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App generation isn’t a winner-take-all market.
The best platforms specialize in prototypes, personal tools, or production apps.
They’re complements, not competitors.
Using one makes you more likely to use another.
New thesis by @illscience and @venturetwins on where this is going.
5 tuntia sitten
App generation is one of the fastest growing AI spaces.
Cos are scaling to $100M+ ARR at record pace, seemingly in a race to dominate the market.
But we think it won't be "winner takes all." The market will segment, with different winners in different areas.
Our thesis 👇
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