Vibe

What do they actually do

Vibe is building an AI-assisted app builder that lets people describe what they want and generate working mobile and web apps. The product supports shipping to the Apple App Store, Google Play, and the web, and it allows users to download the full source code and integrate with GitHub so projects can be handed off or extended later (docs, deployments guide, features/pricing, features).

Today, users can build without writing code and then refine the app with an integrated editor or by editing the exported code. The team also offers a mobile app experience oriented around generating and testing apps quickly on-device (docs, App Store listing).

Who are their target customer(s)

• Non‑technical founders and solo builders who need a working MVP fast: They can’t afford long developer timelines or full-time hires and want to launch something real to users quickly without learning to code.
• Product managers and designers validating ideas or experiments: Engineering backlogs slow iteration; they need a way to prototype and user‑test flows without opening an engineering ticket.
• Small businesses and operations teams needing custom internal tools or client portals: They currently rely on spreadsheets or contractors that are costly and slow; they want lower‑cost automation and simple data apps without an engineering team.
• Agencies and consultants delivering many small client apps: Each project is expensive and slow; they want a faster, repeatable way to build and then hand off apps, ideally with downloadable source for ongoing maintenance.
• Startup product/engineering teams offloading boilerplate prototypes and routine features: They want speed from AI but worry about generated code quality, maintainability, and security for production use (Ars Technica).

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

• First 10: Founder‑led outreach to friends, mentors, and YC contacts who need quick MVPs; personally shepherd builds, do one‑on‑one onboarding, and ship to the App Store/Play as proof the workflow works (docs, deployments). Ask for testimonials and referrals after launch.
• First 50: Package templates and white‑label offers for agencies/consultants and highlight that apps can be handed off with downloadable source code; publish a few concrete case studies showing time/cost saved and convert via targeted outreach on freelancer networks (pricing/features).
• First 100: Layer in scalable channels: a Product Hunt launch, how‑to content/templates for PMs/designers, and small paid tests around “build MVP” search/social; pair this with clear security/maintenance docs to address production‑quality concerns raised around AI‑generated code (Ars Technica).

What is the rough total addressable market

Top-down context:

Nearest‑neighbor market is low‑code/no‑code platforms in the tens of billions—estimates range from ~$16.5B (Gartner LCAP, 2027) to ~$35.6B (no‑code platforms, 2025) (Gartner, TBRC). Adjacent mobile/app development spend is in the low‑hundreds of billions today and projected to grow to the high‑hundreds by 2030 (Grand View Research).

Bottom-up calculation:

Illustrative: if 300,000 target builders worldwide (non‑technical founders, PMs/designers, small agencies) pay on average $500–$1,000 per year for an AI app‑building platform and credits, that implies a $150M–$300M bottom‑up opportunity initially, expanding as agency and SMB use grows. These figures scale materially with broader agency adoption and higher seat counts per team.

Assumptions:

• There are hundreds of thousands of potential buyers globally across founders, PMs/designers, agencies, and SMB ops teams.
• Average annual spend per active builder on platform + credits is in the mid‑hundreds of dollars to low‑thousands.
• Platform tools capture only a slice of overall app‑development spend; services/contractor budgets are not fully addressable near‑term.

Who are some of their notable competitors

• Bubble: Visual no‑code platform for full‑stack web apps; strong for complex web workflows, with growing native options but historically less focused on shipped native mobile apps (features, roundup).
• FlutterFlow: Visual builder that exports Flutter code and supports publishing to App Store/Play; good for rapid prototypes that can be handed to engineers, though exported code may need developer work at scale (homepage/docs, App Store deployment).
• Draftbit: Drag‑and‑drop builder producing React Native code and app‑store publishing; appeals to designers/small teams, with tradeoffs in generated code polish for long‑term maintenance (features, blog).
• Glide: Spreadsheet‑backed app builder for fast data apps and internal tools (often as PWAs); excellent for simple workflows rather than fully custom native experiences (blog/docs, product).
• Adalo: No‑code platform focused on building native mobile apps and publishing to stores; easier “ship an app” path, but less flexible for complex custom logic than code‑first approaches (overview, comparison).