# 🚨 New @A16z Thesis: Buil... ! [ rw-book-cover] (https://pbs.twimg.com/profile_images/1886921978269081600/3lv4xyfC.jpg) URL: https://twitter.com/venturetwins/status/1889345133109285322 Author: @venturetwins on Twitter  ## AI-Generated Summary None ## Highlights > 🚨 New [a16z](https://twitter.com/a16z) thesis: building websites / apps with AI > There's been an explosion of products that help users "vibe code" a web app from text prompts. > We dove deep on these tools - who's using them, how they work, and where they might be headed. > Our market map + insights 👇 >  ([View Tweet](https://twitter.com/venturetwins/status/1889345133109285322)) > [a16z](https://twitter.com/a16z) [stuffyokodraws](https://twitter.com/stuffyokodraws) [Mascobot](https://twitter.com/Mascobot) [GEVS94](https://twitter.com/GEVS94) [kirbyman01](https://twitter.com/kirbyman01) 1/ To start: why is there so much buzz? > Thousands of users - from consumers to experienced developers - are sharing what they've made with these tools. > The growth is impressive: [boltdotnew](https://twitter.com/boltdotnew) reportedly grew to $20M ARR and [lovable_dev](https://twitter.com/lovable_dev) to $10M in 2 months of monetization. >  ([View Tweet](https://twitter.com/venturetwins/status/1889345282338373844)) > 2/ How do these products work? > Most use an LLM to generate code based on the prompt, and then run it through middleware logic for things like tracking files and API calls. > The agents then push the code to a browser execution environment that streams the display to the user. >  ([View Tweet](https://twitter.com/venturetwins/status/1889345404749197546)) > 3/ ...but do they really work? > Yes and no. They excel at simple builds. And if you can't code otherwise, they can feel like magic. > But there's a limit to what they can reliably generate. Integrations are difficult, bugs persist, and code can get "too big" quickly. >  ([View Tweet](https://twitter.com/venturetwins/status/1889345493215350876)) > 4/ How do users pick a product? > We interviewed dozens of customers and scoured thousands of posts...and created a flow chart! > Web app generation tools are great for those who (1) don't want to code, (2) don't need design control, and (3) want to make an interactive site. > From there, you can decide if you want the flexibility to download your code (to edit in your own IDE or deploy wherever you want) - or not. >  ([View Tweet](https://twitter.com/venturetwins/status/1889345570952577062)) > Other options: > If you're looking for a landing page or informational site, a website generator like [squarespace](https://twitter.com/squarespace) or [DurableAI](https://twitter.com/DurableAI) might work. > If you're a designer, you may want to use a more specialized UI generation & editing tool like [relume_io](https://twitter.com/relume_io), [Galileo_AI](https://twitter.com/Galileo_AI), or [uizard](https://twitter.com/uizard). > If you're an experienced developer, you could start directly in an AI-assisted IDE like [cursor_ai](https://twitter.com/cursor_ai) (or you'll likely export your code from a generation product to edit there). ([View Tweet](https://twitter.com/venturetwins/status/1889345632240066781)) > 5/ What are people building? > We segment users into 3 categories: > Consumers - long tail of personalized apps that cater to unique interests and needs. Typically not monetizing or serving users at scale. > E.g. a dad's bedtime story creator ⬇️ > https://t.co/ZKr4Amlils ([View Tweet](https://twitter.com/venturetwins/status/1889345958992867671)) > The second user segment? Developers. > These people can code, but they use text-to-web app tools to get a "leg up" on prototyping or shipping new things. They can do more, and do it faster. > E.g. a founder who added a new feature using [v0](https://twitter.com/v0) ⬇️ > https://t.co/3MUKfkNBb5 ([View Tweet](https://twitter.com/venturetwins/status/1889346131261341882)) > The last user segment is consultants & agencies. > These people typically aren't engineers, but are hired to make websites for solopreneurs or SMBs. They previously used tools like Squarespace or Wix. > E.g. this restaurant's website built by [XavAnd32](https://twitter.com/XavAnd32): > https://t.co/JdriwYBPAm ([View Tweet](https://twitter.com/venturetwins/status/1889346220377747636)) > 6/ Where do we see these products going next? > A couple ideas of what we expect: > 1) Products focused on specific personas. Today, most are "everything to everyone" - but the best tool for consumer landing pages will look different than one for a developers making e-comm sites. ([View Tweet](https://twitter.com/venturetwins/status/1889346288069615778)) > 2) Moving upmarket. Most users today are individuals. Adding collaboration and enterprise features could lead to adoption in orgs. > 3) Packaged integrations. Add-ons (e.g. auth, payments, databases) are often hard + buggy. My experience ⬇️ > https://t.co/iiY3VtkfFa ([View Tweet](https://twitter.com/venturetwins/status/1889346446945554700)) > 4) Pixel-level design control. Changing UI with text prompts (e.g. "make the box this color") is both annoying and not precise. > 5) Pricing clarity + education. Most products have usage-based pricing, and users don't know how to best spend their tokens or how much it will cost. >  ([View Tweet](https://twitter.com/venturetwins/status/1889346657671618712)) > 7/ Finally - do today's text-to-web app tools persist as standalone products? > This is an interesting surface area for many products to explore - you could imagine design tools, code editors, or even the LLM companies wanting to add this as a feature. And the user experience may benefit from their broader ecosystem of features. > For today's tools, we see real opportunity in vertical-izing and going deeper into workflow. For example, imagine a product that not only helps a small business set up their website, but also makes it easy to reserve a custom domain, make marketing materials, schedule appointments, or run ads. ([View Tweet](https://twitter.com/venturetwins/status/1889346772528492770)) > For more of our thoughts, check out the full blog post below - and reach out if you're building something here! > Huge thanks to my amazing co-authors: [stuffyokodraws](https://twitter.com/stuffyokodraws), [Mascobot](https://twitter.com/Mascobot), [GEVS94](https://twitter.com/GEVS94), and [kirbyman01](https://twitter.com/kirbyman01) > https://t.co/hqNsNyYLl2 ([View Tweet](https://twitter.com/venturetwins/status/1889346966422733134)) > And tagging the companies in the market map: > Website generation - [ButternutAI](https://twitter.com/ButternutAI), [DoraTool](https://twitter.com/DoraTool), [dorik_io](https://twitter.com/dorik_io), [DurableAI](https://twitter.com/DurableAI), [framer](https://twitter.com/framer), [Hostinger](https://twitter.com/Hostinger), [jimdo](https://twitter.com/jimdo), [squarespace](https://twitter.com/squarespace), [Wix](https://twitter.com/Wix), [10Web_io](https://twitter.com/10Web_io) > Web app generation - [bubble](https://twitter.com/bubble), [DatabuttonHQ](https://twitter.com/DatabuttonHQ), [tryoharaAI](https://twitter.com/tryoharaAI), [softr_io](https://twitter.com/softr_io), [ValDotTown](https://twitter.com/ValDotTown) ([View Tweet](https://twitter.com/venturetwins/status/1889347057569198513)) > Web app generation w/ code migration - [boltdotnew](https://twitter.com/boltdotnew), [codotdev](https://twitter.com/codotdev), [create_xyz](https://twitter.com/create_xyz), [getcreatr](https://twitter.com/getcreatr), [heybossAI](https://twitter.com/heybossAI), [getLazyAI](https://twitter.com/getLazyAI), [lovable_dev](https://twitter.com/lovable_dev), [Replit](https://twitter.com/Replit), [SoftgenAI](https://twitter.com/SoftgenAI), [Tempo_Labs](https://twitter.com/Tempo_Labs), [Trickle_HQ](https://twitter.com/Trickle_HQ), [v0](https://twitter.com/v0) ([View Tweet](https://twitter.com/venturetwins/status/1889347103299862862)) > [boltdotnew](https://twitter.com/boltdotnew) [codotdev](https://twitter.com/codotdev) [create_xyz](https://twitter.com/create_xyz) [getcreatr](https://twitter.com/getcreatr) [heybossAI](https://twitter.com/heybossAI) [getLazyAI](https://twitter.com/getLazyAI) [lovable_dev](https://twitter.com/lovable_dev) [Replit](https://twitter.com/Replit) [SoftgenAI](https://twitter.com/SoftgenAI) [Tempo_Labs](https://twitter.com/Tempo_Labs) [Trickle_HQ](https://twitter.com/Trickle_HQ) [v0](https://twitter.com/v0) None of the above should be taken as investment advice or an advertisement for investment services; some of the companies mentioned above are portfolio companies of a16z. > A list of investments made by a16z is available at https://t.co/srhRf0fPow. ([View Tweet](https://twitter.com/venturetwins/status/1889347384049627298)) > Oh! I forgot to include the most important app. > My "Has Tilly been fed?" tracker, which I made with [Replit](https://twitter.com/Replit). > Check out the full thread for a non-coder's experience making a Web app from her phone ⬇️ > https://t.co/9V4zTo4s5K ([View Tweet](https://twitter.com/venturetwins/status/1889369360440922516))