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Salutations, Olio aficionados! 👋 |
Welcome to the 142nd edition of Weekly Olio. We're thrilled to introduce a fresh new twist to your Sundays: Publisher Parmesan, our hand-picked, thoughtfully crafted edition designed to spark inspiration and insights for the week ahead. |
It's the perfect way to unwind, recharge, and prepare for the week with something truly worth savoring. |
If you're new here and you're looking for more long-form, crispy writing, click the link to subscribe under this GIF 👇 |
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🎉 Drum roll, please! 🥁 Let's give a hearty round of applause to our guest post collaborator, Bharat Kumar Ramesh! 📜🎩 |
Bharat is the CTO and Co-founder of Periskope, helping businesses automate their day-to-day ops on WhatsApp. Previously, he worked as a consultant at Bain for 6 years, before deciding that writing code and building systems was more fun. |
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The Second-Order Effects of Vibe-Coding |
It's still early in 2025, but if there's one buzzword gaining serious momentum, it's "vibe-coding." Originally coined by Andrej Karpathy, vibe-coding describes a programming paradigm where AI isn't just a co-pilot, but the primary coder. This shift from imperative programming (step-by-step instructions) to declarative AI-driven development (simply stating what you want and letting AI figure it out) is reshaping the software industry at an astonishing pace. |
And the numbers back it up. Platforms like Lovable, Bolt, v0 by Vercel, and Replit Agent have hit multi-million dollar ARR in just a few months. Founders like Anton Osika (Lovable) are reporting jaw-dropping adoption rates—1,500 new customers a day, adding ~$30,000 MRR. Skeptics may point to high churn rates or question the long-term viability of AI-led development, one thing is clear: the total addressable market (TAM) for programmers is expanding massively. |
 | Anton Osika – eu/acc @antonosika |  |
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Lovable's growth increased by almost 50% last week, now adding 1,500 customers per day, this is why: //1 | |  | | | 9:26 PM • Mar 11, 2025 | | | | | | 1.55K Likes 71 Retweets | 95 Replies |
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And that means new opportunities—not just for developers, but for entire industries. Here, we break down three key areas poised for exponential growth in the coming years: |
1. Vibe-Coding for X: Expanding the Paradigm |
The first wave of vibe-coding platforms has focused on web-based applications, making it easier than ever to build public-facing apps with minimal human coding. |
But there's an even bigger opportunity: bringing vibe-coding to other platforms and specific use cases. |
Mobile development – Imagine an AI-native system optimized for building iOS/Android apps without needing extensive Swift/Kotlin expertise. Game development – AI-powered tools that integrate seamlessly with physics engines, making real-time rendering and mechanics adjustments nearly effortless. Enterprise applications – Vibe-coding for internal business apps, automation workflows, and data pipelines could unlock massive efficiency gains. 3D modeling & animation – AI-native tools that allow creators to describe a scene in natural language and have AI generate and refine it automatically.
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Each of these use cases demands a specialized approach, but the fundamental principle remains the same: shifting from imperative (step-by-step coding) to declarative (high-level intent-based) development. |
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2. The Boom in Ancillary Tooling |
As more people become AI-powered developers, we'll see an explosion in new apps, products, and services. |
But every app—AI-built or not—still needs essential infrastructure, including: |
Authentication & security Payments & transactions User analytics & observability Ad networks & monetization
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This presents a golden opportunity for companies that integrate seamlessly with vibe-coding platforms. |
And the early winners are already emerging: |
Supabase (a popular hosted Postgres solution) is experiencing massive growth thanks to its integration with Lovable. |
 | Paul Copplestone — e/postgres @kiwicopple | |
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[update] weekly signups for @supabase - much of the growth from AI Builders/Platforms we're primarily seeing: cursor; bolt; lovable; v0; codev; windsurf. many low-code builders from the past few years are now going all-in on AI | Paul Copplestone — e/postgres @kiwicopple it's pretty clear at this point that AI is enabling more builders. the TAM is rapidly expanding for all developer tools x.com/kiwicopple/sta… |
| |  | | | 5:01 AM • Feb 25, 2025 | | | | | | 362 Likes 27 Retweets | 46 Replies |
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Resend, a transactional email provider, has seen a surge in users from these AI-native platforms. |
 | Zeno Rocha @zenorocha | |
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January was a record-breaking month for @resend in sign ups and revenue. There were no launch weeks or big announcements. Just a ton of new users coming from @lovable_dev, @boltdotnew, and @v0. The definition of a "developer" is changing. x.com/i/web/status/1… | |  | | | 3:04 PM • Feb 7, 2025 | | | | | | 169 Likes 6 Retweets | 15 Replies |
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For infra and dev tools companies, being easy to integrate into AI-led coding workflows is now a critical distribution strategy. |
Tomorrow's equivalent of Mixpanel or Stripe will be a one-click integration in vibe-coding platforms, offering analytics and payment solutions without developers needing to write a single line of backend code. |
3. The Rise of AI-Native Agencies |
Vibe-coding isn't just changing how software is built—it's changing how services are delivered. |
A new wave of lean, AI-driven agencies is emerging, offering full-service software development, prototyping, and consulting at a fraction of traditional costs. |
For example, Lovable has already partnered with multiple agencies that leverage its AI-powered workflow to deliver ultra-fast product development. These agencies: |
Operate with significantly smaller teams Handle more clients per employee than traditional development firms Reduce costs on change requests and iterations, since AI makes prototyping near-instantaneous
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This trend mirrors the rise of Shopify agencies in the late 2010s, where specialized service providers built, optimized, and managed e-commerce stores. |
The difference? |
These AI-native agencies will be leaner, faster, and significantly more profitable, managing thousands of clients with minimal overhead. |
The Next Phase of Software Development |
Vibe-coding represents more than just an AI-powered productivity boost—it's a fundamental shift in how software is built and who can build it. |
With AI moving from co-pilot to primary developer, we're seeing: |
The rise of AI-first programming tools A new generation of ancillary infrastructure solutions AI-native agencies offering faster, cheaper, and more scalable software development
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As with any paradigm shift, there will be growing pains—churn rates, skepticism, and questions around long-term viability. |
But one thing is clear: The TAM for software developers just exploded, and companies that embrace this shift early will define the next decade of innovation. |
Welcome to the age of vibe-coding. 🚀 |
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That's all for this week. If you enjoyed this edition, we'd really appreciate if you shared it with a friend, family member or colleague. |
We'll be back in your inbox 2 PM IST next Sunday. Till then, have a productive week! |
Peeyush and Mohit |
Disclaimer: The views, thoughts, and opinions expressed in the text belong solely to the author, and not necessarily to the author's employer, organization, committee or other group or individual. |
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