Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt
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.
----------------------------------------------
In Today’s Episode We Discuss:
00:00 Intro
01:01 Is AI an Arms Race… Or Just a Talent War?
01:39 How Does Anton Compete with Zuck’s $100M Packages for Talent
04:59 Founder Mode vs. Structure: Can Chaos Scale?
07:19 The Brutal Truth About Defensibility in AI Startups
09:17 Unit Economics: Are AI Companies Doomed to Bleed Cash?
16:45 GPT-5: Game-Changer or Overhyped Disappointment?
20:02 How Lovable Hit $100M ARR in Just 7 Months?
33:33 The Security Bombshells No One Talks About
39:24 Should Anyone Still Study Computer Science?
44:13 Work-Life Balance Is Dead: Inside Anton’s 10x Culture
49:42 Why It’s Better to Build in Europe
59:44 What Does Make the Marriage Successful?
01:03:18 Quick-Fire Round
-----------------------------------------------
Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466
Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465
Follow Harry Stebbings on X:
https://twitter.com/HarryStebbings
Follow Anton Osika on X:
https://twitter.com/antonosika
Follow 20VC on Instagram:
https://www.instagram.com/20vchq
Follow 20VC on TikTok:
https://www.tiktok.com/@20vc_tok
Visit our Website:
https://www.20vc.com/
Subscribe to our Newsletter:
https://www.thetwentyminutevc.com/contact
-----------------------------------------------
#20vc #harrystebbings #antonosika #lovable #ceo #founder #openai #grok #europe #startups