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

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

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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Episoder(197)

NVIDIA World Models Explained: What Developers Can Build

NVIDIA World Models Explained: What Developers Can Build

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22 Sep 42min

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21 Sep 33min

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Stripe on Agentic Commerce: Can AI Agents Buy From You?

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17 Sep 30min

Good Enough AI: Why Apple's Case Measures the Wrong Thing

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For deeper playbooks and analysis: https://natesnewsletter.substack.com/What’s really happening in the competition between Apple and OpenAI? The launch products give us one part of the story. The larg...

14 Sep 29min

AI Race vs Human Flourishing: What US-China Talks Miss

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For deeper playbooks and analysis: https://natesnewsletter.substack.com/What would it take for AI to make life more abundant—and who gets to share in that abundance?Nate Jones sits down with Alvin Gra...

13 Sep 48min

Omarchy, the Agentic OS Built for AI Agents

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For deeper playbooks and analysis: https://natesnewsletter.substack.com/What changes when an AI agent can help change the way your computer works?Nate explores Omarchy as a glimpse of a more adaptable...

11 Sep 17min

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