The AI Daily Brief: Artificial Intelligence News and Analysis - Why 2026 Is the Year of the AI Builder with Lovable CEO Anton Osika
Episode Date: December 28, 2025Lovable CEO Anton Osika joins the AI Daily Brief to unpack how AI-assisted coding evolved from early GitHub experiments into load-bearing infrastructure inside companies, why 2025 marked the inflectio...n point for vibe coding, and why 2026 will belong to builders who can think, plan, and ship with AI end to end. The conversation covers the shift from prototypes to production, how enterprises are rethinking workflows and SaaS, the rise of personal and ephemeral software, and what skills will actually matter as AI takes on more of the mechanics of building. Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsBlitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai
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Today on the AI Daily Brief, we are joined by lovable CEO Antoine O Sika to discuss the evolution
of AI coding and why 2026 is the year of the builder.
The AI Daily Brief is a daily podcast and video about the most important news and discussions
in AI.
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AIDailybrief.aI. If you want to learn more about our recent benchmarking survey, you can get
that information at AIDBIntel.com. And for today's episode, I'm excited to be joined by someone who
has been about as deep in the vibe coding revolution as anyone can be. In this episode, we discuss
everything from the earliest origins of what would become lovable back in 2023, which I actually
covered in the first couple months of the show, to where the market was at the end of last year, to how
what people are doing with vibe coding has changed over the course of 2025 to what Anton thinks is coming
in 26. All right, Anton, welcome to the AI Daily Brief. How are you doing? Great to see you, Nathaniel.
Yeah, it's great, great to have you here. So as I was just sharing, this conversation is part of
this series of end of year episodes that are a little bit about looking back and a little bit about
looking forward. And for me, undisputedly, the most important kind of AI theme of the last year has
been the rise of vibe coding, AI coding, agenta coding, whatever you want to call it, AI-assisted
coding. And I think it's poised to be extremely important heading into next year as well.
And I was actually looking back because, so I started this show in April of 2023.
And I remembered very early on doing a show where I thought I had done a show about GPT engineer.
And sure enough, I just went back and looked and it was July 19th, 2020, that I did the first show
covering that. And so obviously, you've been on this journey for a minute. And I,
I kind of wanted to talk about clearly the idea of using AI to produce real functional code
is something that you got interested in very early.
But what was the sort of journey from those earliest experiments and people on GitHub
getting super excited about GPT engineer up to kind of when Loveable became a thing towards
the end of last year?
Yes.
It's been a wonderful year, 2025, I have to say.
And I think we're still just getting started.
and the coming months and years are going to be about scaling the impact you have when you create something with AI.
And going back to right before, Loveable was given an idea.
To me, it was clear in 2022 that we would see this model is just getting smarter and smarter.
And in 2023, they started being able to reason.
So what I have been doing is just like showing people, look, these things can actually reason.
So that means you can give them a task and then they can break it down.
And they're especially pretty good at coding.
And it's going to completely change how we create software.
And back then, people were like super skeptical and like, no, no, it's AI, AI stupid.
So the tool that I put together over a few weekends was this open source command line interface.
It's like similar to cloud code, but it was a spring of 23 where I recorded the video,
create me a snake game and he went out and I wrote all the files for the snake game and then
started it on my computer and from there that that gets super popular I think that inspired like
Dostens or hundreds of startups. It's in the first place before before Lovable and what I started
thinking about was hey like what does this was the bigger implication of this is it the implication
that we as developers are going to have more tools to move faster yes that's one implication but
But the one that caught my attention after a few days of thinking about this was, look, the bigger
change is it's going to change who can create software.
And for me as a builder, it's very clear that just being able to create software, like,
shape some, take an idea and shape it into something that you can interact with.
It's like super rewarding.
So that's when I decided.
I'm going to start a company.
It's going to reimagine, like, what tools we use, what the interface is to create software.
and when I realized this, I went on my bicycle and I biked over to Fabian, my co-founder's
place now. And I called him up and I said, hey, look, Fabian, we're going to change how software
is created and who gets to create it. And it took a walk and decided to start the company.
So that's the backstory. And then, since then, as you know, if you're building an AI product,
there's a lot of hard work that goes into making it not just be a cold demo, but actually
really create a lot of value and be as reliable as it can be.
And that's what we've been at hard at work with since then,
and just listening to what our users are using level both for,
and how can we improve the tool?
So it's super interesting.
Everything on AI is accelerated time.
But I think in particular,
the shift in how people are thinking about AI for coding
over the last calendar year is enormous.
I remember going into sort of the end of 2024,
heading into 2025,
you know, we do, at Super Intelligence, we do a ton of work with enterprises.
And it's all about kind of figuring out where they could be applying AI and what they could be
applying agents to. And I remember up to November, December of last year, there was still such
incredible resistance among software engineers to using AI for code. It was sort of like the
most surprising holdout in some way. Now, not every organization. Some organizations were a little
bit more forward thinking, but in many that we found, you know, you would have expected them to
sort of be on the front lines and they weren't. When you started lovable, did you guys face
sort of that type of skepticism, either from a consumer audience of existing developers or from kind
of like an enterprise audience? You know, I mean, obviously there was rapid uptake really quickly,
so some portion of people got it. But, you know, were there still a lot of skeptics, I guess,
you know, back in the end of 2024? End of 24, yeah. Most were skeptics, I'd say. And
then it's when people actually tried out lovable that they were like, you very quickly get this,
wow, aha moment that it can move so much faster and do things that humans cannot do as you're
building something out, as you're building out like a first version of a product.
And the development over the year has been like, it's been very, very impressive to us as well
because the things, like 90% of the things you couldn't do a year ago, you can now do with a tool.
Or even more so.
And there is now really the case that Lovable has been pulled into enterprises.
Microsoft, Uber, they use Lovable to move faster as a team.
And they're of course asking for like, okay, how do we bridge this, what we're having in production today?
How do you, should we be using Lovable as infrastructure?
And that's the next natural evolution.
And how fast this has gone is.
It's just tremendous.
From skeptics to enterprises saying, okay, we want to use this more.
many of large enterprises are now building their, rebuilding their workflows on top of our tool
and using it as infrastructure.
Yeah, I want to come back to that sort of organizational redesign because I think that's a key part
of what's happening right now with coding.
But one of the things that I was really interested in that you maybe have a unique insight into
is how the patterns of what people are building with a tool like Loveable have changed
over the course of the year.
You know, like what did your early adopters look like?
What are the types of things that they were building end of last year?
beginning of this year, and how has that changed kind of throughout the year coming into
where we are now?
Sure.
I mean, so it's kind of developed into new uptakes over the year and it's just being used
by more and more for more and more use cases.
But some of the like the uptakes that I can point out is that in the beginning, Lovable was
like a super impressive tool for early adopters that were like a bit technical, technically
inclined.
And they were often helping clients deliver projects and they weren't engineering.
They were formally trained engineers themselves.
They realized that if they were using lovable,
they could actually build customs fully working applications.
That was the,
there was this like a huge unlock for that full crowd.
And then when Lovell started to get reached more of a mainstream,
that's when you actually saw like anyone out there
in the inside of a business for themselves,
creating a website for their event.
I saw wedding proposals being made with lovable.
So that's like even more normal to the consumer side.
and for the second adoption was throw away prototypes by product managers and designers
because you could get to a high fidelity design much faster than you can with any other tool.
And that is still the case.
And this is still like a huge use case for product and engineering organizations where
in companies like Deutsche Telecom, like the most old school German enterprise,
is 2,000 people are being accelerated by using lovable.
And now the last big uptake is how.
So companies know that a big bottleneck for how work gets done is the software that they are relying on and the limitations in the AI of that software.
So there are hundreds of companies that are like established that are using Lavable to reimagine their workflows or replacing what they used before as SAS, but building it customly for how their organization works and adding AI on top of that.
And this is like going from Lavable being this entry point for creation to load bear.
infrastructure for where you run your business on top of.
And that's what we are leaning into and scaling the impact as a platform.
Yeah, it's interesting.
So this kind of mirrors my and our usage of Lovable specifically.
So towards the beginning of the year, probably end of Q1, beginning of Q2,
we shifted to soft banning product ideas with words.
It's just like just vibe code it, right?
Show off what it is because two things.
One is going to be way easier to show than to tell.
And two, the process of, you know, actually articulating what you're trying to do is going to refine your idea further.
So we did that, but that was fully in that prototype zone.
And then over the course of the year, and especially on like my more personal side on the podcast side, as you guys added additional features, particularly sort of like the ability to go end to end and actually deploy the thing and even buying domains from within it, which is like not a big barrier, but just keeping it all contained.
Then all of a sudden I just started building my, I rebuilt my entire sort of personal stack.
the podcast website, everything on the actual sort of end production things. And now that's where I am.
You know, I was just saying to you, I built something for one of these end of year episodes
just before we were on this call. What did you build? It's so the last episode of the year
on December 31st will be, it's like a 10-week self-guided AI resolution. And so the idea is not,
it's not like a course. It's just 10 weekend projects that you can do to give yourself a real full
expanse of what's available out there. And I saw last year,
there was this massive increase in downloads of the show between December and January.
There's very clearly a comeback to work, you know, I'm going to get AIified this year.
And I expect that to be the same this year.
I think that I'll see another kind of big uptick.
And so I wanted to give people something that they could, some tangible thing that they could go do.
And so I built basically a, I started to build a website for the community who is doing that
thing to share what they're doing kind of week by week.
So, you know, when they create their personal project tracker, which is week one, they can share the link to that with anyone who wants to see it. When they do an infographic on like week six, they can share that. So that was built with Lovable and I don't know, an hour before this. Okay. Well, how did it go? It's great. So I think that the, for me, a big change was sort of the full end-to-end suite where you can sort of build the back end and connect it and deploy it live. And then the second part was the addition of,
the sort of the chat mode, right? So you can chat and plan before you actually execute. That has made a
major difference in how quickly things come together and how well it works right out of the gate, right?
There's a lot less guessing and go back and rebuild the whole thing over and over again. It kind of used to be
like you run the same prompt a few times until you get one that's closer to it, whereas now you can
actually sort of plan and execute. And actually this brings up a question for me, though, which is,
as you guys are designing this product, I think most people's expectations would be that the increase in
in the value of the product is going to be largely connected to models.
But I think both of the examples that I just gave are actually not exclusively model specific.
They're sort of features and the experience set and the product around it.
So how do you guys figure out how to prioritize different sort of project and usability features
while also thinking about improvements in the models that exist underneath?
Yeah.
So as you point out, there is a lot of capabilities that we are adding to level, like the agent
that is lovable.
and a lot of like what's the right interface for us humans.
Like oh, sometimes we want to be more thoughtful.
And like to, you know, when you're working with a human software engineer,
like talk about the problem, talk about like what's the right solution.
And then you also say, okay, okay, let's do this.
Right.
So both of those are things that are going to add value, like, irrespectively of how intelligent the model is.
Right.
So generally that's how we want to prioritize and just bet on that the models are getting
much, much more intelligent.
over time, they're getting faster, and there's still a big bottleneck in how the models are not
as smart as we want them to be.
But over time, it's the capabilities of the models.
And the thing that we've been betting on since Lavable started seeing production use cases,
which is security.
It's security and like data governance, making sure that you as someone that builds it are fully confident about who has access to my data.
And that, the UX of the product and the number of.
capabilities are the things that I see as the main areas that are completely timeless where we
generally invest most of our time. How do you balance the different needs of different audience
segments, right? So if you think about independent builders who are technical as one group and
non-technical vibe coders who are speaking in code for the first time as another group, and then
enterprises who are actually, you know, as you were kind of intimating at the beginning, starting
to redesign their workflows around this.
How do you think about prioritizing the balance
of what those different groups might need
or want out of the product?
That's a very good question.
Since we're seeing so many different users,
we just expect the AI to take care
of a lot of the onboarding for our users.
If you don't know how to do something lovable,
you have an existing production system
and you won't understand how they should go together,
you just ask the AI,
which is like one of the strengths
in having a product that does so many different things.
Like creating your slide presentation, a huge use case in Lovell today,
creating internal tools, creating like AI applications themselves on a level of
all very different use cases, quite different audiences,
but fortunately AI can kind of take care of helping users understand how they are
successful with the product.
Instead, what we focus on and like breaking it down and saying like,
okay, this is the type of users, what are the capabilities that unlock completely new
capabilities. And those are things like ensuring that if you change the product, it doesn't break.
Like there's nothing that we used to work that stops working. And that's something that all users
want, right? Then there's some bucket of work that we put into only for, that's only valuable
for teams, like how you collaborate, how you set up access and so on for your team. And there we say,
like, oh, we put X percent of all our work into that area. And that's changing over like month to
month or how much time do we put into the collaboration team use case. And then we have a bucket
which is for founders that are building new companies that we want to empower to build successful
companies. And we put like Y percent of all our work into that use case. Building a full like we want
lovable to be the best place to build your company on for any founder. And that's another one of those
buckets that we put in some extra work to make sure you can do everything, accepting payments and so on
as a founder. So it sounds like it is.
It's like as simple, simple to say, if hard to do, as balancing the needs of different groups that all have kind of slightly different things that they want out of it.
Yes, yes.
And then like we could break it down further, but that's how far we break it down.
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And right now, as we head into 2026, the big theme that we're seeing,
among the enterprises that we work with, is a real determination to make 2026 a year of scaled
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interested in learning more about Plateau breaker, shoot us a note, contact at B-super.aI with plateau
in the subject line. One of the things that was interesting coming towards, call it the last
two or three months is that on the one hand, for those non-technical users, I have a thesis that we're
kind of using the same language right now to describe like wildly different sets of users and wildly
different sets of uses, right? We're still talking about kind of vibe coding as though it's one thing.
And I think that the agentic and AI coding for actual technical people and for software engineering
departments is wildly different than vibe coding for non-technical users. And I kind of think that
they're going to be more divergent in the year to come. But among the software engineers,
I feel like the last few months has seen more and more people who are technical reconciling
with what they can't do with AI and agentic coding and trying to figure out basically better
organizations and better systems for taking advantage of what AI is good at with coding and
redesigning around what it can't do. How do you see the sort of the professional side of this,
right, actual software engineering organizations,
how are they adopting
or adapting to, rather,
this tool set and these capabilities?
And what are the things where you still think
AI-enabled coding or AI-assisted coding
really struggles with that you'd like to make progress on in 26?
Yeah, sure.
I mean, it started to become clear to more people.
I mean, this has been obvious for a while
that when you have like an old system
that's distributed across many code bases
and there are many teams,
A huge, huge bottleneck becomes how you coordinate between the humans in those teams.
And if you rather use, for example, lovable, then it will be more opinionated about
doing things in a certain way so that this handover and alignment between different teams
is not required anymore.
And you can go to one, you can all collaborate in the same tool.
Designers can collaborate there, product managers, business stakeholders like the CEO
comes in, collaborates in the same tool where.
You don't have to run around different engineering teams and like spend most of the time on planning and aligning.
And companies that have a like this are in this complex current situation should be doing is something.
I mean, I'd love to be able to help on that.
We have a, I get a customer facing function now that does guide large companies into like how do you adopt level to the best.
But the one thing we do see is that companies that are started from scratch with just like one founder that.
great at using AI can move so much faster than companies that have a lot of built-up legacy
systems that might not be talking to each other, where it's hard to integrate AI into
the tools that they are using. So this rebuilding things from scratch is something that people
are considering much more and more seriously, even though that's in some cases you cannot
rebuild everything from scratch. Yeah, no, I guess maybe to take the question at sort of a slightly
different angle, how do you think the debate is going to evolve around folks who are
are concerned that, well, so the most common critique that you'll hear of vibe coding is that you're
basically just shifting the balance of your time to sort of like reviewing and editing. And this
is really interesting because it demonstrates this very kind of clear culture divide, I think,
between coders who have done things for a certain way in a long time and kind of neophytes
who are just doing things from the ground up, where sort of the new folks and the non-technical
folks just don't care. They're like, if there's a problem, I'll just ask the AI to solve it.
Whereas the folks who have been building for a long time,
who maybe have, to be fair, more complex workloads,
are kind of, you know, worried about the sort of new technical debt that it creates.
They're worried about even skills atrophy.
Do you think that this is just a transitional period
where the way we build things is changing so radically
that the older way of doing is going to inevitably go by the wayside
and people have to just get on board?
Or is there sort of more to that there?
I mean, I can start by phrasing it like so.
skills atrophy, I mean, that sounds bad, right?
But what's even worse than skills atrophy is not being fast enough at acquiring
super valuable skills and understanding what are the possibilities that are sometimes
completely new possibilities, what are the limitations and what's the best practices
in using new tools that are, of course, going to be the way that things get done in the future
increasingly.
What I tell everyone who is thinking about where do I fit in in the future,
workplace is just spend as much time as possible using new tools like try to break the tools
try to do impossible things with the tools ask the tools ask lovable like why can't I why did I
not failing to do this what should I do if I try again from scratch and even the things that you can't
do today they are going to be possible very very soon that that's I think that's this
recommendation of doing instead of talking about it that I think everyone in the
business and considering starting a company is going to benefit a lot from.
What do you think the difference in, I don't know what the right time scale is, three years,
five years, ten years time, what's the difference going to be between a software engineer
and someone who just uses vibe coding tools and, or whatever we call them by then?
And what's going to be the difference between like a 10x engineer that we consider now
and just sort of your average run-of-the-mill software engineer?
I think it's always been important to be able to like,
quickly learn new things in technical fields.
And I imagine that's becoming more and more valuable.
That's becoming more and more valuable.
The other thing is like how big of complex systems can you like reason about together
with AI, like with the help of AI and you get more leverage using AI, right?
So knowing with the many steps ahead of thinking like what will happen if I do this large
change with AI, what are going to be the positive and downside that those trade?
of and what questions should I ask the AI to know that ahead of time.
I think that skill set is like all has always been a part of software engineering and it's
becoming more valuable as the decisions we take are having much larger implications.
Like we're just clicking one button and then boom.
Like this is the huge implications.
So both of those things are getting very valuable.
I do think also if for many fields, like human creativity or like, oh, is this a good thing?
is another human going to like this thing,
which is one part of creativity, right?
Or is there some very creative solution
in leveraging AI effectively
that has never in a way that is not been done
in other software products?
Like can we change the UX completely with AI?
That type of creativity is going to be super, super important
in creating the best user experiences,
like the best human experience,
which is ultimately what software does for you.
So creativity and great judgment is,
or getting more valuable as AI becomes more impactful.
Yeah, it's interesting.
So I agree with you wholeheartedly.
I think things like taste, creativity,
I think management and decision making,
I think planning, being able to see the horizon.
These things all intuitively make sense as the set of skills
that are going to be extremely valuable
when we all become kind of agent managers.
I'm looking forward to, you know,
that is increasingly we're actually starting to see that,
not just speculating around it.
So I think it gets clearer over the next couple of years
what that actually looks like in practice.
Right now, you can,
tell right now we're in this weird in between where just by looking at like the courses that are
available or the upskilling things that are resources that are available to people, it's,
it's very in between. It's still kind of like prompt engineering type courses rather than whatever,
agent management. But I think that that's going to change. As we wrap up, I want to ask you just
about a couple kind of themes that I've started to see emerge that I'm interested to get your take
on whether they actually become a big use case or set of use cases going forward. So one is,
what some people have called ephemeral software or personal software,
basically people creating little one-off apps that are useful for them
in a small kind of discrete way that they at some point discard.
Is that something that you guys are seeing?
Is that something you think will be an increasing part of the landscape?
Yeah, I definitely think so.
So with Lovell there's this ecosystem of people that create small apps for themselves
and that gets remixed and spreads.
We're going to continue to see that.
These apps are getting more powerful as the AI.
is better at making the apps better, of course,
and something we're working very hard on it,
which is to connect the applications to anything else,
like one prompt to live with lovable,
and then you can make the app, generate voice,
talk to, like, be a gentic, talk back to you,
generate pictures,
and as like more of those things that we take for granted
when we're building software ourselves,
like it can integrate to anywhere.
That's making this take off more,
it also puts less pressure on like a single app being being able to do everything because you can
you have multiple small apps for yourself for different things and they are and that you can make
sure they talk to the same underlying data with the connections that they have.
Yeah.
So this is something that I'm seeing.
I'm also super interested to see if this kind of begets a new, I don't really a new category,
but a slight variation on entrepreneurship where right now the economics of building an app are
such that you have to think in.
description terms, right? And how much can you get, like how much, how can you increase the lifetime
value of an individual user? And I wouldn't be surprised if we start to see more things that are like,
hey, this was useful to me. I'm going to sort of get it ready where it might be useful to other people.
And I'm going to charge you $2 once for it, but then never again. And it just have a different
relationship with it. One thing that's interesting is the number of apps submitted to app stores
this year was up 24% from last year. And that's the first time that it's gone up meaningfully since
like 2015. So I don't know if that's directly attributable to vibe coding, but it's the only thing
that would make sense to me as sort of like a natural cause of that. Okay, so the other trend,
or the other phenomenon is one that has been speculated about around AI coding forever
and has made some headlines with companies like Klarna ripping out Salesforce and workforce,
but what do you think about companies actually replacing SaaS with their own custom-built tools?
Does that happen? Do you imagine that happening at all? Do you imagine it happening on a small scale, but not sort of big replacement? How do you see that kind of disruption potential to SaaS from companies who are deciding to just kind of roll their own?
Yeah. So there are good reasons to do it. You can make it work perfectly for your company and you can save money. One of the things that you really want, though, is that someone owns that this is fully secure, fully reliable. You know who has access to which data.
I mentioned before
we're focusing on
secure vibe coding and this is
this goes far deeper than just that the code
is secure which is something
we're running multiple checks on
all the call generated it really goes deep into
how do you fundamentally architect
how software is built so that it's
almost like there's something
called provably correct software
and that's something that
this entire field of
that if you create
you sass yourself, it's going to be more secure than some third party that you don't know
runs it for you.
Like once that is truly,
provably the case,
then I definitely see this happening.
Right now,
I think the answer is that it depends.
I think there is a lot of SaaS that it's just easier to buy than build.
That is the case,
but it's quickly shifting.
And in many cases,
when the tool is super simple and when you can just with one prompt,
build the same tool with lovable,
and it has AI built in as well.
then that's where we're seeing the biggest shift based on what users are building are lovable today,
like out of the 100,000 new projects built every day.
Interesting.
All right.
So last question is what sort of use case or trend are you seeing that you're most excited about for 2026 in terms of what people are building?
I think the exciting thing for me is when people have like new ideas and they create something new.
So the personal software trend and that's turning into.
actual small businesses that make money is something I'm hearing about every single week.
Someone who, like, entrepreneur being passionately sharing what they built with me.
And especially when it's something creative.
That's what I'm most excited about.
Awesome.
Well, Anton, so great to have you here on the show.
Very excited to see where you guys take AI coding in the next year.
And all the best of luck for the new year.
Thank you, Nathaniel.
Do you have anything final on what you would want us to do more of?
I think continuing to build out, for me, just continuing to build out the full suite so that it can happen sort of end to end.
And, you know, so here's the way that I would describe it.
It used to be that when I had some stupid idea for something that I really shouldn't distract myself with, I would buy a URL, right?
Like, you would buy the URL and you would post it as like, I'm going to get to that someday.
Maybe you'd even like go into Photoshop or Canver or whatever and like design some interface for it.
now I just launched that crap, right?
So I just, you know, when I think of it, I do it.
And so anything that accelerates the time to me distracting myself with some stupid idea
that may actually become a thing, that's what I want more of.
But so far, so far you guys have done a great job of delivering on that.
Yeah.
Nathaniel, it's really the age of the builder.
I think it's like, I love the shift that you just explained in how you're moving in this world.
Great to chat.
I look forward to see soon.
