Shows
Napkin Math$70M AI.com Acquisition, Anthropic's Superbowl Shot at OpenAI, $1M Solo Fitness App & Agent Wrapper BoomThis week we’re unpacking the $70M AI.com move, Anthropic taking shots at OpenAI, the rise of agent wrappers, and a quiet $1M solo app no one’s talking about.Timestamps:00:00 – The $70M AI.com Sale03:10 – The $15M Super Bowl Bet: Does the Math Work?10:10 – Charlie's Recent Domain Purchase & Do Dot Coms Matter?18:54 – Getting Scammed by Joe Exotic (B2B SaaS Lessons)24:32 – The Rise of Agent Wrappers26:23 – Are AI Agents Killing Jobs?32:14 – Codex vs Claude Code38:55 – Anthropic’s OpenAI Attack Ad 42:10 – The $1M Solo Fitness App (Happy S
2026-02-1746 min
Napkin MathIs Claude the New ChatGPT? Is Peter Thiel a Billionaire? Meta-Manus, $1M Plank Biz, Solo SaaS RiseWe have some news!!!Napkin Math Podcast is now live on YouTube.The episode starts with a life update (Sabba’s new baby) and somehow turns childbirth into actual B2B SaaS lessons. From there, it spirals into whether Peter Thiel is really a billionaire, why Claude feels like another GPT-4 moment, and how vibe coding is accelerating the rise of one-person companies.It then breaks down Meta’s Manus acquisition, a bootstrapped $1M planks business hiding in plain sight, X’s push into blogs, and finishes with Elon’s ever-expanding list of...
2026-01-2849 min
Napkin MathChristmas Special: $100M ARR Frenzy, LLM Wars, Sergey’s Comeback, ChatGPT App Store Opportunity, Prediction Markets, 2025 Awards & 2026 PredictionsSabba and Charlie are back for a special Christmas episode. A 2-hour deep dive split into two parts.In the first, the chaps dive into the $100M ARR frenzy across AI startups, break down the Claude Opus 4.5 release, and debate the escalating LLM wars between Google, OpenAI, and Anthropic. They also discuss Sergey Brin’s return to Google, the opportunity emerging around the ChatGPT App Store, and why prediction markets are starting to compete with traditional media.In the second, they announce the 2025 awards, sharing their picks for the best product, the best trend, the be...
2025-12-231h 30