内容来源：https://techcrunch.com/2025/11/10/lovable-says-its-nearing-8-million-users-as-the-year-old-ai-coding-startup-eyes-more-corporate-employees/

内容总结：

总部位于斯德哥尔摩的AI编程平台Lovable正以惊人速度扩张。该公司首席执行官安东·奥西卡近日披露，平台用户量已突破800万大关，较去年7月公布的230万活跃用户数实现跨越式增长。这家成立仅满一年的初创企业每日新增10万个基于其平台开发的产品。

成立至今，Lovable累计获得2.28亿美元融资，其中今年夏季完成的2亿美元融资轮使其估值达到18亿美元。近期业内传闻称新投资者拟以50亿美元估值入场，但奥西卡表示公司目前资金充裕，暂不讨论融资计划。

尽管增长迅猛，第三方数据显示其平台访问量较年初峰值下降40%，引发市场对“氛围编程”热潮可持续性的质疑。奥西卡对此回应称，用户留存表现强劲，净美元留存率超过100%，同时公司员工规模已突破百人，正从旧金山引进管理人才增强斯德哥尔摩总部实力。

值得注意的是，这家脱胎于开源工具GPT Engineer的企业，将目标用户锁定在占人口99%的非程序员群体。奥西卡透露，目前财富500强企业中超半数使用其平台激发创意，同时涌现出11岁小学生开发校园社交网站、瑞典创业者七个月创收70万美元等典型案例。

面对行业普遍关注的安全隐患，奥西卡承认这是亟待解决的问题，并表示已将安全工程师作为招聘重点。他强调平台在部署前会进行多重安全检查，但建议银行等敏感应用开发者仍需配备专业安全团队。

在谈及与OpenAI等技术供应商的竞合关系时，这位粒子物理学家出身的CEO展现出开放态度：“如果能激发人类创造力，让每个有创意的人都能创建业务，无论由谁实现都值得庆祝。”目前他更专注于打造“最人性化的使用体验”，而非竞争对手动态。

尽管备受资本追捧，身着米色T恤、发丝垂额的奥西卡在访谈中显得从容自若。他特别强调反对硅谷盛行的加班文化，称团队核心成员多为育儿家庭，“他们真心热爱事业，但不会每周工作六天每天12小时”——随即幽默补充道：“当然初创企业工作量终究比普通工作要多。”

中文翻译：

总部位于斯德哥尔摩的AI编程平台Lovable即将突破800万用户——该公司首席执行官安东·奥西卡周一接受专访时透露的这一数据，较其七月份公布的230万月活用户数实现大幅跃升。这位创始人还表示，成立刚满周岁的平台目前"每天新增10万个基于Lovable开发的产品"。

迅猛增长的用户指标背后，这家初创企业已累计获得2.28亿美元融资，其中今夏完成的2亿美元融资轮使其估值达到18亿美元。近期有传闻称新投资方拟以50亿美元估值注资（传言或许源自现有投资方），但奥西卡强调公司并不缺资金，并拒绝讨论融资计划。

在里斯本网络峰会舞台接受采访时，奥西卡刻意回避了一个关键数据：Lovable的年度经常性收入。采用免费+付费模式的平台今年六月曾公开庆祝ARR突破1亿美元里程碑，但如今市场开始质疑氛围编程（vibecoding）的热度能否持续。巴克莱银行今夏研究显示，Lovable与Vercel旗下v0等当红服务平台流量在今年初达到峰值后出现下滑（截至九月Lovable流量下降40%）。分析师在投资备忘录中指出："流量萎缩令人质疑应用/网站的氛围编程是已达顶峰，还是爆发前夜的短暂沉寂？"

奥西卡则坚称用户留存依然强劲，净美元留存率超过100%意味着用户持续增加支出。他同时披露公司员工数刚突破百人，正从旧金山引进管理人才加强斯德哥尔摩总部。

Lovable脱胎于奥西卡开发的爆款开源工具GPT Engineer。但他很快意识到更大的机遇在于覆盖99%的非程序员群体。"开发完GPT Engineer几天后的早晨，我突然意识到我们要重塑软件构建方式，"奥西卡回忆道，"我骑车到联合创始人家里把他叫醒，告诉他这个绝妙想法。"

该平台用户群体呈现多元化特征。奥西卡称《财富》500强企业超半数通过Lovable"激发创造力"，同时里斯本一名11岁学童为学校搭建了Facebook克隆项目，瑞典两位开发者利用平台创建的初创企业七个月内实现年化收入70万美元。

"试用者最常反馈的是'它就是能用'，"奥西卡将这种体验归功于瑞典设计美学。但安全仍是氛围编程领域的痛点。当记者提及某应用通过氛围编程工具泄露7.2万张含GPS数据与用户ID图片的事件时，奥西卡承认问题存在："工程团队中招聘进度最快的就是安全工程师。"他表示平台已在部署前增加多重安全检查，但银行类敏感应用仍需像传统开发那样配备安全专家。

面对OpenAI和Anthropic这些既提供底层模型又推出自研编程工具的AI巨头，奥西卡持开放态度："如果能激发人类创造力...让任何有好点子的人都能创建业务，无论由谁实现都值得庆祝。"在竞争激烈的行业里，这无疑是种难得的同行友善姿态——尽管他本人也曾与竞品Replit的阿姆贾德·马萨德在社交媒体轻微交锋。

奥西卡将Lovable的使命定义为打造"终极软件平台"，让产品团队从用户洞察到关键功能部署都能通过简易界面完成。他引用产品经理圈的流行语"做demo而非写备忘录"解释说，员工现在可以快速原型化创意，省去冗长PPT直接与早期用户验证概念。

尽管公司高速成长且备受资本追捧，身着米色T恤搭配同色衬衫、蓬松卷发映衬着脸庞的奥西卡却显得十分从容。这位三十出头的前粒子物理学家，从桑拿实验室首位员工到开源开发者，再到风投追捧的创始人及会议常客，身份接连蜕变。但他似乎更热衷探讨欧洲工作文化，而非公司的成长轨迹或骤然降临的聚光灯。

"我关注的是每位员工是否被使命驱动，真正在乎我们共同的事业。"他对硅谷日益盛行的奋斗文化持保留态度，"团队里最优秀的成员大多已为人父母，他们怀着极大热忱投入工作，但不会每周工作六天每天12小时。"不过他也补充道："当然初创公司的工作强度终究比其他地方大些。"

英文来源：

Lovable, the Stockholm-based AI coding platform, is closing in on 8 million users, CEO Anton Osika told this editor during a sit-down on Monday, a major jump from the 2.3 million active users number the company shared in July. Osika said the company — which was founded almost exactly one year ago — is also seeing “100,000 new products built on Lovable every single day.”
The metrics suggest rapid growth of the startup, which has raised $228 million in total funding to date, including a $200 million round this summer that valued the company at $1.8 billion. Rumors have swirled in recent weeks — potentially sparked by its own investors — that new backers want to invest at a $5 billion valuation, though Osika said the company isn’t capital constrained and declined to discuss fundraising plans.
Speaking to me onstage at the Web Summit event in Lisbon, Osika notably didn’t share another number: Lovable’s current annual recurring revenue. The company, which uses a mix of free and paid tiers, hit $100 million in ARR this June, a milestone it trumpeted publicly. But questions have emerged since about whether the vibe coding boom is sustainable.
Research from Barclays this summer, along with Google Trends data, showed that traffic to some of the buzziest services, including Lovable and Vercel’s v0, had declined after peaking earlier this year. (Traffic to Lovable was down 40% as of September, according to the Barclays analysts.) “This waning traffic begs the question on whether app/site vibecoding has peaked out already or has just had a bit of a lull before interest ramps up,” they reportedly wrote in a note to investors.
Still, Osika insisted retention remains strong, citing more than 100% net dollar retention — meaning users spend more over time. He also said the company has “just passed” the 100-employee mark and is now importing leadership talent from San Francisco to bolster its Stockholm headquarters.
Lovable emerged from GPT Engineer, an open source tool Osika built that went viral among developers. But he says he quickly realized the bigger opportunity lay with the 99% of people who don’t know how to code. “I woke up a few days after building GPT Engineer and I realized, look, we’re going to reimagine how you build software,” Osika said. “I biked to my co-founder’s place, and I said, I have this great idea. I woke him up.”
The platform has attracted an eclectic user base. More than half of Fortune 500 companies are using Lovable to “supercharge creativity,” according to Osika. At the same time, he said, an 11-year-old in Lisbon built a Facebook clone for his school, while a Swedish duo is making $700,000 annually from a startup they launched seven months ago on the platform.
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“What I hear from people trying Lovable is, ‘It just works,’” Osika said, crediting what he described as Swedish design sensibility.
Security remains a thornier issue for the vibe coding sector. When I raised a recent incident in which an app built with vibe coding tools leaked 72,000 images into the wild, including GPS data and user IDs, Osika acknowledged the problem.
“The part of the engineering organization where we’re moving the quickest on hiring is security engineers,” he said, adding that his goal is to make building with Lovable “more secure than building with just human-written code.” In fact, he said, before users can deploy, Lovable now runs multiple security checks, though the platform still requires users building sensitive applications — banking apps, for instance — to hire security experts, just as they would with traditional development.
Osika was similarly matter-of-fact when I asked about competition from OpenAI and Anthropic, the AI giants whose models power Lovable but that have also released their own coding agents. He sees the market as big enough for multiple winners. “If we can unlock more human creativity and human agency . . . and just driving the change so that anyone can create if they have good ideas, [and] build businesses on top of that, that should be celebrated, regardless of whoever does that.”
It’s a decidedly collegial stance in an industry not known for it. (Even Osika has engaged in some light social media sparring with Amjad Masad of competitor Replit.) But he said his focus right now is on building “the most intuitive experience for humans” rather than obsessing over rivals.
Osika described Lovable’s mission as building “the last piece of software” — a platform where everything a product organization needs, from understanding users to deploying mission-critical features, can be done through a simple interface.
“Demo, don’t memo,” a popular phrase among product leaders, captures how companies now use Lovable, he said. Employees can now quickly prototype ideas rather than writing long presentations, then test them with early users before committing resources.
For all the hypergrowth and investor attention, Osika — dressed simply in a beige T-shirt and matching button-down, floppy hair framing his face — appeared very much at ease. The 30-something former particle physicist, who was the first employee at Sauna Labs before founding Lovable, has gone from open source developer to venture-backed founder to must-have conference guest in rapid succession. Yet he seemed more interested in discussing European work culture than dwelling on his company’s trajectory or the attention suddenly being showered on him.
“What I care about is that everyone who’s at the company, they’re mission driven, they really care about what they’re doing and how we as a team succeed,” he said, pushing back against Silicon Valley’s intensifying hustle culture. “The best people in my team today, most of them, they have kids, and they really, really care about what we’re doing. They’re not working 12 hours, six days a week.”
Though he added: “Although it’s a startup, so they’re probably working more than most jobs.”