Vybe

What do they actually do

Vybe is an early-access platform that helps non‑engineering teams build internal web apps by connecting to existing tools and data, describing what they want in a chat, and having the system generate the UI, integrations, and access rules. Apps can then be published with built‑in authentication and permissions for use inside the company (homepage, about).

Today, Vybe highlights thousands of integrations, a growing set of forkable templates, and enterprise controls like SSO, role‑based permissions, audit logs, SSH tunneling, and BYOK. Pricing separates “builder” and end‑user seats and includes AI credit usage. The product is positioned behind a demo/waitlist, and the team is very small (founders listed, YC S25), suggesting a limited public rollout focused on high‑touch pilots (pricing, examples, homepage, YC listing).

Who are their target customer(s)

• Product managers building internal tools for launches and operations: They rely on spreadsheets or scarce engineering time, making simple workflow changes slow and hard to keep current across teams (examples, about).
• People Ops / HR teams running onboarding and headcount processes: Data lives across HRIS, email, and Slack; tasks get dropped and status tracking requires manual spreadsheets or ad‑hoc tools (examples, about).
• Customer success and support leads: Customer context is fragmented across multiple SaaS tools; this slows responses, breaks handoffs, and makes accountability unclear without a consolidated app (examples, about).
• Engineering managers / SREs: They need lightweight bug/incident trackers and dashboards but avoid dedicating engineers to internal tools, so teams end up with siloed trackers and unactionable context (examples, about).
• IT / security / platform owners: They must prevent shadow IT and protect sensitive data; they require SSO, roles/permissions, auditability, and clear governance before approving new internal apps (pricing, about).

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

• First 10: Recruit design partners from YC/early networks and target PM/Ops/CS/Eng teams already hacking workflows in spreadsheets; offer a free pilot with Vybe’s team building the first app to gather feedback and turn it into a template (homepage, YC listing, examples).
• First 50: Convert pilot wins into 4–6 repeatable templates and case studies; run targeted community workshops (PM, People Ops, SRE groups) with short trials and clear security docs so IT can approve quickly (examples, pricing, about).
• First 100: Lean into self‑serve PLG with a curated template gallery, simpler connectors, and published security/compliance playbooks; add channel partners (HRIS/CS vendors and consultancies) and referrals to drive steady signups (pricing, about, examples).

What is the rough total addressable market

Top-down context:

Enterprise applications and low‑code/no‑code budgets are large and growing. Grand View Research estimates the global enterprise application market with North America at 42.5% of revenue in 2024, reaching $625.66B by 2030 (GVR press release). Low‑code platforms are projected to be a multi‑billion segment through the decade (e.g., MarketsandMarkets: $13.2B in 2020 to $45.5B by 2025) (MarketsandMarkets).

Bottom-up calculation:

Using Vybe’s published pricing ($99/builder/month; $12/end‑user/month) and U.S. firm counts by size: there are roughly 319k U.S. firms with 50+ employees (50–99, 100–249, 250–499, 500–999, 1,000+) (pricing, NAICS firm counts). Conservative SAM scenarios yield ≈$3.8–$3.9B in the U.S., scaling to ≈$9B globally using North America’s 42.5% share as a proxy (GVR). Retool’s industry survey also indicates rising investment in internal tooling, supporting demand for these use cases (Retool 2023 report).

Assumptions:

• Targetable firms are ≥50 employees (≈319k in the U.S. across size bands) and have budgets for internal tooling (NAICS firm counts).
• Average annual spend ranges from ~$12k (mid‑market) to ~$50k+ (larger enterprises) using Vybe’s seat pricing as baseline (pricing).
• Global scaling uses North America’s 42.5% share of enterprise app spend as a rough proxy for regional distribution (GVR).

Who are some of their notable competitors

• Retool: Developer‑oriented internal‑tools platform for connecting databases/APIs and building UIs with strong SSO/RBAC and enterprise features; typically requires engineers to build/maintain apps (Retool, pricing).
• Superblocks: Enterprise internal‑apps platform with centralized governance, on‑prem agents, and an AI generator (“Clark”); aimed at orgs needing strict controls and faster app builds (Superblocks, docs).
• Appsmith: Open‑source low‑code platform for internal web apps that teams can self‑host or run in the cloud; chosen by teams prioritizing portability and code control (Appsmith).
• Softr: No‑code builder on top of hosted data sources (Airtable, Google Sheets) for simple portals/trackers; easy for non‑technical users, less focused on deep enterprise governance (Softr).
• Coda: Docs + tables platform where teams build “docs that act like apps” with Packs and automations; strong for document‑centric workflows and templates (Coda).