Lovable

⚡️ Competing with ChatGPT and Sierra, building a $10M ARR company — Yasser Elsaid, Founder, Chatbase

May 2, 2026 · 1:00:26

Yasser Elsaid, founder of bootstrapped AI chatbot company Chatbase, discusses how he grew from a side project to $10M ARR in three years, reaching $1M in just 117 days. He explains why he never raised VC, relying instead on product-led growth, self-serve signups, and a content-driven go-to-market strategy. Elsaid shares specific tactics like warm outbound to signed-up users, leveraging LinkedIn virality in early AI days, and now moving toward outcome-based pricing for enterprise customers. He details Chatbase's evolution from a simple RAG chatbot into a 'chief customer officer' that handles support, sales, and onboarding while surfacing business insights from conversations. The episode also covers his transition from Toronto to San Francisco, his hiring philosophy favoring results-oriented engineers, and his daily use of both Claude Code and Codex for development.

The Agents Economy Backbone - with Emily Glassberg Sands, Head of Data & AI at Stripe

Oct 30, 2025 · 1:37:13

Emily Glassberg Sands, Head of Data & AI at Stripe, explains how Stripe builds economic infrastructure for AI, processing 1.4% of global GDP. Stripe's domain-specific foundation model runs inline on the charge path, detecting card-testing attacks on large users with detection rates improving from 59% to 97%. The Agentic Commerce Protocol (ACP) with OpenAI creates a shared standard for businesses to expose products to AI agents, adopted by Walmart and Sam's Club. Stripe helps AI companies combat new fraud vectors like free trial and refund abuse, and launched token billing to let wrappers price based on real-time inference costs. Internally, 85% of Stripes use LLM tools daily, with code generation and merchant understanding as key use cases. Emily argues AI companies grow 2-3x faster than SaaS, are twice as global, and that agentic commerce will expand consumption by removing time constraints for high-income consumers.

The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information

Aug 6, 2025 · 1:14:36

Steph Palazzolo, AI journalist at The Information, explains how she covers the secretive AI industry, from OpenAI's GPT-5 to the inference market where startups like Modal raise billions. She reveals that inference providers are essentially GPU resellers facing margin pressure, and that GPT-5's performance will signal whether pre-training scaling or reinforcement learning drives progress. She critiques Meta's super intelligence ambition as misaligned with its ad-revenue business, and details the talent war with rumored hundred-million-dollar offers from Meta to poach researchers. Palazzolo also discusses the Windsurf acqui-hire backlash, the rise of coding agents like Claude Code, and how journalists protect sources while navigating leaks from CEOs like Sam Altman.

[Lightning Pod] Evals: How to Improve AI Consistently — with Hamel Husain and Shreya Shankar

Mar 13, 2025 · 27:34

Hamel Husain and Shreya Shankar join the Latent Space podcast to argue that systematic evaluation (evals) is the critical missing piece for moving AI applications from demo to production. They estimate 75% of evals in the wild use LLM-as-judge, but 80% of those are not helpful without proper validation against domain experts. Husain advocates building custom annotation UIs (using tools like Lovable or Cursor) to speed error analysis, while Shankar emphasizes synthetic data generation that balances real-world data and LLM outputs, drawing on social science methods. They preview their free lightning lesson on March 21 and a four-week paid course covering the eval lifecycle: synthetic data creation, LLM-as-judge calibration, error analysis, and iterative improvement, with hands-on coding assignments. The episode also touches on trends like dedicated judge models (e.g., Haizelabs' Verdict) and the value of basic data literacy (e.g., pivot tables) for eval participation.