TLDR Tech / Founders
Micro-App Portfolios - 5% Hit Rate, Vibe-Coded Exits, Portfolio OS
One solo founder launched 70+ projects with zero employees and hit $3.1M ARR. The playbook is portfolio theory applied to startups - ship fast, kill fast, let a 5% hit rate cover the failures. Vibe coding tools like Lovable ($100M ARR in 8 months, $6.6B valuation) and Bolt.new ($40M ARR in 6 months) make the math work by collapsing build time from months to days. A $20-50/app/mo maintenance layer turns the portfolio's biggest liability into recurring revenue.
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