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- 🍭 Robots, Unicorns, and the Future of AI Startups 🦄
🍭 Robots, Unicorns, and the Future of AI Startups 🦄
Loveable, RunwayML, and how to vibe code like a maniac!
Snack Prompt
September 02, 2025
In partnership with
Good morning. Our intern tried every vibe coding tool on the top 100.
Now we can’t find him…
Let’s dig in.
🍭 What’s Cookin’:
Loveable vs The World
RunwayML’s Next Act
And Everything Else
Vibe Coding
♥️ Lovable Isn’t Sweating the Competition
The Bite: In a16z’s latest “Top 100 AI Apps,” vibe coding tools showed up in force.
One of the loudest names in the mix? Sweden’s Lovable.
The company just hit $100M ARR in eight months, raised a $200M Series A, and rocketed to a $1.8B valuation.
CEO Anton Osika says he’s not worried about competition.
Why?
Because Lovable is pitching itself as the place where founders can build entire AI-native companies, not just a cool demo app.
(PS: They aren’t the only one’s saying this…)
Snacks:
Lovable = vibe-coding standout, helps non-coders build full products
Hit $100M ARR in 8 months, $200M Series A at $1.8B valuation
2.3M active users with 180K paying subs
Platform now has agents for debugging, web search, file handling, image gen
Runs on Claude + GPT-5, giving it flexibility vs model-native rivals
Backed by top European angels (Klarna’s CEO, Revolut’s CEO) + Nordic VCs
Why it Bites: Six months ago, vibe coding felt like a quirky category.
Today, it’s giving arms race meets gold rush vibes.
Lovable’s breakout shows that it’s not just about making side-project apps.
It’s about giving founders an on-ramp to build serious companies without touching a line of code.
Depending on who you are, every Loveable or Replit clone still feels like only a “demo-builder.”
Loveables server and hosting integration is how they are trying to stand out.
If the trend sticks, “write business plan, paste prompt” could be the new way startups are born.
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Keep This Stock Ticker on Your Watchlist
They’re a private company, but Pacaso just reserved the Nasdaq ticker “$PCSO.”
No surprise the same firms that backed Uber, eBay, and Venmo already invested in Pacaso. What is unique is Pacaso is giving the same opportunity to everyday investors. And 10,000+ people have already joined them.
Created a former Zillow exec who sold his first venture for $120M, Pacaso brings co-ownership to the $1.3T vacation home industry.
They’ve generated $1B+ worth of luxury home transactions across 2,000+ owners. That’s good for more than $110M in gross profit since inception, including 41% YoY growth last year alone.
And you can join them today for just $2.90/share. But don’t wait too long. Invest in Pacaso before the opportunity ends September 18.
Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.
Steal This Prompt
🧚♂️ Minimal Holographic Wireframes @LudovicCreator
Minimal geometry meets iridescent glow.
Transform any subject into a shimmering holographic wireframe.
Clean lines, subtle depth, and radiant color play.
Prompt Credit: @LudovicCreator
Click this link (Prompt)
Replace the #’s with subject and color1 and color2
Paste into MJ
AI + Robotics
🤖 Runway’s Next Act: Teaching Robots With Hollywood AI
The Bite: Runway started as the cool kid of AI video and with their recent viral hit, Aleph, is still positioned as a leader in that domain.
Now it’s aiming at an unlikely sequel: robotics.
Companies training self-driving cars and factory bots are lining up to use Runway’s “world models” to simulate reality.
Snacks:
Runway proved its world models could render realistic video
Robotics & AV firms want those same models for training simulations
Real-world training is costly and messy; simulations are faster and scalable
Nvidia is pushing a rival platform, Cosmos, for robot world models
Runway raised $500M+ from Nvidia, Google, General Atlantic; valued at $3B
A new dedicated robotics team is forming inside Runway
Why it bites: The real money in AI video might not be viral clips, but in realistic simulations.
If Runway nails the pivot, it stops being “that artsy AI startup” and becomes a platform for training every robot that moves through the world.
Entertainment was just the demo.
Robotics is the recurring subscription.
Everything Else
🧠 You Need to Know
💾 Nvidia’s two mystery clients accounted for 39% of Q2 revenue:
→ ~40% of Nvidia’s $47B Q2 revenue was from these 2 customers!
🍭 READ FULL STORY HERE 🍭
🔫 Murder at Silicon Valley’s Playground, Burning Man:
→ Google founders’ favorite getaway spot just got dangerous. At time of writing, the body hasn’t been identified. This seems like the beginning of a tech bro murder mystery…
🍭 READ FULL STORY HERE 🍭
💰 Tiny Caribbean country, Anguilla, is AI rich:
→ Back during the dotcom boom, countries all got their own top level domains (.com, .us, .uk, .ai, etc…) and Anguilla won the lottery without knowing it. Their .ai TLD is making the tiny island rich.
🍭 READ FULL STORY HERE 🍭
🇨🇳 China rejects ‘AI Cold War’ narrative:
→ China’s Xi urges AI cooperation at SCO summit. While seeking to cast itself as a global peacemaker, China stiff arms the China v USA AI Cold War, urging for collaboration.
🍭 READ FULL STORY HERE 🍭
🛒 Walmart jumps on the ‘AI Agent Train’:
→ A CNBC report on Saturday stated that the big box retailer created an AI agent named Marty. The move is intended to “save time for both customers and employees”
🍭 READ FULL STORY HERE 🍭
ToolBox™
🧰 5 AI Tools to Vibe Code Like a Maniac
 Today’s ToolBox™ |  Yesterday’s ToolBox™ |
🛠️ Lindy Build: The new State Of The Art in vibe coding
Create any app by describing it. Dream it, and Lindy builds it from code to QA.
☎️ gpt-realtime: For reliable, production-ready voice agents
OpenAI's new speech-to-speech model for production voice agents, delivering low latency and natural, expressive speech.
🖱️ Streamdown by Vercel: Drop-in replacement for react-markdown
Built to handle the unique requirements of streaming Markdown content from AI models, providing seamless formatting even with incomplete or unterminated Markdown blocks.
👷♂️ AppStruct: No-code app builder
No-code platform built for web, mobile, desktop and Telegram mini-apps development in one place.
🌪️ Twistly: AI presentation maker add-in for Microsoft PowerPoint
Leveraging the built-in ChatGPT for PowerPoint, users can create, edit, and enhance presentations within seconds.
just sayin…
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