Napkin Math

Charlie & Sabba
  • ٠٫٠ (٠)
  • ريادة الأعمال

Join Sabba Keynejad (co-founder of VEED.io) and Charlie Ward (founder of Ramen Club, Ramen Space & Cosy) as they dive deep into the world of startups, AI, and the latest tech trends. These two legends of the London indie scene bring their no-nonsense, real-world insights to help founders, builders, and indie hackers navigate the highs and lows of entrepreneurship. Expect candid conversations, actionable takeaways, and the occasional hot take on where the future of business is headed. Whether you're bootstrapping your way to success or scaling your next big idea, Napkin Math is your go-to podcast for unfiltered discussions on what it really takes to win in the startup game.

  1. How to Make a Million from Wellness Apps & Building on Rising Tides

    قبل ٤ أيام

    How to Make a Million from Wellness Apps & Building on Rising Tides

    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 - Intro01:06 - Wellness sector breakdown — the $6.8T opportunity04:01 - Period tracking, peptides, air quality & sleep apps25:30 - Building on Rising Tides — why bet on fast-growing markets27:20 - Founders who got in early: Dario, Brian Armstrong, Reed Hastings, Elon36:55 - AI agents, humanoid robots & the infrastructure plays44:11 - Anthropic's vibe coding platform & impact on Lovable/Replit49:00 - Anthropic's brand strategy

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  2. Lego's Near-Death & Anthropic's Insane Growth: Lessons in Focus, Culture & Strategy

    ١٤ أبريل

    Lego's Near-Death & Anthropic's Insane Growth: Lessons in Focus, Culture & Strategy

    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 & recovery lessons19:15 - The "wrong CEO" trap & staying focused as you scale34:49 - Anthropic culture - Dario's 40–50% time investment37:22 - Anthropic's growth: $3B → $9B → $30B in one year41:17 - Why the "focus on coding" strategy is winning49:36 - OpenAI acquires TBPN - what's the real play?

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  3. Lego vs. S&P 500, The Claude Code Leak & Why Google Acquiring a Company Is the Best Signal to Build

    ٧ أبريل

    Lego vs. S&P 500, The Claude Code Leak & Why Google Acquiring a Company Is the Best Signal to Build

    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 leak, debate whether angel investing is just an expensive hobby, and uncover a surprisingly massive opportunity hiding in the hay fever market. Timestamps: 00:00 - Intro00:39 - Alternative Investing: Lego, collectibles & vintage tech vs. S&P 50017:10 - Cybersecurity: npm supply chain attacks & vibe coding security risks31:10 - The Claude Code source map leak37:58 - Anthropic vs. OpenAI: What "winning enterprise" really means40:19 - Ideas vs. Execution & the reality of angel investing49:43 - The hay fever market & the Breezometer opportunity

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  4. $1M Boomer App Ideas, Why OpenAI Killed Sora & How to Hire Insanely Talented People

    ٣١ مارس

    $1M Boomer App Ideas, Why OpenAI Killed Sora & How to Hire Insanely Talented People

    This week Charlie and Saba dig into $1M app ideas hiding in boomer hobbies, why OpenAI killed Sora and what it says about focus, and how to hire the most talented people. Saba's joining remotely from Sicily 🇮🇹, commitment to the pod is real. Timestamps: 00:00 - Intro01:02 - $1M Boomer App Ideas18:48 - OpenAI Shuts Down Sora24:39 - The Importance of Focus34:25 - How to Hire Talented People45:38 - Open Floor Meetup Recap52:11 - Moats in an AI World

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  5. How to Build AI Products in 2026, The Most Underrated Marketing Channel & The Big Lie About Competition

    ٢٤ مارس

    How to Build AI Products in 2026, The Most Underrated Marketing Channel & The Big Lie About Competition

    Sabba and Charlie cover how to build AI products in 2026 with Sabba's MAGIC Framework, why Threads might be the most underrated marketing channel, the big lie about competition, and how AI is giving content creators new ways to extend their work. Timestamps: 00:52 - First hate mail, we're famous now02:01 - Why Sabba tore up the entire Q2 roadmap06:32 - The MAGIC Framework, building AI products in 202625:47 - Creativity Maxing, the Channel Surfer viral story28:28 - Threads is bigger than X (and massively underrated)32:52 - The Big Lie About Competition40:28 - AI & Content Creators, giving your IP away to grow

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  6. How to Get Startup Ideas in 2026, OpenClaw Business Opportunities, Londonmaxxing, and more

    ١٨ مارس

    How to Get Startup Ideas in 2026, OpenClaw Business Opportunities, Londonmaxxing, and more

    Saba and Charlie introduce the BROTH framework for finding validated startup ideas, dive into the Open Claw (AI agents) hype, break down Bending Spoons' private equity playbook, and celebrate the London Maxing movement, plus debate whether Charlie invented vibe coding. Timecodes: 00:00 - Intro00:38 - The BROTH Framework, how to find pre-validated startup ideas25:06 - Competitive positioning strategies (more for more, less for less, etc.)32:15 - Story: founder who sold their company and is now looking for a job34:59 - Open Claw meetup, is AI agents a new product category?42:17 - Bending Spoons acquires Eventbrite, breakdown of their PE playbook47:18 - Meetup's dark patterns (and live app investigation)55:50 - Podcast milestone + like & subscribe57:13 - London Maxing movement & the UK AI fund59:14 - Did Charlie invent vibe coding?65:45 - Should they buy lawyers.ai? Live negotiation66:51 - Sign-off

    ١ س ٧ د
  7. Cal AI’s Acquisition, Sabba’s 2 SaaS Growth Hacks for 2026, Intercom’s AI Pivot

    ١٢ مارس

    Cal AI’s Acquisition, Sabba’s 2 SaaS Growth Hacks for 2026, Intercom’s AI Pivot

    Saba and Charlie do napkin math on the Cal AI acquisition by MyFitnessPal, share two must-do growth strategies for 2026 (API-first and Social SEO), and break down how Intercom bet the whole company on AI and won. Timecodes:00:00 – Intro 00:33 – Cal AI Acquisition Breakdown 19:20 – Growth Strategy #1: Go API-First 29:33 – Growth Strategy #2: Social SEO 36:46 – How Intercom Saved Itself with AI 44:27 – The Future of Outcome-Based Pricing 49:28 – Wrap up

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  8. He Built a $1M/Month SaaS After an $8M Exit | Tibo Maker

    ٤ مارس

    He Built a $1M/Month SaaS After an $8M Exit | Tibo Maker

    From an $8M exit to building it all again, Tibo is one of the most unique SaaS builders we’ve met. In this episode, we unpack his regrets after selling, the exact playbook behind his $1M/month portfolio, how he stays viral on X, and what building in the AI era really looks like, all while balancing life as a dad.  00:00 Intro & the $8M exit reality02:07 $1M/month portfolio breakdown06:15 Building in public & authenticity in the AI age16:32 Running 5 companies at once 23:03 Finding product market fit & growth tactics29:39 How Tibo ships so fast (stack & vibe coding)39:13 Hacking the X algorithm45:41 The future of AI video54:22 Does your company have an AI-native product?60:30 What do you do with $1M/month?

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مشاهدة الكل (٣٤)

حول

Join Sabba Keynejad (co-founder of VEED.io) and Charlie Ward (founder of Ramen Club, Ramen Space & Cosy) as they dive deep into the world of startups, AI, and the latest tech trends. These two legends of the London indie scene bring their no-nonsense, real-world insights to help founders, builders, and indie hackers navigate the highs and lows of entrepreneurship. Expect candid conversations, actionable takeaways, and the occasional hot take on where the future of business is headed. Whether you're bootstrapping your way to success or scaling your next big idea, Napkin Math is your go-to podcast for unfiltered discussions on what it really takes to win in the startup game.

المعلومات

  • صناع العمل
    Charlie & Sabba
  • سنوات النشاط
    ٢٠٢٥ - ٢٠٢٦
  • الحلقات
    ٣٤
  • التقييم
    فاضح
  • حقوق النشر
    © 2025 Napkin Math Industries
  • موقع البرنامج على الويب
    Napkin Math

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