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Venture Capital
@venture
19.03.2026 21:03
Emergent CEO calls vibe coding a “bitcoin $1” moment

Emergent CEO Mukund Jha says the vibe-coding industry is still at an early stage, estimating it has reached only about 1% of its potential.

The company hit $100M ARR just 8 months after launch, doubling from $50M in a single month. The broader trend is driven by non-technical users building software with AI.

Jha points to a shift from 20M developers to a much larger base of knowledge workers creating tools themselves.

AI coding tools are expanding the software market beyond traditional developers.

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