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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
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
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.