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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 - Intro
02:04 - Lego deep dive - origin, near-bankruptcy & recovery lessons
19:15 - The "wrong CEO" trap & staying focused as you scale
34:49 - Anthropic culture - Dario's 40–50% time investment
37:22 - Anthropic's growth: $3B → $9B → $30B in one year
41:17 - Why the "focus on coding" strategy is winning
49:36 - OpenAI acquires TBPN - what's the real play?
Timestamps:
00:00 - Intro
02:04 - Lego deep dive - origin, near-bankruptcy & recovery lessons
19:15 - The "wrong CEO" trap & staying focused as you scale
34:49 - Anthropic culture - Dario's 40–50% time investment
37:22 - Anthropic's growth: $3B → $9B → $30B in one year
41:17 - Why the "focus on coding" strategy is winning
49:36 - OpenAI acquires TBPN - what's the real play?
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.