We 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 beefs.

Timestamps:

00:00 Intro
00:27 Sabba’s B2B SaaS lessons from childbirth
08:00 Is Peter Thiel a billionaire?
09:57 Claude’s GPT 4 moment
10:49 Vibe Coding Frenzy
14:45 Ralph Wiggum AI agent
19:01 AI vs seat-based SaaS
23:22 Boom of one-person companies
26:11 Meta acquiring Manus
31:07 $1M Secret Planks Business
39:48 Home-reno & logistics startup ideas
43:27 X blogs push, Grok, and Elon’s beefs