Kevin E.

Building @altsocietyai | Managed tens of millions in ad spend | Worked w/ VC-backed start-ups, Fortune 500s, and everything in between

[Kevin E. @KevEdelson]

https://t.co/y6bnWW6le9

[Kevin E. @KevEdelson]

@lucky_z2 Interactive media is the next wave. I’m building in this space as well. Congrats @lucky_z2

[Kevin E. @KevEdelson]

@motilola @aschwags3 Yes been hearing various complaints. A lot of the ones I’ve seen are people who connected Claude

[Kevin E. @KevEdelson]

There’s no right way to spend a Friday night.

To each their own my friends

[Murray Hill Guy @MurrayHillGuy1]

How do people in the suburbs genuinely look forward to Friday night on the couch, Saturday morning at Costco, and call that a weekend?

Like you really moved out of the city just to LARP as your parents at 34?

[Kevin E. @KevEdelson]

Being an ‘AI enabled agency’ or service provider will only be a competitive advantage for the next couple years before it becomes the default.

[Kevin E. @KevEdelson]

@Codie_Sanchez 10 apps making $2K a month is $240K a year

[Kevin E. @KevEdelson]

@Polymarket Going to turn into the bar fight capital of the world, but I'm not mad at it.

[AltSociety AI @AltSocietyAI]

How to Get Paid Designing Thumbnails for News Articles and Blogs -

The Underrated Freelance Gig Everyone's Overlooking by @telumaicreative

This is a genius prompt that turns any article into a high-end editorial illustration.

Full prompt below 👇

[Kevin E. @KevEdelson]

@goon_nguyen Just tried it was bs

[Kevin E. @KevEdelson]

This might be a helpful tool.

But contrary to what people might be saying you can’t replace an entire marketing team with ai… yet.

[Okara @askOkara]

Today we're introducing the world's first AI CMO.

Enter your website and it deploys a team of agents to help you get traffic and users.

Try it now at https://t.co/KbAE6FNgzE

[Kevin E. @KevEdelson]

Revenue per Agent is the new Revenue per Employee

[Kevin E. @KevEdelson]

@SuperteamUSA Let’s gooooo!

[Kevin E. @KevEdelson]

@Scobleizer @adityaag Imo *

[Kevin E. @KevEdelson]

@Scobleizer @adityaag Solid read. I think a lot of us on here are feeling that relentlessness (and lack of sleep). And some of the most successful people of the future will surprise a lot of people on

[Kevin E. @KevEdelson]

Base44 tried to charge me for adding a collaborator this morning.

I cancelled my subscription, and asked Claude to write a master prompt of the project I was creating, then rebuilt it instantly in Lovable.

There are very low switching costs to most of these platforms. If they stop for one second they'll go to $0.

[Aakash Gupta @aakashgupta]

$100M ARR in 8 months. $200M in 12 months. $300M in 14 months. $400M in 15 months.

On the surface, this is the most absurd revenue ramp in European software history.

But there's a number Lovable has never disclosed, and it tells you more than the ARR figure ever could: churn.

Sifted asked directly. Lovable declined to share churn rates or the split between monthly and annual subscribers. When a company growing this fast won't tell you how many customers leave, you're not looking at a revenue number. You're looking at a gross bookings number that gets re-annualized every month.

Bolt's CEO said it publicly: "The churn rate for everyone is really high. You have to build a retentive business." He was talking about the entire vibe coding category. Then Bolt immediately changed its subscription model to try to keep people from leaving. That tells you everything about the structural retention problem in this space.

Barclays flagged it too. Traffic to Lovable dropped 40% from peak as of September. Vercel's v0 dropped 64%. Bolt dropped 27%. The analysts wrote that these companies could have "questionable economics" because the revenue comes from month-to-month subscribers who won't stick around.

Lovable's response? Osika says net dollar retention is above 100%. But net dollar retention only measures customers who stay. If 50% of your customers churn and the remaining 50% spend 2x more, your NDR looks incredible while your business is a revolving door.

The unit economics are even spicier. Lovable pays Anthropic and OpenAI per inference call. Every app a user builds costs Lovable real money. A source told Sifted margins might have actually gotten worse after switching to agentic mode. At 45 employees generating $400M ARR, the revenue-per-employee ratio looks legendary until you realize most of that revenue flows straight to model providers.

Meanwhile, Cursor just hit $2B ARR with 60% coming from enterprise contracts. That's the difference. Enterprise locks in annual commitments. Vibe coding's user base is overwhelmingly individual creators who build one app, ship it, and cancel.

Lovable is real. The product works. The growth is genuinely unprecedented. But a $6.6B valuation on $400M ARR requires that revenue to stick. And the entire vibe coding sector has a structural retention problem that no one has solved yet.

The fastest company to reach $400M ARR could also be the fastest to find out what happens when the denominator in your LTV/CAC ratio collapses.

[Kevin E. @KevEdelson]

Someone's going to make a trillion dollars creating a payments platform specifically for solo founders who want to test a bunch of different products.

[Kevin E. @KevEdelson]

Looks like Icon is alive and well.

They trolled everyone but are running paid ads on instagram.

It doesn’t seem the ads they are running are AI generated but maybe they are.

[Kevin E. @KevEdelson]

@elonmusk Ballsy poll but that’s how we know you’re a real one

[Kevin E. @KevEdelson]

Let’s get a @Polymarket going for what month / year a one person unicorn will happen.

I think by 2028

[GREG ISENBERG @gregisenberg]

ai is going to massively increase the number of one person companies within the next ~10 years

- 1 one person $10b company
- 10 one person $1b companies
- 100 one person $100m companies
- 1,000 one person $10m companies
- 10,000 one person $1m companies

[Kevin E. @KevEdelson]

@jorgiabays Genuinely good article