The Rise of "Vibe Coding": Emergent Hits $25M ARR in 5 Months

Forget "Low Code" or "No Code." The new buzzword in Silicon Valley and Bengaluru is "Vibe Coding." And the poster child for this movement is an Indian startup called Emergent.

Founded earlier this year by brothers Mukund Jha (ex-Dunzo CTO) and Madhav Jha, Emergent has achieved what most SaaS founders only dream of: hitting $25 Million in Annual Recurring Revenue (ARR) within just five months of launch. Today, the company announced a strategic investment from Google's AI Futures Fund, cementing its status as a breakout star in the Generative AI landscape.

What is "Vibe Coding"?

In the old world, if you wanted to build software, you learned syntax: Python, Java, C++. In the LLM era, you learned "Prompt Engineering."

Emergent is betting on the next evolution: Vibe Coding. It's the idea that you don't need to write code or perfect prompts. You simply describe your intent, your "vibe," and the AI agent figures out the rest. It builds the backend, sets up the database, writes the frontend, and deploys it—all from a natural language conversation.

"Emergent's work is helping people make their ideas a reality... removing the need for capital-intensive engineering teams."
— Jonathan Silber, Google AI Futures Fund

The Google Advantage

The partnership with Google is more than just money. Emergent becomes a Gemini 3 launch partner, getting early access to Google's most advanced models.

This gives them a massive edge over competitors relying on standard OpenAI wrappers. They will leverage DeepMind's research on reinforcement learning to make their agents smarter and use Google Cloud (GCP) to host the millions of "micro-apps" their users are generating.

The Founder Pedigree

Mukund Jha is no stranger to scale. As the CTO of Dunzo, he built the tech stack for India's quick commerce revolution. He knows the pain of managing large engineering teams and the friction of deployment.

Emergent is his answer to that friction. By allowing non-technical founders to build "production-grade" apps without hiring a single engineer, he is democratizing software creation in a way that No-Code tools promised but never quite delivered.

FounderStory Takeaway

Emergent's growth—from zero to $25M ARR in under half a year—is unprecedented in the Indian SaaS context. It signals a shift where the value of software is no longer in the writing of it, but in the idea behind it. With Google's backing, Emergent is poised to be the operating system for the next generation of solopreneurs.