档案库 · 开发与企业工具 · 产品决策 · 2021–2025
Anything 的 vibe-coding 豪赌：两周 200 万美元年化收入，估值 1 亿美元
前谷歌员工关闭了年化收入 220 万美元的盈利市场，转型重建为 Anything；两个月内用户达 70 万，估值 1 亿美元
Anything (Create)
做的是什么生意
Anything is an AI 'vibe-coding' app builder that turns natural-language prompts into complete web and mobile apps, bundling backend auth, databases, payments and hosting, monetized via subscriptions.
启动资金：Total $19.5M: about $3M raised before the 2023 pivot, $8.5M by August 2025 (including a $5.5M Bessemer-led round with angels from Shopify, Front, Zapier, Intercom and Shippo), then $11M led by Footwork with Uncork, Bessemer and M13 at a $100M valuation.
起因
Dhruv Amin and Marcus Lowe, former Google product leads, started Create in 2021 as a bootstrapped marketplace connecting startups to freelance engineers and AI coding tools; it was profitable from day one and reached a $2.2M run rate by September 2023. After ChatGPT's November 2022 debut they concluded AI would eventually write sophisticated code itself, making their marketplace obsolete, so in October 2023 they shut it down, laid off half of their seven-person team, and began rebuilding around AI.
经过
The rebuild took about two years: an April 2025 release added full online-business features (backend auth, payments) and the company renamed itself Anything. Its public launch on August 7, 2025 — the same day OpenAI released GPT-5 — drew 3.2M views and 30,000+ sign-ups in 72 hours, then 700,000+ registered users and a $2M annualized run rate within two weeks. August brought $8.5M in funding, and on September 29 Anything announced an $11M round at a $100M valuation led by Footwork, alongside Anything Max, an autonomous engineer that tests apps and ships fixes.
结果
Still live and scaling as of December 2025: valued at $100M two months after public launch, with nontechnical users shipping commercial apps to the App Store (an AI hair-stylist app, a gum-health tracker) and the founders pushing toward autonomous AI dev teams where users act as product managers.
背景
Anything 是一款 AI vibe-coding 应用构建器，由前谷歌产品负责人 Dhruv Amin 和 Marcus Lowe 创立。两人曾经营 Create，一个盈利的市场，将初创企业与自由工程师和 AI 编码工具对接，到 2023 年 9 月年化收入达到 220 万美元——直到 ChatGPT 的出现让他们确信 AI 很快就能自己写生产代码。
2023 年 10 月，他们关闭了市场，裁掉七人团队的一半，然后重建。大约两年后，Anything 于 2025 年 8 月 7 日公开上线——恰逢 OpenAI 发布 GPT-5 的同一天——72 小时内获得 320 万次浏览和 3 万多注册，两周内注册用户超过 70 万，年化收入达到 200 万美元。
2025 年 9 月，Anything 获得 1100 万美元融资，估值 1 亿美元，由 Footwork 领投（Uncork、Bessemer 和 M13 参投），总融资达 1950 万美元，并推出 Anything Max，一个自主工程师，能测试应用并修复问题。用户已向 App Store 上架商业应用，包括 AI 发型师应用和牙龈健康追踪器。
他们的赌注是基础设施而非模型是护城河：Anything 拥有数据库、支付和托管，因此非技术人员也能变现完整应用，将自己定位为“vibe coding 领域的 Shopify”，而非原型工具。
这件事要成立，得有什么
- 创始人在断定 AI 将使人类开发者市场过时后，将一个年化收入 220 万美元的盈利业务转为一场高风险 AI 赌注。
- 自建后端基础设施（数据库、认证、支付、托管）使 Anything 区别于那些依赖 Supabase 的竞争对手。
- 与 GPT-5 同一天发布让产品获得全球关注：72 小时内 320 万次浏览。
- 两周内实现 200 万美元年化收入，从而在公开上线两个月后完成 1 亿美元估值的融资。
- 非技术用户发布付费应用（发型师、牙龈健康）证明了其生产级能力，而非仅限原型。
可借鉴之处
当技术变革使商业模式过时时，盈利的业务也值得果断放弃；重建的护城河是拥有用户所需的完整技术栈，而不是原型。
后续进展
截至 2025 年 12 月，Anything 仍在运营并扩张：9 月融资后估值 1 亿美元，总资金 1950 万美元，业务为订阅制应用构建器。公司正推动用户走向自主 AI 开发团队——人们担任产品经理，而代理负责构建、测试和修复应用。Amin 告诉 CNBC，可构建应用的复杂度“一年或两年后将会天差地别”，他希望最艰难的转型已经过去。
资料来源
- Vibe-coding startup Anything nabs a $100M valuation after hitting $2M ARR in its first two weeks
- These Ex-Googlers' AI App Builder Is Now Worth $100M
- 33-year-olds shuttered their $2M-a-year startup, risked running out of money—now their AI business is valued at $100M
发现哪里写错了？告诉我们。
轮到你了
你刚读完一家。说说你在做什么，看看谁在赌同一件事。
免费账号 · 3 次免费提问 · 不用绑卡