The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 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
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Aug 18, 2025 
Anton Osika, Co-Founder and CEO of Lovable, discusses how his company skyrocketed from $0 to $120M in ARR in just 7 months. He shares insights on competing for talent against giants like Zuck, the brutal truth about AI defensibility, and the financial challenges facing AI startups. Osika debates the future of GPT technologies and the importance of company culture amid rapid growth. The conversation also touches on the necessity of adapting educational approaches in tech, reflecting on the evolving dynamics of job markets in an AI-driven world.
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Talent And Brand Trump Capital
- Talent and brand beat raw capital for application-layer AI companies.
- Capital matters mainly for giant foundation-model training where compute dominates.
Hire For Rapid Slope
- Hire for slope: pick people who learn fast and make conversations dynamic.
- Prioritize moldable teammates who will flourish and adapt within your culture.
Build Fast Before Defending
- Focus on execution and speed early; defensibility often follows traction.
- Worry about defensibility more after you've grown and proven value.