and dislike spending weeks wiring Stripe, auth, a database, and hosting. They want working payments and user accounts without hiring help.
• Non-technical small-business owner (shop, artist, course creator): They’re constrained by marketplace/storefront limits and the time/cost of custom builds. They want to sell directly online with minimal setup and without managing multiple vendor accounts.
• Early-stage founder or technical solo founder prototyping an MVP: They need a deployed product with auth and payments quickly to test with customers or fundraise. They want to avoid burning runway on infrastructure setup and slow iteration cycles.
• Freelancer or small web agency delivering client sites: They must turn designs into functioning sites with login and checkout quickly, without juggling multiple services, plugins, and deployment pipelines. Consistent, hosted primitives reduce delivery risk.
• Product designer or PM building interactive prototypes: They need real user flows (signup, login, purchase) and data without getting blocked by backend engineering or long handoffs. They want to validate concepts with realistic functionality fast.

How would they acquire their first 10, 50, and 100 customers

• First 10: Direct outreach and concierge builds: recruit founders and makers from networks and early signups, offer free/discounted Pro access, and personally help ship their sites end‑to‑end to create case studies and testimonials.
• First 50: Community launches and templates: run PH/HN pushes, share tutorials and before/after demos in maker communities, and release templates (shop, course, SaaS prototype). Offer to convert one client site free for select agencies to earn referrals.
• First 100: Content, partnerships, and referrals: publish SEO guides and short walkthroughs from idea → paying customers, partner with no‑code communities and micro‑agencies, launch a credits‑based referral program, and amplify best case studies with targeted ads.

What is the rough total addressable market

Top-down context:

Cosmic’s core software market—DIY website builders plus no‑code/AI app builders—is roughly $6–7B today, combining website‑builder spend (~$2.1–$2.3B) and no‑code AI platforms (~$4.3B) [sources] (https://www.wix.com/blog/small-business-website-statistics) (https://www.grandviewresearch.com/industry-analysis/no-code-ai-platform-market-report). Adjacent markets (web hosting and professional web development) add $100B+ of potential if Cosmic grows into a full platform [sources] (https://www.fortunebusinessinsights.com/web-hosting-services-market-100863) (https://www.businessresearchinsights.com/market-reports/web-development-market-109039).

Bottom-up calculation:

Illustratively, if Cosmic converted 0.05%–0.1% of a global SMB/solo‑maker base in the hundreds of millions into paying subscribers at ~$18/month ARPU, that implies ~$32M–$65M ARR in early reachable spend [SMB counts; pricing] (https://www.demandsage.com/small-business-statistics/) (https://www.cosmic.new/pricing). This frames a near‑term serviceable slice within the $6–7B core TAM.

Assumptions:

• Global SMB/solo‑maker pool on the order of hundreds of millions [source] (https://www.demandsage.com/small-business-statistics/).
• Average paid plan ARPU around $18/month from current pricing [source] (https://www.cosmic.new/pricing).
• Early conversion in the 0.05%–0.1% range of the global target audience.

Who are some of their notable competitors

• Bubble: Visual no‑code platform for full‑stack web apps (design, database, workflows, hosting) with Stripe integrations via plugins; strong for complex app logic, but it’s a visual builder rather than an LLM agent that manages auth/DB/payments end‑to‑end [features; payments guide] (https://bubble.io/features) (https://manual.bubble.io/help-guides/getting-started/building-your-first-app/ecommerce-and-payments).
• Webflow: Design‑first website builder with CMS, memberships, ecommerce, and hosting; excellent for pixel‑perfect marketing sites and stores, but less focused on bundling custom backend services into a single managed account [pricing/features] (https://webflow.com/pricing).
• Wix: General‑purpose website and SMB platform with templates, an AI site builder, and Wix Payments; easy for owners to launch storefronts and bookings, but oriented to business sites rather than exporting custom full‑stack apps [Wix Payments; plans] (https://www.wix.com/payments) (https://www.wix.com/plans).
• Softr: No‑code app/portal builder that turns Airtable/Notion/Softr DB into front‑ends with memberships and Stripe‑based payments; optimized for connecting to external data rather than generating hosted app code with managed infra [homepage; payments] (https://www.softr.io/) (https://www.softr.io/accept-payments-online).
• Framer: Designer‑oriented site builder with CMS, hosting, and advanced interactions; great for polished marketing sites, but not primarily aimed at bundling backend services like auth, DB, and turnkey billing into one account [site; CMS] (https://www.framer.com/) (https://www.framer.com/cms/).