The global race for the AI app layer is still on
November 13, 2025
The U.S. is far ahead of Europe in the race for large AI models – but the picture is different for the application layer, with emerging category leaders such as Lovable, the vibe-coding startup, and Synthesia, which makes AI-generated video for the enterprise.
That’s the conclusion made by global VC firm Accel in its 2025 Globalscape report, which focuses on the AI and cloud market.