【文章标题】:Lovable CTO: The Future of SaaS Is Apps That Agents Can Use 【文章标题】:Lovable CTO:SaaS的未来是智能体可用的应用
【文章正文】: 【文章正文】:
Lovable Lovable
is well known as an AI-powered platform to build applications. But ironically, it is now moving towards a future where 作为AI驱动的应用构建平台而广为人知。但颇具讽刺意味的是,它现在正迈向一个越来越少的人使用传统应用的未来。
fewer and fewer people will be using conventional apps 越来越少的人将使用传统应用
. That is, of course, because of the growing impact of agents. 。这当然是因为智能体日益增长的影响力。
In 在
a recent blog post 最近的一篇博客文章中
, Lovable outlined a vision for ,Lovable勾勒了一幅
“a digital brain for your team connecting your daily tools.” “为你的团队打造一个连接日常工具的数字大脑”的愿景。
Or as Lovable CTO 或者正如Lovable首席技术官
Fabian Hedin Fabian Hedin
put it in an interview with Latent Space, “you can get to a place where you’re using one entry point to all the work that you’re doing.” 在接受Latent Space采访时所说:“你可以达到这样一种境界,即通过一个入口来完成你所有的工作。”
Diagram by Latent Space based on an internal diagram shown to us by Lovable. 图表由Latent Space根据Lovable向我们展示的内部图表绘制。
To be clear, Lovable still wants to be the tool you use to build apps — but increasingly, 需要明确的是,Lovable仍然希望成为你构建应用所使用的工具——但越来越多地,
it will also enable you to build what Hedin calls “capabilities.” 它也将使你能够构建Hedin所说的“能力”。
Lovable defines a capability as a useful part of an application that an agent can call directly; bypassing the need for a human user to open the app. Lovable将“能力”定义为应用中可被智能体直接调用的有用部分;从而免去了人类用户打开应用的需要。
Lovable can turn a published application into agent-accessible capabilities by Lovable可以通过
exposing selected functions from the app as tools through a hosted MCP server. 托管的MCP服务器将应用中的选定功能作为工具公开,从而将已发布的应用转化为智能体可访问的能力。
The result is essentially one application with two interfaces: a traditional human UI and a new agent interface that can be used from ChatGPT, Claude and other MCP-compatible AI clients. 其结果本质上是一个拥有两个界面的应用:一个传统的人类用户界面,以及一个可从ChatGPT、Claude和其他兼容MCP的AI客户端使用的全新智能体界面。
Diagram supplied by Lovable 图表由Lovable提供
This is how fast an AI business evolves 这就是一家AI企业进化的速度
This shift towards capabilities is the latest evolution from Lovable, in an already fast-moving 3 years in business. 这种向“能力”的转变是Lovable在已经快速发展的三年业务历程中的最新演进。
Lovable emerged from GPT Engineer, an open source coding tool that launched in 2023, initially focusing on prototyping. In November 2024, it became a commercial product and the following month, it was Lovable脱胎于GPT Engineer,这是一款2023年推出的开源编码工具,最初专注于原型设计。2024年11月,它成为一款商业产品,并在次月
rebranded as Lovable 更名为Lovable
. 。
By that point, they’d begun to notice some of its users 到那时,他们已经开始注意到一些用户
building production apps 在Lovable上构建生产级应用
on Lovable — including products that had become ——包括那些已经成为
real businesses 真实业务
. 的产品。
“We started seeing people on the platform building not only a prototype, and not only an MVP [Minimum Viable Product], but the actual thing — an actual product that serves real customers,” Hedin said. “我们开始看到平台上的人们不仅在构建原型,也不仅在构建MVP(最小可行产品),而是在构建真正的东西——一个服务于真实客户的实际产品,”Hedin说。
Next, Lovable noticed its users 接下来,Lovable注意到其用户
creating internal software 在创建内部软件
, in some cases to support a public-facing app and in other cases as an internal app built for an enterprise company. ,在某些情况下是为了支持面向公众的应用,而在其他情况下则是为企业公司构建的内部应用。
“People started creating not only software to enable a business, in terms of a customer-facing product, but also the operations behind the company,” Hedin said. “人们开始创建的不仅是赋能业务的软件,即面向客户的产品,还包括公司背后的运营系统,”Hedin说。
He means tools like a CRM, an admin panel, or a customer-support console. 他指的是诸如CRM、管理面板或客户支持控制台之类的工具。
From app builder to agent platform 从应用构建器到智能体平台
So in less than three years, 因此,在不到三年的时间里,
Lovable has become an all-round software creation and hosting company, Lovable已经成为一家全方位的软件创建和托管公司,
which means it’s swimming in the same waters as the likes of Vercel and Cloudflare. That said, Lovable is more focused on AI-generated software than infrastructure. 这意味着它与Vercel和Cloudflare等公司在同一领域竞争。尽管如此,Lovable更专注于AI生成的软件,而非基础设施。
But we are seeing crossover in these markets 但我们看到这些市场正在出现交叉
— for example, Vercel’s v0 allows you to generate an app from natural language, just like Lovable. ——例如,Vercel的v0允许你通过自然语言生成应用,就像Lovable一样。
Also just like the black triangle and orange cloud companies, 同样,就像那家黑三角和橙云公司一样,
Lovable has expanded into agentic workflows. Lovable也已扩展到智能体工作流领域。
Lovable connectors, which let you use external tools. Lovable连接器,让你可以使用外部工具。
This rapid product evolution has been accompanied by strong user and revenue growth. According to 这种快速的产品演进伴随着用户和收入的强劲增长。根据
a tweet from Deedy Das 领投方Menlo Ventures合伙人Deedy Das的一条推文
, a partner at lead investor Menlo Ventures, the company has surpassed a ,该公司的
$500 million annualized revenue run rate 年化收入运行率已超过5亿美元
, with more than ,创建了超过
60 million projects created 6000万个项目
and ,
over 900 million monthly visits Lovable构建的应用每月访问量超过
to Lovable-built apps. 9亿次。
Lovable also says Lovable还表示
employees at nearly two-thirds of the Fortune 500 have used the platform. ,近三分之二的财富500强企业的员工都使用过该平台。
Unsurprisingly, Menlo Ventures is doubling down on its investment. It led Lovable’s 不出所料,Menlo Ventures正在加大投资力度。本月,它与EQT管理的Scaleup Europe Fund共同领投了Lovable
$400 million Series C 4亿美元的C轮融资
this month, alongside the Scaleup Europe Fund managed by EQT, ,
valuing the company at $13.3 billion. 公司估值达到133亿美元。
Hedin attributes the pace of change to a combination of Lovable’s innovation and the rapidly improving state of LLMs. Hedin将这种变化速度归功于Lovable的创新与LLM快速进步的结合。
“Every few months, we introduce new capabilities at the application layer, while the large language models also continue improving. Those two things compound.” “每隔几个月,我们就在应用层引入新功能,同时大语言模型也在持续进步。这两者相互叠加,产生了复合效应。”
Lovable’s model of a company brain Lovable的公司大脑模型
The concept of a digital brain for an organization, for Lovable, essentially means 对Lovable而言,组织数字大脑的概念本质上意味着
a single interface where you can access many different tools and workflows 一个单一界面,你可以通过它访问许多不同的工具和工作流
. 。
“It should have as much context as possible about you, your company and the world around you,” said Hedin. “Then it needs the capabilities to perform both general tasks and actions that are specific to your organization.” “它应该尽可能多地掌握关于你、你的公司以及你周围世界的上下文信息,”Hedin说。“然后,它需要具备执行通用任务以及特定于你组织的操作的能力。”
Ultimately, he added, the goal is that 他补充道,最终的目标是
“everything that you’re building can be reused in an agentic way.” “你构建的所有东西都能以智能体的方式被重复使用。”
Diagram supplied by Lovable 图表由Lovable提供
In a sense, then, 因此,从某种意义上说,
applications are becoming a collection of capabilities 应用正在变成一系列能力的集合
that users will increasingly access through an organizational agent — instead of, or in addition to, the actual application. ,用户将越来越多地通过组织智能体来访问这些能力——而不是通过实际应用,或者作为实际应用的补充。
“Our job as a platform is to ensure that all these separate capabilities are connected through one agent “我们作为平台的职责是确保所有这些独立的能力都通过一个智能体连接起来
— not that you have to build a different agent for e ——而不是让你必须为e