EPISODE · Jul 31, 2025 · 56 MIN
Loveable's insane raise, how to make $1m with eSIMs and breaking down the most effective growth channels
from Napkin Math · host Charlie & Sabba
The boys are back talking about Loveable's insane growth and $200m raise, the dangers of founder liquidity, plus more AI chat (of course). Charlie turns Sabba into BusinessGuruGPT prompting him with how he'd grow an eSIM business to $1m in a year. All this, and more, in this week's episode of NAPKIN MATH.Timestamps00:00 Intro00:30 Loveable raises $200m05:58 Jason Lemkin's Replit disaster09:38 Takeaways from Loveable's raise and the future of AI companies15:53 Generative content opportunities18:19 Making £1m from e-sims30:17 Founder liquidity40:14 Focusing on a single growth channel45:25 Are AI influencers important in the future of marketing48:34 Should we be worried about the AI backlash?53:30 The seasonality of SaaS
What this episode covers
The boys are back talking about Loveable's insane growth and $200m raise, the dangers of founder liquidity, plus more AI chat (of course). Charlie turns Sabba into BusinessGuruGPT prompting him with how he'd grow an eSIM business to $1m in a year. All this, and more, in this week's episode of NAPKIN MATH.Timestamps00:00 Intro00:30 Loveable raises $200m05:58 Jason Lemkin's Replit disaster09:38 Takeaways from Loveable's raise and the future of AI companies15:53 Generative content opportunities18:19 Making £1m from e-sims30:17 Founder liquidity40:14 Focusing on a single growth channel45:25 Are AI influencers important in the future of marketing48:34 Should we be worried about the AI backlash?53:30 The seasonality of SaaS
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Loveable's insane raise, how to make $1m with eSIMs and breaking down the most effective growth channels
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