Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt

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Published on ● Video Link: https://www.youtube.com/watch?v=EkAWWgrr8aI



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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.
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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
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