There Are Only 5 Safe Places to Build in AI Right Now. Are You in One?

If a company's name is not Anthropic, OpenAI, or Google, it needs to find a safe space to build in the AI landscape.

Lovable recently raised $330 million at a $6.6 billion valuation and has a $300 million plus recurring revenue run rate.

Lovable's platform sees over 100,000 new projects created every day.

Vercel's V0 has 4 million users, and Replit has roughly 25 million developers on its platform.

Most AI app builders are functionally very thin wrappers with little differentiation around base models like Claude, ChatGPT, or Gemini.

Vercel escapes the middleware trap because it possesses deployment infrastructure that hosts production applications for major companies like OpenAI, Anthropic, Nike, and PayPal.

Notion's strategy is based on the fact that 100 million users have built the largest structured knowledge graph of organizational information on the planet, which every AI model needs to access.

The web organizes itself around five durable verticals of value that AI structurally cannot provide on its own: trust, context, distribution, taste, and liability.

The most valuable thing on the internet is specific context, such as a company's data, customer relationships, or medical records, which AI needs to be useful.

Google is positioned to win the AI race in multiple ways, including as a model player, a foundation player with TPUs, a context player, an ecosystem player, and a devices player.

When supply is infinite, curation will become the scarcest resource in the world.

On the agentic web, taste manifests as orchestration quality, where humans with deep domain expertise carefully tune prompts, design workflows, and make editorial decisions for agents.

Deloitte and McKinsey are starting to reposition themselves as AI assurance providers, and 11 Labs offers insurance for voice agents.