Anthropic just walked into the two fastest-growing product categories in AI and said "we'll take it from here."
Prototypes. Lovable hit $400M ARR with 146 employees. Cursor is valued at $29.3B. Bolt, v0, Replit Agent. A $48B+ vibe-coding category built entirely on foundation model inference.
Slides and one-pagers. Gamma hit $100M ARR with 52 employees at a $2.1B valuation, 70 million users, profitable. Tome, https://t.co/JTgqzJ7mhC, Canva's AI slide generator all sitting in the same surface area.
Claude Design ships prototypes, slides, and one-pagers in one product, powered natively by Opus 4.7.
The economics of being an AI app wrapper worked because foundation labs were focused on model quality and left the UX layer open. That gap is the entire business model. Buy tokens at list price. Wrap them in a workflow. Charge 10x.
When the supplier becomes the competitor, three levers remain. Brand distribution built before the lab shipped. Workflow depth the lab won't prioritize for years. Enterprise relationships the lab can't move fast enough to service. Everything else compresses.
Gamma's 70 million users and cash-profitable operation is a real moat. Lovable's Fortune 500 deployments are a real moat. New entrants pitching a "better Gamma" or "better Lovable" as a seed round just lost the only arbitrage they had.
The pattern rhymes with Microsoft and AWS. Own the horizontal intelligence layer. Pick off the verticals one by one. Code last year. Design today. Whatever ships in six months is already on the roadmap.
@thegarybrecka Blood test to determine minerals and vitamins, eat clean with 110gm protein and 25gm of fiber a day, walking 45 mins, strengthen training, better sleep, work on stress, are just a few things that have helped me.
@thegarybrecka Explore eczema and gut health. A family member gets intense eczema on hands in winter, which maybe tied to gut and allergies. Is sugar a factor or is this allergies related or can it be both?