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20VC: Lovable CEO Anton Osika on $120M in ARR in 7 Months | The Honest Truth About Defensibility and Unit Economics for AI Startups | The State of Foundation Models: Long Grok, Short OpenAI, Why | Replit vs Lovable vs Bolt: What Happens

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Manage episode 500942347 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Anton Osika is the Co-Founder and CEO @ Lovable, the fastest growing company on the planet. In just 7 months, they have scaled from $0 to $120M in ARR. They have raised over $200M in funding from some of the best including Accel, Creandum and 20VC. Their latest round priced the company at a whopping $2BN.

Agenda for Today:

00:00 – Is AI an Arms Race… Or Just a Talent War?

03:45 – How Does Anton Compete with Zuck’s $100M Packages for Talent

07:30 – Founder Mode vs. Structure: Can Chaos Scale?

10:15 – The Brutal Truth About Defensibility in AI Startups

13:20 – Unit Economics: Are AI Companies Doomed to Bleed Cash?

17:00 – GPT-5: Game-Changer or Overhyped Disappointment?

20:10 – How Lovable Hit $100M ARR in Just 7 Months?

25:15 – Replit, Figma, Bolt: Which Competitor is the Best?

30:00 – The Security Bombshells No One Talks About

36:40 – Should Anyone Still Study Computer Science?

40:30 – Work-Life Balance Is Dead: Inside Anton’s 10x Culture

56:00 – OpenAI, Anthropic, or Grok: Who Wins the AI Wars?

  continue reading

1347 episodes

Artwork
iconShare
 
Manage episode 500942347 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Anton Osika is the Co-Founder and CEO @ Lovable, the fastest growing company on the planet. In just 7 months, they have scaled from $0 to $120M in ARR. They have raised over $200M in funding from some of the best including Accel, Creandum and 20VC. Their latest round priced the company at a whopping $2BN.

Agenda for Today:

00:00 – Is AI an Arms Race… Or Just a Talent War?

03:45 – How Does Anton Compete with Zuck’s $100M Packages for Talent

07:30 – Founder Mode vs. Structure: Can Chaos Scale?

10:15 – The Brutal Truth About Defensibility in AI Startups

13:20 – Unit Economics: Are AI Companies Doomed to Bleed Cash?

17:00 – GPT-5: Game-Changer or Overhyped Disappointment?

20:10 – How Lovable Hit $100M ARR in Just 7 Months?

25:15 – Replit, Figma, Bolt: Which Competitor is the Best?

30:00 – The Security Bombshells No One Talks About

36:40 – Should Anyone Still Study Computer Science?

40:30 – Work-Life Balance Is Dead: Inside Anton’s 10x Culture

56:00 – OpenAI, Anthropic, or Grok: Who Wins the AI Wars?

  continue reading

1347 episodes

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