LMAO you have it complete upside down, and if you think Lovable is a 'wrapper' around AI maybe you should try building a working app.

Lovable is a layer of abstraction, becoming as as complex as Shopify.

"It takes decades to build the kind of network cloudflare has."

It takes literally no time. Cloudflare's network could be emulated with proper planning and enough budget, and turned on instantly. 'Servers in 300 cities' is a medium sized challenge, but most importantly, it's a relatively clear path.

On the customer side, Cloudflare (in most cases) could be replaced as quickly as individuals replace their VPNs.

Shopify for example is ' just some siple HTML and checkout' - of course not - they are dominant and growing because there's a lot of complex interdependence, switching costs are much higher, their buyers are less technical and much less likely to want to change, and building a Shopify replacement involves hitting a lot of checkmarks.

Lovable started as a wrapper just as Shopify started with something simple, but they've quickly evolved.

AWS could snap their fingers and decide to knock out Cloudflare, it's a 'Commodity Plus' that came to the fore in a time when a specific need was there, and now people are turning to it out of convenience.

Of Lovable, Wix, Shopify, Figma, Stripe - Cloudflare is in the riskiest position because of the inherent commoditizability of their tech and the relatively low switching costs.