All other software?
I'm afraid I stopped believing the author at that point...
The comments on the Add Ons are spot on, I think:
“Lovable is creating lots of new software founders who will eventually spend lots of money on vendors. That money will flow, but Lovable currently captures zero of it.”
Having a Lovable App Store sounds like an excellent tool.
However if I need to prototype for throwaway it would be ok.
These things right now compete with Figma and wire frames. Hopefully they lead ultimately to better UX in software.
I think that is exactly correct. And beyond Figma or wireframes, they can actually be launched to see if they get traction and have product market fit.
Of course, I've seen tons of "throwaway" code that somehow never gets thrown away, and then, somewhat paradoxically, iteration velocity craters as the dev team tries to get a "prototype" to handle real load.
So what I'm saying is that I think things like Lovable are fantastic tools, but I'm quite confident they will be horribly misused and some poor sap will have the job of getting this stuff actually working with edge cases, security issues, scale, etc.
My prediction: this will look basically exactly like Visual Basic in the late 90s. VB was also heralded as "non-expert programmers can make apps just by drag and drop!" I actually think VB was a great product, the problem was most VB programmers were not, so VB apps took on a very negative connotation: like you could tell it was coded by a "VB coder", so you expected it to suck.
Right now, except for some hyperscalers, any similar service has integrated their deployments to some hyperscaler which means any day 2 operations will happen in someone else's computer (supabase, azure/aws, etc). On top of that, you have third party services that you need to integrate and manage their pricing plus auth. That alone is another challenge. Let's not even start with stateful data and migrations which is almost non existent.
The main problem is these tools don't tackle day 2 operations so it will be handled to some developer to make it happen which means exporting your code to some VCS service which I think it's only github. Right there, it's a threat for lovable and others. On top of that, there's not a real feedback loop between manual integration (external dev making it prod ready) and keeping the MVP workflow. Also, there's no real way these services can say "you are free to touch these components without breaking incompatibility with our system, anything else here be dragons".
In other words, You need to own the ecosystem to make more money. Funnel the capabilities to your own ecosystem.
Right, the codebase generated by these can get huge, but maintenance can also be aided by AI tools like GitIngest[1], GitPodcast[1] etc. all helping you understand any new codebase easily or someone can query their doubts.
So, I wouldn't strike these kinds of tools yet. AFAIK, v0 already lets you connect github.
if lovable ever starts versioning those moves, storing reasoning behind edits, even lightly, u got a time-series of product intuition across thousands of users. that’s applied decision memory.
there's a window here to become the place where product sense gets archived and replayed.
But also I think that's kinda the point. Like for example we have to do a UI redesign of an app my company is building and our "wireframes" are just v0 projects my PO created in one afternoon.
I think wireframing is where these tools really shine. It's gives you roughly the same ideas as building a wireframe in Figma but it's way less work and you end up with higher fidelity wireframes.Like sure if I were to peek at the code under the hood I'm certain it's close to dogshit but the code doesn't really matter at that stage.
Either way, my point is the customer LTV will be super low for use cases like this.
I'm sure there's already integrations somewhere that could allow a designer to specify a bunch of brand colours, to generate a styleguide out of it in plain english, and get a working prototype out of it.
Following a styleguide will make your software break as soon as the design system gets updated.
I fully support vibe-coding in corporate env., plese bring more :D
The next generation of apps isn’t going to look like the previous gen. No beautiful UIs and fancy CSS. No UI at all.
Instead, everyone will have some kind of platform like Cursor, but instead of just coding, it’s for everything.
Subscribing to new services for your AI to use will be the equivalent of downloading apps from an AppStore to your phone.
Then you can just say things like “fuck this person! AI, give me an OSINT profile of this Redditor!” and since your AI has the osint app it compiles the info instantly and says “here, damn”. No need to open an app, just straight info into your brain as quickly as possible.
AI has clearly made us tired of googling endlessly for info on random websites, so why are we still opening up apps to do various tasks? Because we want to see pretty interfaces? Get real. It’s time for the UNIX philosophy to go mainstream. Start thinking of how your product can minimize time to satisfaction, graphical interfaces get in the way of satisfaction.
The only problem is we currently don’t have a single unifying platform like an iPhone or something to consolidate a user base, but it will come. Start planning for that day so you can launch new services on day 1. It will be a gold rush.
And in the end, a lot of people will find they will struggle with coming up with good AI app ideas, because 80% of their idea was just putting a pretty interface in front of something complex. That’s how you know it was mostly a bad idea.
- Software today is written to cover as many use cases with as many features to target as many users a possible.
- End users very often only use a tiny slice of the program's capabilities, but still pay for the entire program.
This creates a situation where the people writing software see it as a monumental undertaking to get good functional programs (it is), and end users see programs as having annoying learning curves with lots of bloat and "unnecessary" features.
LLMs do an excellent job of fixing this for end users because it allows them to easily create a program that does the handful of tasks that they normally need to use MegaSoftware for. And it's tailor made exactly for the use case. And the LLM can tell you exactly how to use it.
I can give a brief example where I used gemini to create a CAD file transposition tool that utilized a simple GUI tailor made for the files my company works with. This allowed us to forgo a (very) expensive CAD software package to work through converting our archive of files. A probably 2M LOC program could be skipped because we only needed 3k LOC functionality.
I really cannot stress enough how often this is the case, and why SWEs see LLMs as weak tools while end users see them as gods.
There will still be a need for huge software packages in the future, but I know I never again have to pay for a huge class of "here is a large solution space that covers your small scope problem" software.
To bring it home, loveable understands this, an sees that the futures has lots of non-tech people "writing" software. Standard IDEs are not the tools your mom will use to make a "Friends and family birthday reminder" app.
Now those companies may very well be able to afford one engineer and some AI subscription to do the equivalent work.
https://www.thoughtworks.com/content/dam/thoughtworks/docume...
One example: LLMs aren't smart enough to do things like properly manage zip codes with leading zeros. It was round tripping strings through an integer representation and corrupting them. The users did notice, but did not have the vocabulary/concepts to explain. To them, sometimes zipcodes get corrupted because inscrutable reasons (tm).
chatgpt also authored a bash script that would have blown away a chunk of my drive if any paths had a space in them. :shrug:
Certainly you must have enough detailed knowledge of CAD files to validate the output of the transposition tool you had AI create for you. This might not be enough for you to think of yourself as ”technical” but I’d argue that it’s far above the level of “entry level employee using CAD”.
This does also seem to fit the paradigm of “AI is a productivity booster for people who already know how to do x”
- if you can ship software like that given the current state of the technology, you are probably not the average non-tech worker in a non-tech industry. There are people paying exorbitant consulting rates for dashboards in PowerBI. LLMs in mid 2025 are orders of magnitude more operationally complex than anything most people have seen.
- "citizen developers" doing something to scratch their own itches sounds very much like how a professional software project starts. Suddenly the scope grows and you need a nerd to handle it. Then two. Then four. You get the idea. Maybe that won't be the case for your specific needs, but that's how it generally goes.
Weak or strong is a matter of framing, but that's why I see them as tools and not gods.
In previous roles, we either used some SaaS platform and would end up designing features based on the limitations of the tools, or we'd spin up a team to roll our own tailored solution. (or, God forbid, use Oracle and pay consultants a small fortune to do it for us).
With lovable, our CTO can validate assumptions and iterate on their own. Even if the code was absolutely garbage and we deleted all of it, this alone saves us a ton of man hours per feature. There's an entire lossy communication loop that's been removed.
Now, the code is only ok. We generate API clients from openapi definitions but it will struggle to properly orchestrate them. It will absolutely not have sane defaults anywhere, and will abuse the "any" type.
You still need a human in the loop, but my back of the napkin calculation is we'd have to hire two full time developers to do the work it's been doing for us.
At least that would allow them to handoff to other members of the team.
Changes made by lovable aren't anything special. They live in their own branch, and get periodically merged to master, so you can carry on working on it as if it was any other project.
However, it also squishes everything into one JS file, making it unwieldy for anything moderately complex. After I fell off the happy path (integrating onnx was basically impossible), I had to spend a fair amount of time reworking it.
I’m probably not the target audience though. And I got the end result faster than I would’ve, and it’s better looking.
pwatsonwailes•6h ago
Obviously positioning, who they're positioning against, how they communicate that, the level to which they're known amongst the market etc all feed in to this, but that'd be a decent starter for ten.
This is an overly simplistic version of where to go with pricing for a brand like this, but that's where I'd begin with creating pricing for them.
echelon•6h ago
Jun8•5h ago
https://www.qualtrics.com/marketplace/vanwesterndorp-pricing...
https://www.amazon.com/Confessions-Pricing-Man-Affects-Every...
https://www.amazon.com/Strategy-Tactics-Pricing-Growing-Prof...
echelon•3h ago
neolefty•6h ago
bravesoul2•5h ago
Right now Lovable has competition in the vibe coding arena. Like Replit for example. I found Replit to be better in my testing.
I think there is an interesting curve where software is generally worthless (see Github!) but software plus marketing/sales etc. is valuable. But if you have any kind of scale that software needs to be robust and AI can't do that yet.
So there is a weird evolving Venn diagram where the final app industry fits in. If one player can take it yeah they'll be the next Google but that's a big IF and a big WHO.
pluto_modadic•1h ago
mike_hearn•51m ago
And the article confirms that, saying they made up a starting price and then immediately lost money due to (doh) selling a product where your costs scale by usage for an unlimited flat rate, which is surely one of the most basic pricing issues out there. And not just for LLMs: they host the apps too, putting them on the hook for hosting costs. They're using a ton of very expensive PaaS services like Supabase to do that too.
Then they have the free tier. Such services often have massive free tier costs; if their userbase is made up of a lot of people just trying stuff out quickly before exporting it to GitHub to continue, that problem will be worse. According to their blog, they have 30,000+ paying customers but there are 25,000 new apps created per day with 1.2M apps overall. So, clearly, almost all apps are being created by free users.
Don't get me wrong, maybe they're printing money like there's no tomorrow, or maybe they will soon. But it feels like the sort of business that's probably burning VC money to buy market share. If their cost base is good then they feel very vulnerable to an OpenAI or AWS releasing something tomorrow that takes away a big chunk of the business, seeing as that's where the bulk of the value lies. Oracle already has something quite similar launched in APEX.