Sub Club by RevenueCat · 2025-06-11
Building Apps Faster: How AI and React Native are Changing the Game – Charlie Cheever, Expo
Expo co-founder and CEO Charlie Cheever explains React Native and Expo, why many teams with separate native iOS/Android apps are consolidating into one React codebase, and how AI coding tools make fast iteration loops matter more. AI app builders (Bolt, Replit, Lovable, v0) deliver apps through Expo Go QR codes, Expo npm weekly downloads tripled in a year, and Expo makes money from cloud builds, updates and hosting. Examples include Bluesky (one developer, three platforms, four months), Airbnb dropping React Native, and Craigslist as an early Expo user.
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Numbers mentioned
| Who | Metric | Value | Context | When |
|---|---|---|---|---|
| Expo | growth rate | +3 x/year approximate | npm weekly downloads of Expo tripled in the past year | 37:23 |
| Expo | count | 1.2M projects approximate | Open-source Expo projects on GitHub (1.2 million plus) | 41:14 |
| Bluesky | team size | 1 developers | Developers who built the first version for iOS, Android and web | 23:55 |
| Bluesky | time to milestone | 4 months | Time to build the first version on three platforms | 23:55 |
| Bluesky | team size | 10 people approximate | Whole company team at the time, with no iOS or Android developers | 24:36 |
| Bluesky | team size | 3 people approximate | People working on the app across all platforms today | 24:36 |
| Airbnb | share | 20% estimate | Share of the Airbnb app built in React Native before they dropped it | 29:41 |
| Craigslist | count | 450K reviews approximate | App Store ratings count for the Craigslist app | 57:51 |
| Craigslist | rating | 4.8 stars | Average App Store rating for the Craigslist app | 57:51 |
| Cannabis-buying startup whose developer Charlie met in Miami | share | 95% approximate | Share of sales that come through the mobile app, despite most developers working on the website | 1:01:22 |
| Cannabis-buying startup whose developer Charlie met in Miami | team size | 20 developers approximate | Developer team size; about one and a half people on the app | 1:01:22 |
| aggregateNew VC-funded app startups (Pragmatic Engineer, cited in RevenueCat's State of Subscription Apps report) | share | almost all approximate | Share of new VC-funded startups using React Native rather than native | 12:50 |
| aggregateSubscription apps on RevenueCat, React Native vs native (State of Subscription Apps report) | revenue | React Native apps monetize better than native apps approximate | Hosts note likely selection bias: many native apps are iOS-only indie apps, VC-funded apps tend toward React Native | 36:01 |
| marketComputers worldwide that are Macs | share | 12% estimate | Why native iOS development shuts out most would-be vibe coders | 44:10 |