The MRR Show
The MRR Show
Podcast Description
Join Sabba Keynejad (co-founder of VEED.io) and Charlie Ward (founder of Ramen Club) as they dive deep into the world of startups, AI, and the latest tech trends. These two legends of the London indie scene bring their no-nonsense, real-world insights to help founders, builders, and indie hackers navigate the highs and lows of entrepreneurship. Expect candid conversations, actionable takeaways, and the occasional hot take on where the future of business is headed.
Whether you're bootstrapping your way to success or scaling your next big idea, The MRR Show is your go-to podcast for unfiltered discussions on what it really takes to win in the startup game.
Podcast Insights
Content Themes
The podcast focuses on topics such as AI trends, startup strategy, and entrepreneurship, with episodes exploring practical insights like the viability of AI pets, the importance of SaaS growth, and competitive tactics against emerging AI technologies.
Join Sabba Keynejad (co-founder of VEED.io) and Charlie Ward (founder of Ramen Club) as they dive deep into the world of startups, AI, and the latest tech trends. These two legends of the London indie scene bring their no-nonsense, real-world insights to help founders, builders, and indie hackers navigate the highs and lows of entrepreneurship. Expect candid conversations, actionable takeaways, and the occasional hot take on where the future of business is headed.
Whether you’re bootstrapping your way to success or scaling your next big idea, Napkin Math is your go-to podcast for unfiltered discussions on what it really takes to win in the startup game.
Sabba and Charlie are back for a special Christmas episode. A 2-hour deep dive split into two parts.
In the first, the chaps dive into the $100M ARR frenzy across AI startups, break down the Claude Opus 4.5 release, and debate the escalating LLM wars between Google, OpenAI, and Anthropic. They also discuss Sergey Brin’s return to Google, the opportunity emerging around the ChatGPT App Store, and why prediction markets are starting to compete with traditional media.
In the second, they announce the 2025 awards, sharing their picks for the best product, the best trend, the best distribution startup, and the best comeback story, before closing off with their 2026 predictions.
00:00 Intro – Napkin Math Christmas Special
00:53 Why founders can hate Christmas
01:45 Sabba’s baby announcement (and life update)
02:55 $100M ARR Frenzy in AI startups
07:56 Google AI Studio & Unfair Advantage
09:47 Are these AI startups actually profitable?
11:37 When will we see $1B ARR companies?
12:21 Replit’s long-term advantage & Opus 4.5
16:10 LLM Wars (Google vs. ChatGPT vs. Anthropic)
17:33 Google’s vertical AI advantage explained
19:47 Sergey Brin’s return to Google
21:19 Is AI a winner-take-all market?
31:09 ChatGPT App Store opportunity
39:58 What’s the hype of Prediction Markets
42:47 Startup opportunities around prediction markets
50:25 2025 Napkin Math Awards (Best product, trend, distribution & comeback)
01:02:27 Why Google now leads AI
01:04:12 Bear case for Google
01:06:29 Comparing Google’s position to Nvidia’s rise
01:08:40 Honorable mention (AI Video’s breakout year)
01:09:30 Why models outpaced products in AI video
01:11:40 What to watch heading into 2026
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