Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt
20VC
Aug 18, 2025
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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.
Agenda for Today:
Is AI an Arms Race… Or Just a Talent War?
How Does Anton Compete with Zuck’s $100M Packages for Talent
Founder Mode vs. Structure: Can Chaos Scale?
The Brutal Truth About Defensibility in AI Startups
Unit Economics: Are AI Companies Doomed to Bleed Cash?
GPT-5: Game-Changer or Overhyped Disappointment?
How Lovable Hit $100M ARR in Just 7 Months?
Replit, Figma, Bolt: Which Competitor is the Best?
The Security Bombshells No One Talks About
Should Anyone Still Study Computer Science?
Work-Life Balance Is Dead: Inside Anton’s 10x Culture
OpenAI, Anthropic, or Grok: Who Wins the AI Wars?
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