Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt
Watch on YouTube ↗ Summary based on the YouTube transcript and episode description.
Lovable CEO Anton Osika reveals $120M ARR in 7 months, bets on Grok over OpenAI, and predicts a Chinese model will lead the market.
- Lovable hit $120M ARR in 7 months from $0; latest round valued the company at $2B.
- 80% of Lovable revenue comes from users building real, complex applications — not hobbyists or simple sites.
- Majority of paid usage revenue passes through to Anthropic and OpenAI as AI compute cost.
- Anton would invest in Grok and short OpenAI: Grok has higher morale, missionary hiring for data curation; OpenAI has organizational mess.
- Gives 50/50 odds that China produces the world’s best foundation model; open to using a Chinese model at Lovable if no data risk.
- GPT-5 is “too ambitious” for most Lovable users and disappoints by collapsing five specialized models into one with inherent trade-offs.
- Lovable apps collectively generated over $10M ARR flowing through AI from user-built applications.
- Anton believes university is not the best place to learn regardless of subject; opportunity cost of those years is very high.
2025-08-18 · Watch on YouTube
