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Nitin Kumar writes on startup pivots, go-to-market, product, AI pricing and AI economics, with the numbers and sources behind each argument.

Nitin KumarBy Nitin KumarGlobal multi-scale CEO · 2x exits
Glass curtain wall of an office tower at dusk, with wrapper gross margin falling from 45% to 19% AI economics · 6 min read

Thin AI Wrappers Lose to the Model Vendor

A wrapper’s margin falls on its model vendor’s release calendar, and the companies that survived, Lovable among them, left the position by becoming the record other systems read.

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