Napkin Math
Saba and Charlie break down the $6.8 trillion wellness industry — period tracking, peptides, air quality, and sleep tech — then pivot to how the best founders (Dario Amodei, Brian Armstrong, Reed Hastings, Elon Musk) spotted emerging markets before anyone else. They close with a hot take on Anthropic's rumoured vibe coding platform and what it means for Lovable and Replit. Timestamps: 00:00 - Intro 01:06 - Wellness sector breakdown — the $6.8T opportunity 04:01 - Period tracking, peptides, air quality & sleep apps 25:30 - Building on Rising Tides — why bet on fast-growing markets 27:20 - Founders who got in early: Dario, Brian Armstrong, Reed Hastings, Elon 36:55 - AI agents, humanoid robots & the infrastructure plays 44:11 - Anthropic's vibe coding platform & impact on Lovable/Replit 49:00 - Anthropic's brand strategy
39 episodios
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