The Vibe Coding Dispatch
LOGIN · 2026

A keynote in three acts · The sources

Vibe coding is easy.
Being good isn’t.

One year after Andrej Karpathy named it, the evidence is in. The numbers are extraordinary on both sides. This is the companion page: the keynote in brief, the apps worth a look, and every source, so you can check the work.

$6.6B
Lovable, in 12 months
2,038
Critical vulns. found
75%
Of new code at Google
87.6%
SWE bench, Opus 4.7

What the talk argues, in three acts.

The thesis
Act I

Floor.

The barrier to producing software dropped to zero. A Stockholm startup at $6.6B; someone with no engineering background shipping ten apps used a million times; a journalist building a working product in 48 hours. For personal tools and prototypes, anyone with taste and an idea can now ship.

Act II

Ceiling.

While the floor dropped, the ceiling went up. The same tools let a senior ship in a week what took a quarter. DHH changed his mind on the record. Google: 75% of new code AI generated, “approved by engineers.” Snap kept the seniors; the stock went up.

Act III

Context.

Same tool, different outcomes. Every failure (Moltbook, Replit, Moonwell) was missing something a professional brings before the agent gets a key: a threat model, a spec, a review. It’s never the AI. The difference is what you brought to the conversation.

It’s a great time to be alive and creative. Bring your taste, your spec, your threat model, your years in the trenches, and you can build anything. Skip them, and you become one of the exhibits.

The vibe coded apps worth a look.

Built with, & built by

The platforms · where it happens

01 Lovable
Stockholm. $1.8B → $6.6B in five months. The market paying real cash for the category.
lovable.dev ↗
02 Cursor
The AI native editor, at $29.3B. Parallel agents across services, branches and environments.
cursor.com ↗
03 Replit
Dan Norris built three SaaS apps for his coffee business here. Also: where an agent once deleted a production DB.
replit.com ↗
04 Bolt.new
One of the four largest builders in the Escape.tech security sweep.
bolt.new ↗
05 Base44
Prompt to app builder; also among the four platforms in the 5,600 app audit.
base44.com ↗
06 Create.xyz
Natural language app builder rounding out the platforms in the audit.
create.xyz ↗

The apps in the wild · the exhibits

07 SaaStr.ai
Jason Lemkin’s vibe coded suite: 500K users in 45 days, used close to a million times. The floor, done right.
saastr.ai ↗
08 Moltbook
An AI social network praised by Karpathy, then compromised in minutes. 1.5M API keys exposed. (Link: the Wiz.io report.)
wiz.io ↗
09 Moonwell
DeFi protocol whose contract, written with Claude, mispriced an asset 1,964× too low: a $1.78M loss in one block.
moonwell.fi ↗

For the record. Check the work.

Primary sources