July 31, 2025 56:03 E16

Loveable's insane raise, how to make $1m with eSIMs and breaking down the most effective growth channels

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.

Timestamps

00:00 Intro
00:30 Loveable raises $200m
05:58 Jason Lemkin's Replit disaster
09:38 Takeaways from Loveable's raise and the future of AI companies
15:53 Generative content opportunities
18:19 Making £1m from e-sims
30:17 Founder liquidity
40:14 Focusing on a single growth channel
45:25 Are AI influencers important in the future of marketing
48:34 Should we be worried about the AI backlash?
53:30 The seasonality of SaaS