Know what’s really happening at
Emergent AI before you sign on.
- On the roadmap
- Vibe Coding
- AI App Builder
- Agentic AI
Emergent AI is a vibe coding app builder that turns natural language prompts into deployed web and mobile applications, reaching $100M ARR in roughly eight months from launch. Altis research examines whether the company's explosive growth can translate into durable competitive positioning as frontier labs and scaled peers converge on the same market.
How we do it.
Most "AI market intel" is a summarized crawl of press releases. This Altis research is built from our knowledge graph of sector expert calls, synthesized with public sources.
- Market participant interviews
- 39
Emergent AI
- Reported ARR (Feb 2026)
- $100M ARR
- Time to $100M ARR
- ~8 months from launch
- Series C Valuation (Jul 2026)
- $1.5B post-money valuation
- Registered Users (Jan 2026)
- 6M+ across 190+ countries
- Total Apps Built (Jul 2026)
- 12M+ apps built
- Category-Wide B2C Churn Range
- 30% and 50%, month over month
- Series B Valuation (Jan 2026)
- $300M
- Security Certification
- SOC 2 Type II
Press reported
Altis Verified
What's in the report
Most "AI market intel" is a summarized crawl of press releases. This is what customers, competitors, and former employees actually told us.
Market Overview
Market structure, where the company sits, and growth drivers.
- market map
- Vibe Coding landscape
- Vibe Coding growth rate
- CAGR
Total Addressable Market
Bottom-up TAM / SAM / SOM.
- Emergent AI TAM
- Vibe Coding market size
- market opportunity
Company Overview
What the company does and how it operates.
- what does Emergent AI do
- Emergent AI product
- business model
Product / Go-to-Market
Product, GTM motion, ICP, and who buys.
- Emergent AI customers
- who uses Emergent AI
- Emergent AI ICP
- go-to-market
Competitive Dynamics
The Altis Market Map and the Altis Win-Rate Index.
- Emergent AI competitors
- Emergent AI alternatives
- who competes with Emergent AI
- Emergent AI win rate
Customer Signals
Retention, satisfaction, and win/loss signals.
- Emergent AI reviews
- Emergent AI NRR
- Emergent AI churn
- current customers
- switching costs
Investment Debates
Investment thesis, moat, bull/bear, and key risks.
- Emergent AI investment thesis
- Emergent AI moat
- bull case bear case
- Emergent AI risk factors
Monetization & Financials
Business model, revenue model, and unit economics.
- Emergent AI ARR
- Emergent AI revenue
- Emergent AI valuation
- unit economics
Team and culture
Founders, leadership, and org.
- Emergent AI founders
- Emergent AI CEO background
- leadership team
- headcount
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Ready to see the full picture?
Based on 39 market participant interviews, Ramp enterprise panel data, public filings, and secondary source analysis.