Saba and Charlie break down the $6.8 trillion wellness industry — period tracking, peptides, air quality, and sleep tech — then pivot to how the best founders (Dario Amodei, Brian Armstrong, Reed Hastings, Elon Musk) spotted emerging markets before anyone else. They close with a hot take on Anthropic's rumoured vibe coding platform and what it means for Lovable and Replit.

Timestamps:
00:00 - Intro
01:06 - Wellness sector breakdown — the $6.8T opportunity
04:01 - Period tracking, peptides, air quality & sleep apps
25:30 - Building on Rising Tides — why bet on fast-growing markets
27:20 - Founders who got in early: Dario, Brian Armstrong, Reed Hastings, Elon
36:55 - AI agents, humanoid robots & the infrastructure plays
44:11 - Anthropic's vibe coding platform & impact on Lovable/Replit
49:00 - Anthropic's brand strategy