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?