What this list is — and is not
The original article called itself a “complete database” of every VC-backed vibe-coding company. That was too strong.
Private-market data changes quickly, category boundaries are subjective, and not every financing term is public. This version is a sourced snapshot of several major companies whose products materially participate in AI software creation.
Snapshot date: August 20, 2026.
Cursor / Anysphere
Current status: Acquired by SpaceX
Transaction: $60 billion stock deal
Product: AI-first coding environment and agents
Cursor announced on August 14, 2026 that it had officially become part of SpaceX.
That means older tables describing Cursor as an independent company at its prior $29.3 billion private valuation are no longer current. For a present-day landscape map, the acquisition is the more relevant fact.
Source: Cursor — “Cursor is now a part of SpaceX”.
Replit
Latest announced valuation: $9 billion
Latest announced round: $400 million Series D, March 2026
Product: Browser-native software creation, AI agents, execution and deployment
Replit announced the financing on March 11, 2026. The $9 billion valuation was three times the $3 billion valuation it announced roughly six months earlier.
Source: Replit — “The Future is Actually Very Human”.
Lovable
Last completed announced valuation: $6.6 billion
Completed round: $330 million Series B, December 2025
Product: Natural-language application building
Lovable announced its $6.6 billion Series B in December 2025.
In July 2026, TechCrunch reported that the company was discussing another financing at a possible $13.2 billion valuation. Because that report described talks rather than a completed company announcement, Arcapush does not present $13.2 billion as the latest confirmed closed-round valuation.
Sources: Lovable Series B and TechCrunch on the reported 2026 financing talks.
Vercel
Latest announced valuation: $9.3 billion
Latest announced primary round: $300 million Series F, September 2025
Product: Web/AI cloud infrastructure, Next.js ecosystem, and v0
Vercel announced its Series F on September 30, 2025, co-led by Accel and GIC. The company has since increasingly positioned its platform around AI-created applications and agents in addition to its established web infrastructure business.
Source: Vercel — Series F.
Windsurf / Cognition
The original article listed Windsurf as an independent AI code editor backed by venture firms. That description is no longer current.
Cognition announced an agreement to acquire Windsurf in July 2025. In June 2026, Cognition introduced Devin Desktop, calling it “the next generation of Windsurf” and describing it as a full IDE centered on managing local and cloud agents.
For a 2026 landscape map, Windsurf belongs inside the broader Cognition/Devin story rather than being treated as a standalone startup entry.
Sources: Cognition's Windsurf acquisition and Introducing Devin Desktop.
Bolt / StackBlitz
Bolt remains a meaningful prompt-to-app product in the ecosystem, but this article does not attach a speculative valuation to it without a current, authoritative financing disclosure.
A data article becomes less useful when it fills missing private-market information with guesses. “Undisclosed” is better than invented precision.
What the data actually says
Several conclusions are defensible:
AI software creation has attracted very large amounts of capital. The confirmed rounds and acquisition values above make that clear.
The category is consolidating as well as growing. Cursor's acquisition by SpaceX and Windsurf's move into Cognition are reminders that a landscape map must track ownership, not just funding rounds.
Old valuations become obsolete quickly. Replit's $3 billion valuation was current in September 2025 and stale by March 2026. Cursor's $29.3 billion private valuation was historically correct and no longer the right current headline after acquisition.
What the data does not prove is that every product built with these tools is a venture opportunity, or that “every major VC firm” has one unified thesis around vibe coding.
How Arcapush will maintain market-data posts
Market-sensitive Arcapush articles now use two dates:
- ◆the original publication date,
- ◆a visible last-reviewed/update date.
When a financing is only reported as being discussed, it will be labeled that way. When a company is acquired, the ownership change replaces the old standalone valuation as the primary current fact. When Arcapush cannot verify a number, the number stays out.
Sources and verification notes
Primary/company sources are preferred for announced financings and ownership changes. Reputable reporting is used for clearly labeled negotiations or deal context that companies have not announced directly.
Reviewed August 20, 2026.
