Today, we’re exploring a revolutionary concept recently written about by global strategist, Sophie Krantz: it’s now possible to build a billion-dollar company without knowing how to code. This challenges us to use AI to create valuable solutions that can ‘shift systems’.
This unprecedented opportunity is driven by ‘vibe coding’. Popularised by OpenAI co-founder Andrej Karpathy in early 2025, vibe coding means humans focus on the vision and outcome, while AI handles all the technical details. You simply describe what you want, and the AI turns it into functional software, removing the need for traditional coding knowledge or large technical teams. It’s described as the “drag-and-drop for the AI age”, democratising digital product development and inviting many globally to build at scale.
Lovable is a prime example of this shift, a platform allowing anyone to build and launch full-stack web apps by simply describing them. Since late 2024, Lovable has seen phenomenal growth, reaching a US$1.8 billion valuation and attracting over 2.3 million active users who have built more than 10 million projects with just 45 employees. This rapid adoption highlights what's possible when powerful tools are openly accessible.
This new frontier also prompts us to embrace positive-sum ambition. While the wealth gap is a concern, wealth can positively shape the world when used well. Melanie Perkins, Canva’s CEO, is a clear example of ‘positive-sum capitalism’, having pledged most of Canva’s wealth to charity and created an employee equity pool. This is an invitation to create significant value and position ourselves where positive-sum ambition is expected, rather than merely coping with AI.
https://www.sophiekrantz.com/p/agency-over-expectation
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