#ai

Vibe coding index

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Anthropic San Francisco, CA

Anthropic is an AI research company building large language models (LLMs).

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#ai-models

#ai

Jan-Erik Asplund

Published Mar 13th, 2025

TL;DR: Anthropic’s Claude has emerged as the backbone of the “vibe coding” trend, driving the growth of AI IDEs and app builders like Cursor ($100M ARR) and Bolt.new ($40M ARR) as well as underlying components like Supabase. The launch of Claude 3.7 Sonnet and Claude Code has accelerated this trend, with Sacra estimating that Anthropic hit $1.4B ARR in March, growing 12% CMGR3. For more, check out our full report and dataset on Anthropic.

Key points via Sacra AI:

“Vibe coding” has trended exponentially in 2025, with coders and non-coders alike designing & launching software demos and experiences in hours using natural language, threatening to bypass specialized design & prototyping tools like Figma, Miro and Adobe XD. A wave of products has sprung up around this pattern, including AI app builders like Lovable ($17M ARR), Bolt.new ($40M ARR) and Vercel’s v0, and AI-powered IDEs like Cursor ($100M ARR) and Codeium’s Windsurf ($40M ARR), that write code, spin up databases, and integrate with third-party APIs to build fully-functional applications.
With its SOTA multi-file editing capabilities, Anthropic’s Claude is the backbone of the vibe coding ecosystem—the most-used model in Cursor, and the system default in Vercel’s v0 and Replit Agent—driving Anthropic’s reacceleration in 2025 to $1.4B ARR as of March, growing 12% CMGR3, up from 8% in December. With the launch of the semi-autonomous coding agent Claude Code in late February, Anthropic is now both competing with and powering tools likeCursor ($20/month) and Windsurf ($10/month) with the upside of driving more consumption through a usage-based pricing model that can cost $6-100/hour depending on codebase size.
Indexed on the rise of vibe coding and becoming entrenched default, interoperable components—Supabase (database), Vercel (deployment), Stripe (payments), Resend (email), Clerk (authentication), and Docker (containers)—that are API-centric and easy to plug into any product to serve the features that every app needs. With generous free tiers, GUIs or other no-code interaction modes, and prolific documentation that’s been online since before the LLM pre-training cut-off date (roughly August 2023 to April 2024), these components have the potential to cement their positions via native integrations with AI app builders, like v0’s auto-deploy to Vercel or Bolt.new’s one-click Supabase setup.