Lovable has produced extraordinary revenue growth by letting non-developers create applications conversationally. The harder question is whether that growth can retain SaaS-like margins.
Technology investors repeatedly changed the balance they demanded between growth and profit—from Internet scale to SaaS recurring revenue and today's capital-intensive AI race.
Silicon Valley's tolerance for losses evolved from Internet land grabs into a more disciplined SaaS framework where recurring revenue, gross margin, retention, and cash flow could justify delayed profit.
Generative AI looks like subscription software on the surface, but training, inference, model refreshes, and compute-heavy usage make its margin structure materially different from classic SaaS.
Ten high-leverage applications for entrepreneurs and solo founders, ranked by how well they create market evidence, distribution, revenue, or operational leverage.