The boys are back talking about Loveable's insane growth and $200m raise, the dangers of founder liquidity, plus more AI chat (of course). Charlie turns Sabba into BusinessGuruGPT prompting him with how he'd grow an eSIM business to $1m in a year. All this, and more, in this week's episode of NAPKIN MATH.
Timestamps
- 00:00 Intro
- 00:30 Loveable raises $200m
- 05:58 Jason Lemkin's Replit disaster
- 09:38 Takeaways from Loveable's raise and the future of AI companies
- 15:53 Generative content opportunities
- 18:19 Making £1m from e-sims
- 30:17 Founder liquidity
- 40:14 Focusing on a single growth channel
- 45:25 Are AI influencers important in the future of marketing
- 48:34 Should we be worried about the AI backlash?
- 53:30 The seasonality of SaaS
Napkin Math