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

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?