All episodes of The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 2025-08-18 · 69 min · 13,937 words

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

Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio

University is not the best place to learn. It doesn't matter what you study. I'd invest in Grok and probably short anthropic because no, I would I was short OpenAI, let's say. Why would you buy that Grok and short OpenAI? I think it's more the slope on the Grok team.

They have they're doing something which I respect a lot, which is to hire missionaries for the data curation part. The morale is super high. OpenAI is gone through all this mess, right? There will be a leading model that has not been created yet. Yes.

From China. Do you worry about China? I do think there's like a 50-50 chance they will have the best model. We'll be using a Chinese model at some point. And that makes me a bit concerned.

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