Consumer vs B2B coding split
Eric Simons, CEO of Bolt, on consumer vs. B2B vibe coding
This split is really about whether these products monetize curiosity or operational dependence. Lovable, Replit, and Wix can grow fast by getting a huge number of people to spin up landing pages, demos, and side projects with self serve onboarding, low friction pricing, and paid acquisition. Going deep in B2B is a different job, it means fitting into real company systems, security reviews, permissions, version control, and team workflows where the app has to keep working after the first prototype.
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Lovable’s product and pricing are built around rapid app generation and chat based usage, and its early scale came from tens of thousands of paying users and very high project volume. That is classic top of funnel software, win lots of creators early, then hope some become durable teams later.
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Replit is the clearest counterexample to the broad claim, because it has increasingly landed internal tool and prototype use cases inside companies. But even there, the evidence shows enterprise depth comes from serving concrete workflows like sales demos and internal apps, not from the original consumer coding audience that drove its distribution.
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Wix buying Base44 for $80M and then scaling it with Wix distribution and marketing shows the consumer playbook directly. Figma Make pressures the opposite end of the market by bundling prototype generation into paid Figma seats, which makes shallow B2B prototyping hard to sell as a standalone product.
The market is heading toward sharper specialization. Consumer heavy builders will keep optimizing for instant creation and paid growth, while the winners in B2B will be the tools that can plug into company data, auth, and engineering workflows and own the path from rough prototype to maintained production software.