#051: Vibe Coding Startups are RED HOT
Episode #51: First up, Craig briefly recaps the RVI IPO and highlights the new Fundrise Innovation Fund VCX listing date.
Vibe coding startups are RED HOT. Craig features a handful of the fastest-growing vibe coding startups and their staggering revenue growth, including Cursor, Cognition, Lovable, Replit, and Claude Code.
In IPO Radar news, Anduril confirms its $60 billion valuation, Saronic is raising a Series D, and Sierra Space closes its Series C.
Craig talks about the economics of defense tech, and how startups lowering cost improve the economics of battle to deter adversaries.
Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.
- 0:00 Intro
- 0:30 RVI IPO Disappointment
- 2:13 Fundrise VCX Listing Date
- 3:36 Vibe Coding Investing
- 5:15 Cursor Staggering Growth
- 8:13 Claude Code and Codex
- 8:44 Cursor IPO Potential
- 8:54 Replit Fundraise
- 9:45 Replit ARK Venture Fund
- 10:05 Lovable Revenue Growth
- 11:00 Lovable Valuation
- 11:52 Cognition
- 13:06 History Repeats
- 13:57 SaaS-Pocalypse
- 14:38 Personal Experience
- 15:18 Code Modernization and Optimism
- 17:08 IPO Radar News
- 17:24 Anduril $60 Billion Valuation
- 17:42 Defense Tech Opportunity
- 18:56 Saronic Series D
- 21:03 Invest in Defense Startups?
- 21:41 Sierra Space Technologies
- 22:45 Sierra Space Series C
- 23:11 Sierra Space IPO Potential
- 24:51 Outro
This podcast and video are for informational and entertainment purposes only. Mentions are not a recommendation to buy or sell any pre-IPO or public company. Invest in IPOs and private companies at your own risk.
