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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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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?
1367 episodes
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