Emergent hits 1M users and 1.5M apps built on its all-in-one no-code platform for consumers

Speaker 11: Hey. I'm doing good. How are you guys?

Speaker 2: Welcome to the show. How are doing?

Speaker 1: What's happening?

Speaker 11: Super excited to be here.

Speaker 2: What's going on today?

Speaker 11: We actually launched our product three months back, and one of our goals was to be on KPPM. No way. Yes. I love the

Speaker 2: Thanks so much. Break it down for us. What are you building?

Speaker 11: Yeah. So I'm, Mukun, at Emergent, we are building world's most advanced white coding platform for consumers. For nontechnical users, they can come in, prompt an idea, and get a fully built live app that they can take to production. And we launched few months back. Over a million users have tried the platform. More than a million and a half apps have been built so far. We're growing pretty crazily right now.

Speaker 2: How do you think about sub like like beachhead markets and frac like like, submarkets? There are platforms that focus on get an iOS app in TestFlight, build a game, vibe code, a a website. Like, are are the people that are signing up saying, I'm gonna start a business. I'm gonna build an app that will be the foundation of, like, you know, some monetary thing, or there is it you know, are we in the era of, like, vibe coding apps as memes somewhere in between? Are you still exploring? What do you think?

Speaker 11: Yeah. So, I mean, we we are the only platform that supports web app, mobile app, and back end all integrated in one. And we have consumers coming from all all parts of life. We have business owners trying to digitize their business. We have entrepreneurs building their start up on on emergent right now. A lot of people are building apps that are monetize monetizable right now, and they are shipping them. And so so it's like it's a crazy spectrum of ideas on the platform right now.

Speaker 2: It's amazing. A million users is a lot. Like, what's the what's the acquisition funnel? Like, how do you actually get people? It's it's a it's a biz it's a buzzy space. It's a cool tech, but I imagine it's hard to get people to go to your specific website. Like, what's working?

Speaker 11: Yeah. So I think people really really love our product. I think that's what's sort of working really well for us. Lot of the acquisition is word-of-mouth today for us. The people are referring each other on the platform. As they get successful app, they refer each other. We also do bunch of influencer marketing. So we use TikTok, Instagram, x to promote our our brand. And we partner with influencers, and they're able to sort of create stories which resonates with their audience. That's something that is working really well for us

Speaker 2: as well. That seems to be working really well these days. I feel like there's this interesting flywheel where maybe for the first time we're seeing influencers drive drive software adoption, software downloads. I mean, we've all seen, like, VPN ads, but we're in a new age where people are are pushing like

Speaker 1: VOD. What is what how what what's good retention in your view? Because obviously, a bunch of people are gonna come in, create stuff, and then but, you know, twelve months from now, how many of these people what what does success look like in terms of recruiting?

Speaker 2: Now I'm a I'm a real business. You can hire

Speaker 1: a detective. I think I think the beauty of these things is somebody can come in in twenty, thirty minutes Yep. An hour. They can create something very cool.

Speaker 2: Yep.

Speaker 1: You don't need to retain all of them. You don't even need to retain the majority of them. But how how are you thinking and kind of planning around that?

Speaker 11: Yeah. So we we have good retention on the platform. With month three, like, roughly 50% of the users are still on the platform. We have a very strong power user behavior where top 10% of the users are spending a lot more money on the platform who are building serious apps. They are taking them to production. And there, our retention is north of, like, 80% right now. So so we think it's still early days, but I think what's gonna happen is, like, a lot of people are gonna come on the platform. Lot of because we also take care of deployment. We host these apps on our platform. They're gonna stay with us on on the platform. And what's also happening is as they build more, they they want to add more feature. As they get more feedback from their users, they come back to build more on the platform. Still sort of early sort of days, but but we think that, you know, like, you can build a a pretty large business around these power users who are trying to launch their app, launch a new business, or a new idea to the world.

Speaker 2: What do you think for business model? Consumption based? Do you want to get people to spin up an app, subscribe, and then you're acting as their hosting provider long term? A lot of people build websites, then they're happy with them, and they don't actually have a lot of feature requests. We've seen Squarespace and a bunch of other companies. They're templated based, but they wind up being great businesses because people are happy to continue managing on WordPress or Squarespace. What business model makes sense in the in the vibe coding AI era?

Speaker 11: Yeah. So for us, like, almost most of our apps are actually, like, full stack web apps, which has back end databases Yeah. On some mobile apps. So what we are seeing, you know, is is a lot of users coming and adding adding features to them and building them. I think in a steady state, like, a lot of these users you you'll have a power law where, like, you know, top top x percent of users are gonna deploy big apps, have breakout success on the platform, and those are gonna be continuing to be on the platform, and and the business is gonna get built around those people.

Speaker 1: Do you expect enterprise vibe coding or consumer prosumer vibe coding to be more competitive in the long run? And do you think that companies should try to do both or pick a lane?

Speaker 11: I mean, we are very focused on consumer. We think these are two separate markets, require separate separate sort of for example, like, lot of our users, they call GitHub, GitHub. Right? So we have to, like, really, you know, like, think think through, like, we are catering to. We have a lot of education baked into the product, which tells them what what is API, like, you know, how to sort of, you know, look through errors and things like that. So I think these are two different sort of swim lanes. And, of course, there's a intersection in the middle where, like, small teams use us as well. But but largely, like like, we are very focused on consumer market right now.

Speaker 2: Very cool.

Speaker 1: That's refreshing to hear because we've had a number of of other platforms on the on the platform. And they always say, oh, yeah. We're we're doing consumer, but we're really, like, you know, a lot of you know, basically, not not really admitting that they're two separate markets

Speaker 2: Yeah.

Speaker 1: My feeling.

Speaker 2: Yeah. There's a lot of growth masking, like, a lack of actually understanding what the product will be when it's mature. What the long term market looks like. Exactly.

Speaker 11: Yeah. Mean, when we started, we we we thought, like I mean, a relation that we had that, like, a billion people have ideas in their head, like, around how do we sort of bring that out, how do we sort of help them launch. And we think it's gonna sort of new sort of economy, and we just want to, you know, be part of that.

Speaker 2: Well, congratulations. Thanks for