Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
(0:00) Former Intel CEO Pat Gelsinger joins Jason!
(1:41) What Went Wrong at Intel
(15:19) Why a Taiwan Blockade Would Cripple the US Economy
(25:00) Lovable's Anton Osika: One Million New Apps a Week
(33:38) How Lovable is Bringing Down Builder Costs
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And a special thank you to Raise Summit for hosting us in Paris
Why 2026 Is the Year of the AI Builder with Lovable CEO Anton Osika
Lovable CEO Anton Osika joins the AI Daily Brief to unpack how AI-assisted coding evolved from early GitHub experiments into load-bearing infrastructure inside companies, why 2025 marked the inflection point for vibe coding, and why 2026 will belong to builders who can think, plan, and ship with AI end to end. The conversation covers the shift from prototypes to production, how enterprises are rethinking workflows and SaaS, the rise of personal and ephemeral software, and what skills will actually matter as AI takes on more of the mechanics of building.
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Meta’s “creepy” new Ray Bans, Beehiiv teams with Discord, AND a visit from Lovable CEO Anton Osika! | E2181
Today’s show:
On an action-packed TWiST, Alex and Jason check out Meta’s latest wearables, which promise to fix the “constantly staring down at your phone” problem and prevent you from blocking that little light letting others know you’re filming them. Think the upgrade is worth $799 of your hard-earned money?
PLUS, Lovable CEO Anton Osika stops by to answer YOUR questions, talk about how people are using the iconic vibecoding app, balancing accessibility and user engagement with the need to actually bring in revenue, and why Stockholm has become arguably Europe’s leading tech hub.
AND Beehiiv joins with Discord, Google bakes Gemini into Chrome, and MORE of the week’s biggest tech news. Check out all this and more in a brand-new “This Week in Startups”!
Timestamps:
(0:00) Why Jason thinks Meta’s new $799 Smart Ray Bans, which covertly record people in 3K, are creepy!
(04:14) Why, in the technology business, not quitting is how you succeed.
(09:47) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.
(10:54) Show Continues…
(17:02) Anton Osika from Lovable calls in from Stockholm: Why he thinks it’s Europe’s biggest tech hub.
(20:37) Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST
(21:44) A look at Lovable’s new security features, to make founders feel more confident in their vibe coding
(27:31) How Lovable is balancing engagement with the need to make money
(29:55) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twist
(31:03) Show Continues…
(42:29) Anton’s tactical advice for founders who want to build a community around their product.
(49:14) A viewer asks: Is vibe coding CHEATING?
(59:01) Google is baking Gemini into Chrome… but how will it work? And what about privacy?
(01:05:05) Beehiiv links up with Discord. Why Alex has a few concerns!
(01:11:01) Responding to some of YOUR comments. (Leave us reviews and comments on Apple and Spotify!)
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Follow Lon:
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Thank you to our partners:
.TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.
Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST
Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twist
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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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?
Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (co-founder and CEO)
Anton Osika is the co-founder and CEO of Lovable, which is building what they call “the last piece of software”—an AI-powered tool that turns descriptions into working products without requiring any coding knowledge. Since launching three months ago, Lovable hit $4 million ARR in the first four weeks and $10 million ARR in two months with a team of just 15 people, making it Europe’s fastest-growing startup ever.
—
What you’ll learn:
1. Why you need to be in the top 1% of AI tool users
2. Watch Lovable build a functional Airbnb clone in 30 seconds—complete with working features and modern design
3. The unconventional hiring approach that helped build a 15-person team capable of extraordinary execution
4. How traditional product development will look with AI
5. What skills will matter most to product teams going forward
6. How Anton’s team discovered a breakthrough in AI “unsticking itself”
—
Brought to you by:
• Sinch—Build messaging, email, and calling into your product
• Persona—A global leader in digital identity verification
• Fundrise Flagship Fund—Invest in $1.1 billion of real estate
—
Find the transcript at: https://www.lennysnewsletter.com/p/building-lovable-anton-osika
—
Where to find Anton Osika:
• X: https://x.com/antonosika
• LinkedIn: https://www.linkedin.com/in/antonosika/
—
Where to find Lenny:
• Newsletter: https://www.lennysnewsletter.com
• X: https://twitter.com/lennysan
• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/
—
In this episode, we cover:
(00:00) Introduction to Anton and Lovable
(05:12) Lovable’s rapid growth
(09:39) Live demo: Building an Airbnb clone
(18:34) Tips for mastering Lovable
(21:42) The origin story
(26:50) Scaling laws and getting AI unstuck
(33:20) Reliability and unique features
(36:25) The vision and future of Lovable
(38:14) Skills and job market evolution in the age of AI
(40:30) Hiring philosophy and team dynamics
(46:21) Building in Europe
(48:02) Prioritization and product roadmap
(51:38) Tools and work environment
(53:17) Tactics for moving fast
(54:37) Advice for building product teams
(57:11) Empowering non-technical founders
(58:31) Future developments and user support
(01:01:23) Failure corner
(01:05:20) Final thoughts and advice
—
Referenced:
• Lovable: https://lovable.dev/
• Lovable Launched: https://launched.lovable.app/
• Cloudflare: https://www.cloudflare.com/
• Supabase: https://supabase.com/
• GPT engineer: https://github.com/gpt-engineer-org/gptengineer.app
• Microsoft Copilot: https://copilot.microsoft.com/chats/cmFw8dTsGU8D6b9siqQ6U
• Fabian Hedin on LinkedIn: https://www.linkedin.com/in/fabian-hedin-2377b0144/
• Behind the product: Replit | Amjad Masad (co-founder and CEO): https://www.lennysnewsletter.com/p/behind-the-product-replit-amjad-masad
• Replit: https://replit.com/
• Cursor: https://www.cursor.com
• Bolt: https://bolt.new/
• GitHub: https://github.com/
• Lane Shackleton on LinkedIn: https://www.linkedin.com/in/laneshackleton/
• FigJam: https://www.figma.com/figjam/
• Linear: https://linear.app/
• Sana Labs: https://sanalabs.com/
• Duolingo: https://www.duolingo.com/
• Claude: https://claude.ai/
• ChatGPT: https://chatgpt.com/
• Lovable on X: https://x.com/Lovable_dev
—
Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.
—
Lenny may be an investor in the companies discussed.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.lennysnewsletter.com/subscribe
20VC: Lovable on Hitting $17.5M in ARR in 3 Months | Adding $2.1M ARR Every Week | Hitting 85% Day 30 Retention: Better than ChatGPT | The Story of Europe's Fastest Scaling Company with Anton Osika
Anton Osika is the Co-Founder and CEO @ Lovable, the fastest growing startup in Europe. With Lovable, you can turn your idea into an app in seconds with just a prompt. After just 3 months, the company has scaled to $17.5M in ARR. They are adding $2M in net new revenue every single week. Even better, Lovable has 85% Day 30 retention rate, making it more retentive than ChatGPT.
In Today's Episode We Discuss:
03:41 How a Side Project Turned into a $200M Company
05:39 Why Talent is 10x More Valuable Than Experience
08:57 How to Use a Waitlist Pre-Launch to 10x Growth
12:29 How to Master a Public Launch: $0 - $1M ARR in a Week
18:02 Why Raise a Large Seed Round
22:22 How Sustainable is Lovable and AI Revenue
25:22 What are Lovable's Biggest Threats: Incumbents or Open Source
27:00 Raising Series A: Should You Always Take the Money
27:46 How to Compete in the US from Europe
28:25 Is Europe as F****** as the World Thinks
29:02 Building in Europe vs. Silicon Valley
31:20 The Future of Foundation Models: Who Wins
33:47 Grok vs OpenAI vs Anthropic: Buy and Short
41:37 Quickfire Round: Insights and Reflections
Software Supernova: Lovable's "Superhuman Full Stack Engineer" to Transform Idea to App in Seconds
In this episode of the Cognitive Revolution, founder Anton Osika and AI engineer Isaak Sundeman from Lovable.dev, discuss their AI coding platform that allows users to describe software in natural language and have it built by AI. They delve into the nuances of using AI for full-stack engineering and the future of human coding. During the episode, they demonstrate building a product comparison app, discussing the integration of AI, backend functionalities, and handling complex API interactions. They also talk about the challenges and opportunities in UI design, the role of AI in improving user experiences, and the potential future impacts of AI on software development. The conversation touches on the phenomenal growth and scaling of Lovable.dev, their strategies for managing context and dependencies in large codebases, and their vision and roadmap for the future of AI-powered application development.
Checkout lovable here: http://lovable.dev
SPONSORS:
Oracle Cloud Infrastructure (OCI): Oracle's next-generation cloud platform delivers blazing-fast AI and ML performance with 50% less for compute and 80% less for outbound networking compared to other cloud providers. OCI powers industry leaders like Vodafone and Thomson Reuters with secure infrastructure and application development capabilities. New U.S. customers can get their cloud bill cut in half by switching to OCI before March 31, 2024 at https://oracle.com/cognitive
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CHAPTERS:
(00:00) Teaser
(00:56) About the Episode
(03:57) Introduction and Guest Welcome
(04:21) Overview of Lovable.dev
(04:53) Building a Product Comparison App
(05:19) Starting the Coding Process
(05:46) Defining the App's Functionality
(08:21) Setting Up the Backend
(13:20) Future of Software and AI (Part 1)
(17:40) Sponsors: Oracle Cloud Infrastructure (OCI) | NetSuite
(20:20) Future of Software and AI (Part 2)
(23:44) Challenges in AI Development (Part 1)
(32:48) Sponsors: Shopify
(34:07) Challenges in AI Development (Part 2)
(39:08) Integrating External APIs
(54:01) Helping Out and Initial Fixes
(54:18) Progress with Documentation and API Updates
(55:21) AI Analysis and Product Comparison
(57:33) Building AI Applications: Challenges and Solutions
(59:02) Understanding AI Agency and User Experience
(01:24:27) Scaling and User Growth
(01:29:03) Future Directions and Hiring
(01:30:55) Final Thoughts and Advice
(01:32:06) Outro
PRODUCED BY:
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Lovable's Anton Osika on Revolutionizing Software Development and OpenAI Drops Deep Research | E2080
OpenAI dropped Deep Research—hilariously, the exact same name as Google’s existing tool. Jason and Alex dive into the AI arms race, break down Lovable.dev’s insane growth to $10M ARR in weeks, and test whether AI can really replace software engineers. Plus, they analyze Trump’s latest tariff chaos and what it means for startups, global trade, and the economy.
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Timestamps:
(0:00) Jason and Alex kick off the show.
(1:09) Jason’s talk and case study at Stanford
(2:38) Managing the chaotic news cycle
(5:22) NBA trade insights: Luka Doncic and Anthony Davis
(7:15) Lovable startup's rapid growth
(9:44) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(11:02) Lovable's AI demo and European startup landscape
(15:20) Lovable's target market and pricing strategy
(19:48) PrizePicks. Run your game. Download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST
(21:39) Custom software development's future with AI
(23:17) Launching and designing AI-powered apps
(27:07) US sovereign wealth funds and crypto regulation
(28:56) LinkedIn Ads. Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(33:42) Creative tax and debt reduction strategies
(41:34) Defense spending and OpenAI's new product
(46:51) OpenAI's market impact and ethical considerations
(53:02) AI's role in content creation and job market
(58:13) Venture capital trends and startup ecosystem
(1:01:19) DeepSeek's popularity and security concerns
(1:03:28) Tariffs, economic impact, and supply chain importance
*
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out:
Standford Case Study on Jason: https://www.gsb.stanford.edu/faculty-research/case-studies/jason-calacanis-case-study-creating-resources
OpenAI’s Deep Research: https://openai.com/index/introducing-deep-research/
*
Follow Anton
X: https://x.com/antonosika
LinkedIn: https://www.linkedin.com/in/antonosika/
*
Follow Lovable:
X: https://x.com/lovable_dev
Website: www.lovable.dev
*
Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(0:00) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(0:00) PrizePicks. Run your game. Download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST
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*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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