Lovable is in talks to raise a round that would value it at $12 billion, nearly double its $6.6 billion valuation from December 2025, with 8 million users and $400 million in ARR (round not yet closed).
Remember the first time you described an app in plain words and an AI built it right before your eyes, without you touching a single line of code? That "wait, you could do it like this?" feeling has a market name: vibe coding. And the company that has capitalized on it best, Lovable, is now in talks to raise a round that would value it at $12 billion, according to Forbes on June 5, 2026. The figure is even more striking when you recall that in December 2025 it was worth $6.6 billion: nearly double in barely half a year. Vibe coding went from being a curiosity to moving dizzying numbers.
The numbers behind a very real fever
Behind the flashy headline there is genuine traction, not the smoke of an inflated valuation. Lovable crossed $400 million in annual recurring revenue in February 2026, and today 8 million people use it to turn ideas into working software without knowing how to program. Its cofounders, Anton Osika (36) and Fabian Hedin (25), became billionaires after the December round, with stakes valued at around $1.6 billion each. That said, here comes the honesty we like: the $12 billion round is not closed yet. A Lovable spokesperson made it crystal clear: "We're not here to talk about rounds that haven't happened yet." So take it as an extremely strong market signal, not as a done deal.
Vibe coding goes professional
What's truly interesting is not just the money, but where the whole category is maturing. Tools like Lovable, Cursor, Replit, v0 and Bolt are moving from being prototyping toys to becoming production-grade platforms, with code ownership, governance and support for modern web products. Lovable, in fact, has expanded into consumer channels like Google Play, a sign that these tools are no longer sold only to developers sitting at a laptop, but to founders, creators and entrepreneurs of every kind. User feedback is mixed, with praise for the speed and criticism of the credit model, but the market keeps growing at a wild pace.
What it has to do with NeuralOS
The fact that Lovable, Cursor and company are moving billions confirms that the frictionless builder thesis has massive demand, and it's the same wave NeuralOS is riding. The difference we're chasing isn't competing over who generates a prototype fastest, but over taking that idea from the chat to a real product, with data, managed hosting and the quality discipline a prototype tends to blithely skip. No rubber-stamping: today's vibe coding shines in the demo and sometimes stumbles badly when the code goes to production, and that gap is exactly the one we care about closing. Watching the category go professional and attract serious capital doesn't scare us in the least, it validates our ground. The real game is played in what happens after the prototype.