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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 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 - Intro
00:39 - Alternative Investing: Lego, collectibles & vintage tech vs. S&P 500
17:10 - Cybersecurity: npm supply chain attacks & vibe coding security risks
31:10 - The Claude Code source map leak
37:58 - Anthropic vs. OpenAI: What "winning enterprise" really means
40:19 - Ideas vs. Execution & the reality of angel investing
49:43 - The hay fever market & the Breezometer opportunity
Timestamps:
00:00 - Intro
00:39 - Alternative Investing: Lego, collectibles & vintage tech vs. S&P 500
17:10 - Cybersecurity: npm supply chain attacks & vibe coding security risks
31:10 - The Claude Code source map leak
37:58 - Anthropic vs. OpenAI: What "winning enterprise" really means
40:19 - Ideas vs. Execution & the reality of angel investing
49:43 - The hay fever market & the Breezometer opportunity
Creators and Guests
What is Napkin Math?
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.