What's really happening inside the app builder landscape when Lovable raises $6.6 billion and ships 100,000 new projects every day but most of these companies are functionally thin wrappers?
The common story is that AI makes building free, but the reality is that the middleware trap is playing out in real time, and only companies that own something structural will survive.
In this video, I share the inside scoop on the five durable verticals that AI cannot replace:
• Why trust becomes the routing layer for responsible agentic traffic
• How context owners like Notion and Salesforce become the choke point
• What distribution scarcity looks like when supply is infinite
• Where taste and liability create human accountability that models cannot provide
Builders who keep wrapping APIs with slightly better UI will get commoditized in weeks. The future of the web belongs to whoever owns the layers that production cannot replace.
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For playbooks and analysis: https://natesnewsletter.substack.com/p/most-of-what-youre-building-will?r=1z4sm5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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