Lovable: $100M ARR in 8 months. Replit: $10M to $100M in 9 months. No-code AI builders are the fastest-growing software category in history.
Google just shipped a free-in-beta version to 160+ countries with 1.8 billion accounts as the distribution channel.
The math is straightforward. Lovable charges $25/month per user. Google charges $0 today and can subsidize longer than any startup can burn. Lovable needs Supabase for backend. Google auto-provisions everything through Gemini, Imagen, and Veo. Lovable deploys to Netlify. Google deploys to Google Cloud with one click.
The no-code startups spent 2024-2025 proving the market exists. Google spent that time watching, then shipped Opal with agentic model routing plugged into the largest consumer platform on earth.
This tells you everything about how Google sequences market entry. Let startups validate demand and educate the market, then arrive with ecosystem integration and a subsidized price point. The startups won’t die. But their TAM just got a ceiling, and that ceiling is however much of the market Google decides to leave on the table.
@ooocdc plusieurs mais c'est pas explicite. tu te connectes via password, puis un autre jour via google c'est totalement transparent pour l'utilisateur
2026 is an inflection point. It’s the best time in history to be an indiehacker, and also maybe the last.
I’m removing all distractions and building way more this year.
Lock in, ladies and gents.
Distribution you can learn.
Building fast you can't.
Give me an engineer who ships and i'll learn marketing at 2am on youtube 🤷♂️
A product that moves fast doesn't need a marketing budget.
Speed is the only thing that compounds.
You’re building solo.
You can only make 1 hire.
Who gets the seat?
– A marketer who brings you users
– An engineer who ships at lightning speed
Which one do you choose?
I've been coding with the same stack for 10 years.
Instead of chasing the new shiny thing, I built my own reusable templates and packages.
I can now plug them into Notiondesk or any new project instantly.
Velocity >>> novelty.
Am I the only one refusing to switch?