At RAISE Summit in Paris on Wednesday, “Shark Tank” investor Mark Cuban made the case for AI coding tools like Lovable and Replit, Business Insider reports. They can hold their own against the big AI labs, he argued. The reason: they now bundle services a raw language model does not.

Cuban is a Lovable investor, so he has a stake in the answer. But his point lands on the central worry hanging over “vibe-coding” startups. If Anthropic or OpenAI can simply add a feature, what is left to defend?

“When we question a lot of the front ends like Lovable, Replit, etc, we wonder if the foundational models, the big guys are going to just replace them,” Cuban said, in conversation with Lovable CEO Anton Osika. “But what you’re saying is you have a base of data that is localized.”

From code tool to “AI cofounder”

Osika’s pitch is that Lovable has outgrown the label of AI software engineer. Founders can now incorporate a company and wire up payments inside the platform, not just generate an app.