#51: Vibe Coding Startups are RED HOT. Staggering Growth from Cursor, Replit, Loveable and More

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. 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. Free Newsletter and Download ("The IPO Process" One-Pager)Access Club: 7-Day Free Trial$5 to join at the Baseline Level(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) OutroAccess 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.