Emergent founder Mukund Jha’s job depconcludes on not worrying about the next AI model

Emergent founder Mukund Jha's job depends on not worrying about the next AI model


Start with a quick poll before you read on.

Mukund Jha states he barely has time.

“I’m fighting for every minute to put into the business,” stated the co-founder of Emergent. “It feels like a week is a month, and a month is a year.”

Running a seven-month-old vibe-coding startup is an intense job. Despite working 16 hours a day, over the past few months, the former Dunzo co-founder has carved out those scarce minutes to do a steady run of interviews, talk up financials, and publicly sketch out an ambitious growth plan. And that urgency is rational.

In February, a product launchTimes of IndiaWhat is Anthropic’s tool that wiped out $285 billion of software stocks by American AI company Anthropic wiped roughly $285 billion off global software stocks in a single day. Investors were spooked by the suggestion that AI tools would not only support developers code, but also replace entire categories of software.

For startups like Emergent building on top of these frontier models, the sell-off was a reminder: the ground can shift overnight.

In the 90 days since its June launch, the company claimed an annualised revenue run rate (ARR) of $15 million. By January, it scaled that to $50 million. It now wants to double that by April.

This blistering growth rate is a must-have for companies utilizing AI to let anyone build software. With large language models (LLMs) becoming more capable and more widely available, the race is on to capture trillions of dollars in global software spconclude. That puts Emergent in a global, high-octane, three-way battle.

On one front, it wants to disrupt the old guard by supporting applyrs with no coding experience build a functional, monetisable app or website. Emergent claims to have 5 million applyrs worldwide, who’ve built over 6 million apps.

To reach them, the startup, which operates out of Bengaluru and San Francisco with just 60 employees, is jostling for a share in a $4 billion (by revenue) market alongside rivals—from fellow AI-native startups like Lovable to the frontier-model buildrs themselves, including Google’s Gemini and Anthropic’s Claude. Nearly 130 companies in the space globally had raised over $5 billion by December 2025, per analytics platform CB Insights.



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