{ "meta": { "generated": "2026-10-20", "count": 90, "license": "CC BY 4.0 — attribute \"MRR Ledger\" with a link", "docs": "https://mrrledger.com/for-agents/", "tiers": { "venture": { "label": "Venture-backed", "note": "Has raised outside venture funding (e.g. Y Combinator or VC rounds). Says nothing about revenue size." }, "indie": { "label": "Indie", "note": "Bootstrapped or founder-funded; no venture round on record. Says nothing about revenue size." }, "experiment": { "label": "Experiment", "note": "Agent-run or research experiment rather than a conventional company." } }, "tier_note": "Tier is about funding, not size: Venture-backed = raised outside venture money (even at under $1M annualized); Indie = bootstrapped or founder-funded; Experiment = agent-run or research project.", "source_sync_stale_note": "source_sync_stale_since (YYYY-MM-DD) = the source page says its live data connection (e.g. a TrustMRR Stripe key) stopped; value is the last synced figure, dated that day.", "endpoint": "/api/v1/compare.json" }, "a": { "slug": "lovable", "name": "Lovable", "category": "coding-agents", "tier": "venture", "tier_label": "Venture-backed", "tier_note": "Has raised outside venture funding (e.g. Y Combinator or VC rounds). Says nothing about revenue size.", "one_liner": "Vibe-coding platform whose agent builds full apps from natural language.", "business_model": "Credit/subscription SaaS with hosting attached", "founded": 2023, "annualized_revenue_usd": 600000000, "annualized_revenue_basis": "ARR", "confidence": null, "source_sync_stale_since": null, "lessons": [ "Product output (hosted apps) can differentiate from agents that only emit code.", "Publishing ARR milestones frequently is part of the growth narrative in this category." ], "url_profile": "https://mrrledger.com/b/lovable/", "growth_series": [ { "as_of": "2025-07", "annualized_usd": 100000000, "label": "ARR", "value_usd": 100000000, "value_text": "passed $100M ARR in 8 months from first $1M", "source_url": "https://lovable.dev/blog/agent", "source_name": "Lovable blog", "confidence": null, "annualization": null, "source_sync_stale_since": null }, { "as_of": "2025-11", "annualized_usd": 200000000, "label": "ARR", "value_usd": 200000000, "value_text": "$200M ARR (doubled in 4 months from $100M; company one-year post)", "source_url": "https://lovable.dev/blog/one-year-of-lovable", "source_name": "Lovable blog", "confidence": null, "annualization": null, "source_sync_stale_since": null }, { "as_of": "2026-02", "annualized_usd": 400000000, "label": "ARR", "value_usd": 400000000, "value_text": "crossed $400M ARR in February (company confirmed to TechCrunch)", "source_url": "https://techcrunch.com/2026/03/11/lovable-says-it-added-100m-in-revenue-last-month-alone-with-just-146-employees/", "source_name": "TechCrunch (company-confirmed)", "confidence": null, "annualization": null, "source_sync_stale_since": null }, { "as_of": "2026-06", "annualized_usd": 500000000, "label": "ARR", "value_usd": 500000000, "value_text": "surpassed $500M annualized revenue run rate (company told TechCrunch)", "source_url": "https://techcrunch.com/2026/06/09/lovable-says-it-has-hit-500m-in-annualized-revenue-with-1-million-new-projects-a-week/", "source_name": "TechCrunch (company-confirmed)", "confidence": null, "annualization": null, "source_sync_stale_since": null }, { "as_of": "2026-09", "annualized_usd": 600000000, "label": "ARR", "value_usd": 600000000, "value_text": "$600M annual run-rate revenue (co-founder at HumanX)", "source_url": "https://techcrunch.com/2026/09/24/lovables-annualized-revenue-crosses-600m-as-vibe-coding-takes-off/", "source_name": "TechCrunch", "confidence": null, "annualization": null, "source_sync_stale_since": null } ], "verified_corroboration": null }, "b": { "slug": "replit", "name": "Replit", "category": "coding-agents", "tier": "venture", "tier_label": "Venture-backed", "tier_note": "Has raised outside venture funding (e.g. Y Combinator or VC rounds). Says nothing about revenue size.", "one_liner": "Agentic software-creation platform for non-engineers and enterprises.", "business_model": "Subscription + usage SaaS; enterprise marketplace distribution", "founded": 2016, "annualized_revenue_usd": 240000000, "annualized_revenue_basis": "ARR", "confidence": null, "source_sync_stale_since": null, "lessons": [ "Long autonomy windows (hours) and self-testing are core product bets.", "Pivoting from professional developers to non-technical builders took revenue from $2.8M (2024) to ~$240M annualized by Oct 2025." ], "url_profile": "https://mrrledger.com/b/replit/", "growth_series": [ { "as_of": "2025-09", "annualized_usd": 150000000, "label": "ARR", "value_usd": 150000000, "value_text": "annualized revenue grew from $2.8M to $150M in less than a year", "source_url": "https://replit.com/news/funding-announcement-series-c", "source_name": "Replit Series C announcement", "confidence": null, "annualization": null, "source_sync_stale_since": null }, { "as_of": "2025-10", "annualized_usd": 240000000, "label": "ARR", "value_usd": 240000000, "value_text": "about $240M in annual sales now (CEO Amjad Masad to Business Insider, Oct 2025); company now targets $1B run-rate by end-2026. Sacra's ~$525M (Apr 2026) is an analyst estimate and is not used", "source_url": "https://www.businessinsider.com/replit-projects-1-billion-revenue-by-2027-ai-coding-boom-2025-10", "source_name": "Business Insider (CEO on record)", "confidence": null, "annualization": null, "source_sync_stale_since": null } ], "verified_corroboration": null }, "diff": { "annualized_a": 600000000, "annualized_b": 240000000, "ratio": 2.5, "same_category": true, "same_tier": true, "same_slug": false } }