Lovable is growing at an unprecedented rate of $2 million ARR per week. This rapid scaling has forced the team to make difficult decisions, such as rewriting the entire codebase over eight weeks to handle the load, while simultaneously managing explosive user growth.
The founder emphasizes hiring for raw, ambitious talent over experience, believing experience can sometimes be a negative. He learned from his previous company to avoid introducing management layers and a 'scale-up' culture too early, instead favoring a flat structure of empowered generalists to maintain speed and ownership.
The company intentionally uses multiple foundation models (OpenAI, Gemini, Anthropic) and believes no single provider will win. Osaika argues that the models are becoming commoditized, shifting the competitive advantage to the application and user experience layer rather than the underlying technology.
Osaika makes the case for building a global company from Europe, citing a larger pool of available raw talent compared to the US. This strategy allows companies to leverage lower engineering costs while selling into high-value markets like the US, creating a significant competitive advantage.
A strong conviction is expressed that AI will fundamentally disrupt SaaS. Specifically, companies with per-seat pricing are identified as a major short opportunity because AI agents will replace human employees, causing the number of paid 'seats' to decline dramatically.
Keep pulling the thread on Anton Osika.