Everything on Vertical AI

Legora is moving toward a 10 billion dollar valuation on 150 million dollars of ARR, supported by high switching costs in legal workflows. Lovable at 13.3 billion dollars looks more fragile because consumer style app building has weaker retention.

Impact: Vertical AI with high workflow lock-in can command premium multiples. Consumer coding tools may face tougher exit paths.

— from AI Market Shifts OpenAI Anthropic Data Infrastructure · Doppelgänger Tech Talk· Aug 15, 2026