Lovable's Growth Chief: Big Tech Is the Real Rival, Not Tiny Vibe-Coding Startups

Lovable’s head of growth Elena Verna says OpenAI, Google, and Apple have the strongest competitive edge due to their distribution power, more so than newer vibe-coding startups. The Stockholm-based company recently reported a 30% monthly ARR increase to about $400 million and plans to double headcount from 146 to 350 by the end of 2026, while handling roughly 200,000 new vibe-coding projects daily and competing with Cursor, Replit, and Emergent.