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Totally agree - but do you think that is a 13 billion dollar moat that Anthropic would not be able to solve through branded integrations and connectors?

I’d imagine they’re already working with folks like Stripe, AWS, etc on exactly this at the moment potentially? I guess that’s where Lovable comes in. And now the money makes sense. Do the raise and become an acquisition target so one of the labs doesn’t have to do it themselves.

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I suppose that Anthropic or any of the other companies that develop foundational AI models do this. This would be a vertical integration strategy. However, they would spend less time developing the best foundational models, so they might not want to keep a more focused product vision, and keep their capital focused on build better models and improving Claude.

Yes, they will be able to do this, but it's a lot of work, and Lovable has a pretty good head start.

Frontier model providers are already doing this. Claude has artifacts which are served on an online URL, and OpenAI has sites, similarly. I don't think it's a distraction from their model making, those are separate teams, and thus we don't need Lovable, the frontier model providers will vertically integrate.

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