This is the clearest example of how companies with little differentiation fail. Enterprise companies would prefer Lovable bundled with a product they already use, ex. Figma.

You probably need vertical integration to build real AI businesses; it feels like Silicon Valley forces new paradigms, while AI feels like something that can be bundled in with existing companies. Clouds are still the distribution, the pre AI enterpise domiance remains through bundling.

Maybe OpenAI can do something special by owning the whole stack?

https://s-1.vercel.app/posts/the-struggle-of-openai/