Miles Clements, a partner at VC firm Accel, said there are two reasons Claude's latest improvements don't hurt Cursor.
There is real disruption happening as a result of vibe coding, but it is not as simple as many headlines suggest.
Lovable now has $400 million in annual recurring revenue, up from $300 million just a month ago. ARR could surpass $1 billion by the end of the year.
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