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Satya Ramachandran's avatar

Elena, Thanks for an insightful post. Your post hits home - we HAD to go Lovable-first. Our PM/UX teams now prototype directly instead of going through traditional dev cycles. For us, AI as "technical co-founder" isn't optional - it is survival.

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Waleed Elaghil's avatar

Elena, quick question plz...

Why when I read you're articles I get a weird sense of inspiration 😊

Quick question: i feel there's a huge threat for all "build your app" AI tools, including Lovable, since in any day ChatGPT can build it's own and with the investment I'm already putting to it (they know me the most), the shifting cost is huge.

What're your thoughts about this?

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Elena Verna's avatar

First of all, thank you:)

Second of all- True, but take Google as an example- they tried to enter every category out there, yet succeeded in very few (remember Google circles fiasco?). I think the threat of a larger fish eating smaller fish is always there. But some customers prefer smaller, specialized fish. Plus some smaller fish can out maneuver big fish and become the big fish themselves (I.e TikTok vs Meta). I think lovable can outmaneuver :)

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Anton Zaides's avatar

Crazy times.

Btw Cursor reported $500 ARR recently (which just emphasizes your point)

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Bocar Dia's avatar

Interesting that this perfectly lines up with what Eric Vishria described on Turner's podcast—Benchmark has "half a dozen companies that have gone zero to over $100M in 18 months." The convergence is striking: both pieces highlight the same 5-10x speed advantage over traditional SaaS.

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