
What happened
Base44, a no-code app-building platform acquired by Wix for $80 million(約130億円) a year ago, has begun rolling out its own large language model called Base1, trained on tens of millions of real user interactions on the platform.
Why it matters
AI startups are increasingly asking whether they can survive long-term by relying on external frontier models. Base44's move reflects broader pressure on businesses to control their own data, infrastructure, and costs. Building a custom model allows the company to optimize for latency, cost, and efficiency — and potentially offer cheaper service to customers than using frontier models like Opus.
What to watch
Base44 has passed $100 million(約160億円) in annual recurring revenue, though competitor Lovable (which relies on external models) has reached $500 million(約800億円) in ARR. The company faces emerging competition not just from other no-code startups but from frontier labs themselves — Cursor (owned by SpaceX), xAI's Grok, and Anthropic's Claude Code are all moving into the vibe-coding space.
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