"Startups are betting big on vibe coding, and their bank statements show it. Venture firm Andreessen Horowitz partnered with Mercury, a fintech that provides banking and payment tools for startups, to analyze transaction data from more than 200,000 customers between June and August. The report, released Thursday, tracked where startups are spending their AI dollars and identified the top 50 AI-native application companies based on spending data."
"a16z said one category seeing a clear enterprise shift is "vibe coding." Startups are paying for apps that let anyone build software with prompts instead of programming. Vibe coding tools like Replit, Cursor, Lovable, and Emergent ranked among the top 50 AI-native application companies.Replit placed third overall in total spend by Mercury users, right behind OpenAI and Anthropic. "Vibe coding is no mere consumer trend - it has landed in workplaces," wrote the three a16z staff who authored the report."
Andreessen Horowitz partnered with Mercury to analyze transaction data from more than 200,000 startup customers between June and August. The analysis tracked startup spending on AI and identified the top 50 AI-native application companies by customer spend. Startups are adopting vibe coding—tools that let users build software from prompts rather than traditional programming—and paying for services like Replit, Cursor, Lovable, and Emergent. Replit ranked third in total spend by these customers, behind OpenAI and Anthropic. Horizontal AI tools such as meeting copilots, creative apps, and vibe coding platforms comprised about 60 percent of the top-50 list, versus 40 percent for vertical, specialized tools.
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