Lovable 5亿美元ARR爆发：SaaS模式要崩了吗？
AI代码平台Lovable年收入达5亿美元，每周生成100万个项目。这威胁到传统SaaS，因为非技术创始人正在免费构建和变现工具。
Lovable, an AI-powered coding platform, reported $500M in annualized revenue and a run rate of 1 million new projects per week. users are primarily non-technical founders and employees building monetizable websites, storefronts, and internal tools. this trend challenges the legacy SaaS model by enabling users to build custom software rather than buying subscriptions. however, the long-term threat depends on whether users can maintain these AI-generated projects, despite the challenges of shifting dependencies and code rot.