GTM Is The New Moat For AI Wrapper Companies

AI startups Clay and Lovable achieve multi-billion-dollar valuations by building wrapper applications on commoditized models from OpenAI and Anthropic. Clay turned $1 million ARR into $100 million in two years with a $3.1 billion valuation. Lovable reached $100 million ARR in eight months and raised a $330 million Series B at a $6.6 billion valuation. Venture capitalists now prioritize Go-To-Market strategy and distribution over proprietary AI capabilities.