Vibe Coding Projects Landscape
The “vibe-coding” space already has multiple well-funded players. Each is pushing AI-assisted building in a different direction: some focus on developer productivity inside IDEs, others on fast app generation for non-technical users.
Despite the crowding, there is still a structural gap: most tools either stop at code or sacrifice depth for simplicity.
Natively is built around closing that gap - full product generation, with strong control over logic, UX, and extensibility.
Key Players in Vibe Coding
Cursor
AI-native coding IDE for developers
~$25–30B
Replit
Cloud IDE + AI agents for app building
~$3–9B (range across recent rounds/rumors)
Lovable
Prompt-to-app for non-technical users
~$6–7B
v0 (Vercel)
AI UI/app generation tied to hosting
Vercel ~$3–9B
Claude Code (Anthropic)
Coding inside a large AI suite
Anthropic ~$180B
Natively
Product-level app creation from intent
Not publicly valued
*Valuations based on publicly reported funding rounds and market estimates.
Why Natively Is Different
Most platforms in this category fall into one of two buckets:
Developer-first tools: Cursor, Claude Code, Replit.
They speed up writing and editing code, but users still need to design systems, connect services, and manage complexity.
Simplicity-first tools: Lovable, v0.
They lower the barrier to entry, but often at the cost of depth, customization, and production-grade control.
Natively is built around a different target:
Start from intent, not code.
Output complete products, not fragments.
Keep enough structure so products don’t collapse when they grow.
This puts Natively in a position that is not directly owned by any single competitor: product-first creation that is usable by non-technical users, but still strong enough for serious builders.
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