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Sabba and Charlie are back with a packed episode spanning alternative asset classes, the growing wave of security vulnerabilities in vibe-coded software, and a deep dive into what it really means for Anthropic to be "winning enterprise." They also break down the accidental Claude Code source map le…
Yasir, CEO and solo founder of Chatbase, joins Saba and Charlie on the Napkin Math podcast to break down how he bootstrapped an AI customer support platform from a PDF chatbot side project to $10M ARR in just 3 years — starting before ChatGPT even launched. He shares the real story behind going vir…
How Lego nearly went bankrupt by losing sight of its core product  and what it teaches us about culture, focus, and CEO decisions. Plus, a breakdown of Anthropic's jaw-dropping $30B run rate and what's fuelling it. Timestamps: 00:00 - Intro02:04 - Lego deep dive - origin, near-bankruptcy & reco…
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 Anthrop…
A founder's stolen app, AI image gold rushes, and why London might just be the next Silicon Valley — all on the back of a napkin. Timestamps:00:00 - Intro00:41 - The stolen app story08:54 - Lessons from the App Store11:36 - Vibe shuffles & business opportunities20:00 - Vibe coding education24:3…
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