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@hvpandya I completely agree, there's no real retention of users who are paying from their own pocket unless it starts delivering some meaningful returns. Maximum lifecycle 1-2 months of subscriptions.
Vibe coding products are at an interesting predicament.
If I buy a $20/mo subscription of v0, Replit, Lovable etc, either I am paying or my employer is paying for it.
If I'm paying out of my pocket, I have to make money with it. Otherwise I'm canceling it the month after. Simple as that. No individual would make a ton of apps / landing pages every month to justify keeping this subscription on.
That leaves the enterprises. There, I don't see there being 10s of winners either. Replit has sold to many large companies their vibe coding platform. Enterprise revenue is sticky and will be slow-churning. Every PM / Eng / Designer out there is building prototypes. Lots of hype. This will continue to do well.
But if a vibe coding platform isn't selling to enterprises, selling to consumer won't work.
So Lovable's move is not surprising but paints a grim picture – what other direction can these products expand to?
Hosting?
Backend + databases?
Domains?
More B2B use cases?
And even if they do, can they win there given each of them are saturated spaces with their own winners at the moment.
We generated 20M+ views in 2 weeks through AI UGC. Total cost: $2,000. The same number of views with influencers would've cost us $40,000+.
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