
The question every founder is sitting with right now is some version of: what happens when Anthropic or OpenAI decides to do what we do? @apierriPMM 's answer was a fascinating one on our latest episode. Specialization is the only asymmetric lever a small company has. Not better technology. Not faster iteration. The kind of specialization that makes a vertical so narrow and so deeply served that it becomes genuinely uneconomical for a large model company to follow you into it. Lovable had a defensible position: build apps. It was specific, it was understood, and it was the thing that distinguished Lovable from general-purpose foundation models. Then the company announced it was adding AI agents and chat, moving toward direct competition with Anthropic and OpenAI on their own terrain. His read was immediate: "You guys had a great run. It's over." His logic is that a startup competing horizontally against a foundation model company is competing on the dimension where the foundation model company has the most resources, the most data, and the clearest scale advantage. A startup competing in a vertical narrow enough that the foundation model company would need a dedicated team to serve it properly is competing where the big company cannot easily follow. We covered so many more brilliant insights on Zapier, DocuSign, Apple, the idea of pricing, the viability of category creation, and more.




